Profile
Industry: Internet retail
Sector: Consumer discretionary
Theme: Emerging markets consumer
5-Year shareholder growth: +20.0/year
Fair value estimate: $137
Valuation assumption: 6.0% MFCF yield
Insider ownership: 1.6%
Investors: Tom Slater (Baillie Gifford)
Estimated fair value history
Dec-24 - $130 (6.0% MFCF yield)
Mar-25 - $137
Location: Hangzhou, China
In September, local Chinese investors will finally be able to invest directly in Alibaba.
Alibaba’s co-founder and chairman bought $201M worth of stock in Q4.
China gloom has hit a new high. For diehard contrarians, what's not to love? [trades]
Negatives: recession on the way, big tech stocks still not cheap. Positives: bearish sentiment, lots of selling pressure below the surface. How these countervailing forces resolve themselves is an open question, but many high quality growth stocks are reasonably priced. [trades]
Taking our profits on Bed Bath & Beyond, thank you very much. Still building a position in KWEB. [trades]
Supply chain issues, labor shortages and price inflation have created a hand full of year-end bargains. [trades]
China’s private tutoring industry has taken the brunt of government crackdowns. Are we at the point of maximum pessimism? [trades]
