Jack is Missing and Alibaba is Tanking. Is it an investment opportunity?
great research, however, i think there’s no way to correctly assess the risk of the CCP even if this discount looks nice.
Twilio deep dive soon?
Thanks for a great article Packy. For an alternate, highly critical view of Alibaba, see the numerous articles at http://www.deepthroatipo.com/
these are very good
Wow didn't realize Ali cloud had such strong market leadership in China. If that's the case, Ali cloud itself will be worth $$$ - we got to recognize SaaS in China is still nascent and most corporations are not on the cloud yet.
he is right in the center with christmas hat , googly specs, orange t shirt, blue jeans, smiling ..check my profile image
This was really informative. Thank you so much
That Article is really great. Thank you for your work, much appreciated!
A masterpiece Packy. Thank you, even though I know most of the history of Alibaba and Jack Ma, this felt so new and fresh.
Also wanted to point out the fact of "Alibaba takes $96 of every $100".
"Merchants are left with $4 in profits of every $100 in revenue".
That is very hard to stomach, very unsettling.
Im curious where does Packy get information such as this?
Great write-up. This article from Tech Buzz China does a good job of further explaining Ant and it's extreme leverage.
https://www.techbuzzchina.com/newsletter/signup/extra-buzz-19-ant-group-the-biggest-ipo-that-wasnt?fbclid=IwAR3T9V0ThoGj3W-vS3e-TCZJ1wpyKXJkmBZoUXLYeMBIpBcaMy1COgw2Qbs
Rehash of investor presentation.
No dive into the bizarre accounting (too big too fail surely...), why a company with $60bn cash on hand needs to raide debt (!!!).
Talking about Pinduoduo, a company resting on thin air...
great research, however, i think there’s no way to correctly assess the risk of the CCP even if this discount looks nice.
Twilio deep dive soon?
Thanks for a great article Packy. For an alternate, highly critical view of Alibaba, see the numerous articles at http://www.deepthroatipo.com/
these are very good
Wow didn't realize Ali cloud had such strong market leadership in China. If that's the case, Ali cloud itself will be worth $$$ - we got to recognize SaaS in China is still nascent and most corporations are not on the cloud yet.
he is right in the center with christmas hat , googly specs, orange t shirt, blue jeans, smiling ..check my profile image
This was really informative. Thank you so much
That Article is really great. Thank you for your work, much appreciated!
A masterpiece Packy. Thank you, even though I know most of the history of Alibaba and Jack Ma, this felt so new and fresh.
Also wanted to point out the fact of "Alibaba takes $96 of every $100".
"Merchants are left with $4 in profits of every $100 in revenue".
That is very hard to stomach, very unsettling.
Im curious where does Packy get information such as this?
Great write-up. This article from Tech Buzz China does a good job of further explaining Ant and it's extreme leverage.
https://www.techbuzzchina.com/newsletter/signup/extra-buzz-19-ant-group-the-biggest-ipo-that-wasnt?fbclid=IwAR3T9V0ThoGj3W-vS3e-TCZJ1wpyKXJkmBZoUXLYeMBIpBcaMy1COgw2Qbs
Rehash of investor presentation.
No dive into the bizarre accounting (too big too fail surely...), why a company with $60bn cash on hand needs to raide debt (!!!).
Talking about Pinduoduo, a company resting on thin air...