''There is a lot of potential'' That's what I thought in 2020 when i started buying 😂well I still continue to think so but I'm kinda puzzled by the opportunity cost. I considered changing divesting BABA and get into META when it was at 100 and PLTR at 7 but I didnt pull the trigger cause I just want to be right with BABA. This is the most painful investment of my portfolio and at this point I hold it and continue averaging to prove myself that I have the temperament for long term investing. I hope one day it pays off my patience.

@wildreams

4 ай бұрын

Have you considered that political risks is real?

@luigigetsu

4 ай бұрын

@@wildreams Yes I considered political risk and I think it is rather unlikely that it materializes. The risk reward is positive specially at these levels.

@AaronSForeman

4 ай бұрын

Same here… I have hope.

@Hijo._

4 ай бұрын

Too much opportunity cost for 4 years of holding. However hindsight is 20/20. I only hold a small amount that I recently purchased and view it as a prudent investment but has its risks.

@frontbattles8090

4 ай бұрын

A 10 YEAR BOND WITH CHINESE RISK. JUST WHAT I WAS LOOKING FOR! TO THE MOON.

The 2nd most popular trade among institutional investors right now is to be short Chinese equities. That's where the sell pressure is coming from right now.

@letsinvestigateit

4 ай бұрын

No they are not shorting chinese equities at these levels.

@taychikeng

2 ай бұрын

Softbank has been selling through the last 2+ years too

But more importantly we will see you on the MOON!!!

@denggol4064

4 ай бұрын

He's abandoned ship and not meeting us on the moon anymore

@taychikeng

2 ай бұрын

@@denggol4064 Why am I abandoning ship, it's still 50% of my portfolio tho

@denggol4064

2 ай бұрын

@@taychikeng its a joke from my part because you did not say that phrase at the end of the video xD

@taychikeng

2 ай бұрын

@@denggol4064 I probably forgotten haha

As long as Baba free cash flow is positive I will continue to hold but Tcehy is far superior China tech company

Great as always

Diamond hands guys!

If and when Alibaba splits into 6 companies. Which companies would you hold long term? Are there any companies you would sell to add to another or just simply sell. Thank you for your time!

This cc explained a lot of things. First time they acknowledge capital restrictions tu buyback.they have been trying to avoid this answer for too long

@taychikeng

2 ай бұрын

But they started flexing their muscle and buying back

Should you invest in BABA, or are there better options? While security is important, perhaps bank interest is a safer choice. BABA needs to work harder to earn investors' trust in its profitability for 2024, especially with other tech giants already making a comeback. In 2023 they wanted to split the stock, to give investors more value, that fell through, then they went on saying they'll invest in their cloud market more, what happened there?

@paulkormann1569

4 ай бұрын

There Surviving with NO SALES

It’s like a news reporting what’s happening but without a conclusion what’s next.

That is not a guarantee and why investors were not buying. They can also increase the sbc as they say they are buying back shares to counterfeit the buyback. A lot of companies do this tricking investors into believing its a share buyback but when companies are struggling to turn the business around they want to hold more cash so they tend to increase sbc. They need the capital to bring back growth to the company when its lagging behind its peers. Share buybacks really don't matter if they increase sbc. We will see if they actually take more shares off the market. It is not something that usually happens when a company is struggling to bring growth back to the company investors expect. And you see it in 2021 a lot of sbc when company was struggling from lock downs. That was when i was shorting baba back then. Baba has to come out with a new plan that will excite investors. Share buybacks is basically saying they don't know how to bring growth back to the company they had before. They should of broke up the business like they said they would do that was holding hte price up. At least say it will happen but not yet. Not oh we don't want to do it we wil increase share buybacks...

Good video thanks!

I'm about to start DCAing on Monday. 1 share a week.

Brother i have a question what if the taiwan invasion happen and the Chinese ADRs get delisted.. then my investment will go to zero..???

@ivanhvg

4 ай бұрын

Likely but then your concern would not be some BABA shares but the world entering WWIII including All financial markets….

@jasoncq2023

4 ай бұрын

That’s the gamble… but it does seem unlikely since they are currently trying to stimulate the economy and ceos are loading company shares now.

@TheMafuri

4 ай бұрын

In that case Nvidia, AMD, Apple etc. would also go to zero. TMSC is in Taiwan and all the chips used by the aforementioned companies come from TMSC.

@china-defender

4 ай бұрын

the chance of an invasion is ZERO... don't believe American military industrial complex propaganda. China is not Russia.

@denggol4064

4 ай бұрын

Your shares will just turned into hk shares. Check with your broker

Too bad, is an existing poems account holder. Can’t sign up as a new account for the free gift and rewards. 😢

When you say time - what is your horizon?

@taychikeng

2 ай бұрын

Like at least 5 - 8 years?

For singaporean residents which is better BABA or 9988 ???

@taychikeng

2 ай бұрын

Tbh, I prefer holding 9988, because of div withholding tax when they issue a divv

wait the buyback was 35B not 25B? that is amazing

I don't understand how you arrived at the conclusion that management thinks the company's market cap should be $300B. Would you care to explain? Thanks a lot!

@taychikeng

2 ай бұрын

I thought I explained in the video :/ Based on their calculation of how they intend to retire 3% p.a.

I'm a Cantonese American, and the idea that anyone would ever put money in Chinese stocks always was completely ludicrous to me. Chinese people are incompatible with any system that optimizes with openness and honesty.

He is indeed a horse.

Too much politics risk, not recommended for any Chinese stock

Their rate of buybacks is far lower than it should be, given the current market cap. Should be 3x what it is.

@explorerjlc1743

4 ай бұрын

Why? The growth is bad. No potential

@decus9544

4 ай бұрын

@@explorerjlc1743 You strike me as someone who would pay more for a company making $1B per year that will grow to $25B per year in 10 years, than one already making $25B per year right now ;D

@decus9544

2 ай бұрын

@@explorerjlc1743 Hi. My apologies for answering your question with another question, but hopefully in answering it you might answer your own question, which I believe will be more informative. Here's a hypothetical, say you have two companies which you can buy, both valued at $10Bn. Company 1 is dead so far as everyone is concerned, no potential, it earns $1Bn per year, but that's all it will ever earn, as it has a growth rate of 0%. Company 2 is a growth rockstar, every year for the past 3-4 years they have doubled their profits such that in 10 years, if their growth continues and despite only earning $10Mn per year at present, they will earn $10Bn per year! Which one do you buy?

Lol congrats on baba getting below 70 again

@taychikeng

2 ай бұрын

Thanks, it's above 70 again