Comments
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CJHis understanding of VIE and BABA is very surface level.
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PCGreat job Brian. Loved the way you frame questions.
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sBthere is a big gap that begs to be filled at 125$. chart does look ugly and margin are under pressure. At 10.5X sales there is no margin for error. Took profit at 181 and do no plan to go back in around current price
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YWToo long
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SDThank you Jeremy, thank you Brian, I will not take position but the argument is interesting
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BSGood enough to suggest to retail investors as a trade, but not one that he has put on himself...
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EFGotta say, like the way Brian asks the right questions and repeats / summarises salient points.
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jljack ma been talking about removing him self from ali for years. nothing new, this was one of his long turn goals. alibaba hema supermarket is what amazon been dreaming of doing. they are 3 to 6 year ahead of the game. https://www.youtube.com/watch?v=uEbYNJZ9iJ4
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RMMy only comment is he says consider going short at current levels but he isn't short or pulling the trigger next day or waiting for a specific price set up. If I understood him, he was saying consider short before the catalyst of the investor day, not see what they say. Yet he didn't do it, and he is a trader. So what then? A musing without the conviction to go?
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FHReasons for the short well explained. Another possibility would be to short the bounces after "good news" if you get the chance. In a downtrend of a big stock like BABA spikes up will hardly hold.
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gbHow about its recent deals/agreements with Russia, Africa, Southeast Asia? Don't they show long-term growth?
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ROWould the Chinese government want one of its marquee international companies take a very public beating in a US stock market? Consider the possibility that the Chinese government monitors the short interest in BABA and when the shorts have piled in then the government unleashes a group of buy programs to squeeze the shorts. After the run up back to $200 then the message: "Don't underestimate the strength of China or one of its growing companies" will be quite clear.
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BPWhy is it that everyone always acts like Chinese companies and gov are the only ones who lie about numbers? Seriously as if the US tells the truth on anything.
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SJGood interview, I really appreciate how this guy has clearly studied the company and the macro dynamics related to the institution. I also enjoyed his previous short idea on BHF which gave me the idea to be short my self. My only concern with BABA is that it is some what of a cult stock like FB or AMAZON .etc thanks