7 May 2023
This is Part I of my update on Alibaba. You can check my original thesis and updates on the company in the Portfolio section of the website.
In this post, I explain why I would still buy Alibaba today and what major risks I see for the business. In Part II, I will discuss my valuation approach, when I would sell the stock and the lessons learned from this investment I have held for over 18 months now.
The full post is in the Portfolio section of the website.
Read now
This is Part I of my update on Alibaba. You can check my original thesis and updates on the company in the Portfolio section of the website.
In this post, I explain why I would still buy Alibaba today and what major risks I see for the business. In Part II, I will discuss my valuation approach, when I would sell the stock and the lessons learned from this investment I have held for over 18 months now.
The full post is in the Portfolio section of the website.
Read now