Nothing much is being reflected in market prices right now though haha, just for BABA holders to keep an eye on not expecting it too move price at this point.
We’ve got the quarter results on the 2nd so maybe it will change up then
2nd of February for Baba Baby?
Yep I have been enjoying these weeks looking in detail at earnings of companies like SBUX, JPM, MSFT etc
Record sales and the ipo back on the cards (albeit a bit lighter) should be a decent rally for baba back up to realistic figures maybe more.
The way the market is at the moment it could just as easily drop
Or if the redditors get hold of it we will be looking at the biggest company in the world soon 
I’ve already tried that one no one was in the mood that day. Tried convincing everyone the asset value was in dollars 
Haha xD
Reddit looking for 10x stocks
Doubt we can do that to Baba xD
After earnings report, tempted to increase position even more… 
That’s was a really good earnings beat. E commerce up 38% YOY.
the market is doing its usual thing and it’s down premarket despite great earnings, but that’s the usual thing right now and just abit of white noise in the long term.
It is so undervalued, if it wasnt such large position of portfolio I would add more now! Crazy good earnings again.
You’re right in what you’re saying.
It’s quite comical though that it’s down 3% today, it’s so far detached from reality.
Baba alone is 5,5% of my portfolio and its also a top3 holding of an em etf I hold as well
Wish I could buy more 
What is your Baba ratio?
It’s about 3.5% for me, whilst Baba makes up about 10% of BGCG which is around 10% of my portfolio
Anyone watched The China Hustle on Netflix? Interesting and mad stuff. At the end they touch on Alibaba, saying there’s a chance they’re continuing the trend. It’s the perfect storm.
After all, the guy in charge of regulating them for the US markets, was
- Employed by Trump
- The one who helped Baba get the IPO for the NYSE
Most of their business is transparent and public enough for us to know, ecommerce, Tmall, Alipay etc, but who’s to say they’re not fiddling the numbers like the companies during the China Hustle?
If you haven’t watched it, it’s eye opening.
Well, you can just check Enron case study, for USA transparency.
There is no sure bet in life, except TSLA.
The difference is with Baba and the companies identified in the China hustle is that they were complete shell companies.
They were falsifying information of all kinds. When the investigators went to visit the factory there was maybe one lorry a month or something so I’m pretty relaxed Baba does not fall into this bracket.
Although I do appreciate that Baba does come with risks due to being a Chinese company.
Anyone found an explanation to the fall after earnings are overachieved? 
Market is not reasonable.
If anyone knows something, share it, but that’s how I look at it
Sell the news…