Premium Only Content
Alibaba Group - Stock Analysis - $BABA
#BABA #Alibaba #AlibabaGroup Holdings provides infrastructure software and operates online marketplaces, as well as entertainment applications, in China. In this stream, I summarize my analysis of their business and valuation of their stock in consideration for my own investment portfolio.
Timestamps:
00:00:00 Intro/Watchlist/Economics
00:04:10 Company Info
00:08:50 Presentation & Segmentation
00:14:55 Income & Cashflow
00:23:40 Assets & Capital
00:27:30 User & Macro Revenue Models
00:34:55 Future Projections
00:41:35 How Short-Term Headwinds might Affect Value
00:45:10 Final Valuation
00:53:55 How My Position has Changed
00:57:00 Next Stream/Outro
Disclaimer:
This is not investment advise. I am merely operating my own portfolio publicly as a personal academic exercise and viewers should take my experience as just that, one person's experience. Investing in the stock market is risky, please consult with a licensed adviser before doing so.
Come watch me value companies live
Youtube: https://www.youtube.com/channel/UCatSwCHVd7hhEVOoQnODfVg
Twitch: https://www.twitch.tv/midasmoriarty
Discord: https://discord.gg/DHb3DrUjZk
Other Links: https://linktr.ee/MidasMoriarty
Support the stream: https://streamlabs.com/midasmoriartyinvesting
-
23:55
CartierFamily
3 days agoElon & Vivek TRIGGER Congress as DOGE SHUTS DOWN Government
84.9K91 -
5:43:44
Scammer Payback
2 days agoCalling Scammers Live
166K25 -
18:38
VSiNLive
2 days agoProfessional Gambler Steve Fezzik LOVES this UNDERVALUED Point Spread!
124K17 -
LIVE
Right Side Broadcasting Network
10 days agoLIVE REPLAY: President Donald J. Trump Keynotes TPUSA’s AmFest 2024 Conference - 12/22/24
4,072 watching -
4:31
CoachTY
1 day ago $27.15 earnedCOINBASE AND DESCI !!!!
171K11 -
10:02
MichaelBisping
1 day agoBISPING: "Was FURY ROBBED?!" | Oleksandr Usyk vs Tyson Fury 2 INSTANT REACTION
94.7K13 -
8:08
Guns & Gadgets 2nd Amendment News
2 days ago16 States Join Forces To Sue Firearm Manufacturers Out of Business - 1st Target = GLOCK
118K88 -
10:17
Dermatologist Dr. Dustin Portela
2 days ago $18.68 earnedOlay Cleansing Melts: Dermatologist's Honest Review
154K14 -
1:02:20
Trumpet Daily
2 days ago $47.93 earnedObama’s Fake World Comes Crashing Down - Trumpet Daily | Dec. 20, 2024
110K69 -
6:29
BIG NEM
1 day agoCultivating God Mode: Ancient Taoist NoFap Practices
80.4K20