I agree that Alibaba’s valuation is incredibly low, especially with its push into AI and other innovative sectors. The potential for a return to growth, particularly through strategic synergies, is an attractive aspect. Overall, I see it as a strong contrarian play with the right risk management. I’ll definitely be keeping an eye on those buying zones you mentioned!
Would love to hear others' thoughts on the trade-off between risk and reward here. Do you think the geopolitical concerns are priced in?
No chance I buy anything in China right now. I believe the economy is way worse there than what is being reported. I see your points but way too much risk there right now in my opinion. I respect the work though. Buying zone one for me would be $60
Yeah I fully understand the risk aspects and if you consider it high, it is indeed reasonable to reduce your buying zone to increase your margin of safety!
the recent uprising price is driven by Deep Seek AI narrative.
Telix Pharma! Lots of developments going on there
Noted. I will think of that!
I agree that Alibaba’s valuation is incredibly low, especially with its push into AI and other innovative sectors. The potential for a return to growth, particularly through strategic synergies, is an attractive aspect. Overall, I see it as a strong contrarian play with the right risk management. I’ll definitely be keeping an eye on those buying zones you mentioned!
Would love to hear others' thoughts on the trade-off between risk and reward here. Do you think the geopolitical concerns are priced in?
Yeah I think they are priced in. But it doesn't mean that it can't go worse in case of worsening geopolitical tensions
No chance I buy anything in China right now. I believe the economy is way worse there than what is being reported. I see your points but way too much risk there right now in my opinion. I respect the work though. Buying zone one for me would be $60
Yeah I fully understand the risk aspects and if you consider it high, it is indeed reasonable to reduce your buying zone to increase your margin of safety!
I like the one-pagers. Great stock and analysis. I own this and believe it has great margin of safety despite the China risks.
Thanks for the feedback!