The Alibaba Conundrum: A Bargain Investment or a Risky Bet? (Part I)

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

2023-05-07 06:07

View options

Continue reading this article with a Premium subscription

Already a member?

DISCLAIMER: This publication is not investment advice. The primary purpose of this publication is to inform and educate readers about the stock market. Readers should do their own research before making decisions and consult with professional advisors if necessary. Information provided here may have become outdated by the time you read it. All content in this document is subject to the copyright of Hidden Value Gems. Please read the full version of the Disclaimer here.

The Alibaba Conundrum: A Bargain Investment or a Risky Bet? (Part I)

You may also be interested in …