The Bright & Dark Sides of Alibaba Stock! Fundamentals & Valuation (BABA Stock Analysis)
Alibaba stock analysis (BABA). I go over the positives and negatives I see for Alibaba stock, as well as the valuation, in order to find the fair value.
Timestamps:
00:00 Charlie Munger and Mohnish Pabrai
03:32 Diversified
03:53 Healthy Balance Sheet
04:09 Revenue Growth
04:33 High Margins
05:19 Share BuyBacks
06:06 Opportunities Ahead
08:32 Low Valuation
08:41 PCAOB Audit
10:42 Competition
11:10 Slowing Growth
12:00 Margins Shrinking
13:00 China's Tech Crackdown
14:22 VIE Structure
14:52 US-China Tensions
15:26 Valuation
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