Alibaba has been selling off wildly after their Q3 2021 earnings miss amid a slowing Chinese economy, increasing Live eCommerce competition, and stock delisting fears. Mohnish Pabrai sold while Charlie Munger and Greg Alexander kept adding!
-Intro To Current Alibaba Events
-BABA Stock: Extremely Oversold
-Superinvestors Are Still Bullish on BABA
-Why Did Mohnish Pabrai Sell Most of His BABA?
-Alibaba’s Q3 2021 Performance & Upside Potential
-Cloud Income & Free Cash Flow Progress
-Delisting Risk Fears & Hong Kong Shares Are Still VIE
-Live Streaming eCommerce Is On Fire In China
-Conclusion: Focus On Key 3 Pillars
Top Social Commerce apps include:
1) Taobao + Tmall
2) Kuaishou (Kwai)
5) Douyin (TikTok)
6) Xiaohongshu (Little Red Book)
As Alibaba’s management said, as long as they keep focusing on their 3 key pillars of: 1) domestic consumption, 2) globalization, and 3) cloud computing/data intelligence, I think BABA will be OK in the long run. But time will tell if this company (and its listed stock) will live for 102 years, as founder Jack Ma envisioned. The idiom, “it is darkest before dawn” may describe what Alibaba is going through, and hopefully there will be light at the end of the tunnel for this company.
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