Its even got me considering adding, I have had a full position for a while (in double digits) but it has got slightly diluted and with this dipā¦however couple other positions I am building out first. If it touches anywhere near $100-110 that is another question haha.
Caught some Baba tilipia @ 138.01 for my fish tank, should get to the size of a whale in time for next Christmas harvestā¦ happy days 
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BABA and other chinese stocks get effected by DIDI
The never ending C.C.P sad saga.
A year ago I thought Chinese gov wont dare that move because it would hurt BABA too much.
Now I am not so sure anymore, there is definitely more than mere posturing going on. Removing these companies from US market allows Chinese gov. to have firm grip, scaryā¦
Blood on the streets. I for one am annoyed pay day is so far away and I canāt buy more BABA at this price.
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The fact that none of us (including myself) actually own real shares in BABA says it all about Chinese investment.
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still a solid company in my opinion. I am hoping this wouldnāt last long. But the last time I said that was about covid, so yeah not so sure anymore 
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I get your point on Chinese VIE stocks, but in fairness, there are a lot of ADR stocks which are not Chinese.
VIE in China are a loophole exploitation. BABA is classed as being in a āsensitiveā sector and direct ownership is not possible, to get around that VIE is used.
Its as simple as the CCP outlawing this loophole. They donāt have to do anything to BABA more directly and these ADRās will go to 0. 
Taking a step back, for a Chinese stock, its mostly normal for institutional shareholders to have a low position, due to difficulties in gaining access to the A share market, and the level of retail investment. Iām not sure if we can track the history, but the current institutional ownership to me is quite high at 22.55%
Now the problem with analysing these positions, is that a lot of the money could actually be coming from āopen endedā funds, so when institutional investors managing these funds reduce their positions, it might not be from an investment strategy, but because of necessity to raise funds to cover redemptions when retail investors take their money out.
Personally, I think it can be better to track positions from closed end funds, as it removes the fluctuations of positions due to retail cashflow, and give a better view of risk analysis from their research teams. This can also be flawed, as closed end funds are not so common.
Anyway back to my point, I still think 22% is high. There might be more short term head winds to BABA, but look at what the company and its management team have achieved to date compared to their competition. Yes the regulations are a bit of a kick in the teeth, but there is nothing to say they cant do it again and find new markets and grow smaller areas of the business. I dont hold BABA directly, I try not to hold positions that I already have a decent exposure through some of my other investments, but I can see anyone who holds now looking back in 5-10 years time and being glad they held/bought at these levels.
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If this happens good luck to foreign investors taking China to court and expecting them to abide by whatever court ruling. I own a small exposure of BABA just as a punt that can pay out big time.
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RIP Alibaba oh well you win some and loose some 
Indeed RIP alibaba!
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Waiting to buy the actual dip.
See you at sub 100$ soonish. 
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Why wait for just sub $100 when you can buy it at $0 soon enough?
Iāve been away from the forums for a bit but I keep getting news about BABA in my Google feed.
https://seekingalpha.com/amp/article/4472259-alibaba-baba-stock-possible-delisting
Investing in Alibaba on an open market means indirectly investing in Chinaās strategic sector, which Beijing prohibits in the first place. Therefore, investors are exposed to numerous political risks that donāt justify having a long position in a company such as Alibaba for the long term. On top of that, itās only a matter of time before the US government gets involved as well and starts to regulate Chinese firms more strictly. As a result, it doesnāt matter what Alibabaās valuation is at this stage, since its fate is in the hand of regulators from China and the US. Considering the recent developments on both sides of the Pacific, I stick to my opinion that Alibaba continues to be uninvestable, as thereās a high chance that it will be delisted from the US exchanges in the foreseeable future.
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The good times when I thought I was buying the dip at 220. 
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Why do you do this to us, Phil? š„²
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Well its getting near there, I am even eyeing up which if any of my other positions I would trim/liquidate to fund another BABA buy.
Despite rumours of delisting? T212 does not look like they will add other exchanges any time soon (very sadly).