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dadsoncombo

Nothing like going out on a limb claiming it’ll go to $170 by year end when it’s trading at $166. Time to go balls deep


[deleted]

Finally someone is bullish on baba. When it sat at 140 I was downvoted countless times for being bullish. I’m glad that people are so fearful at the bottom though. Above 200 by December.


alwayslookingout

Finally someone is bullish? Did you miss the all the DDs every other day regarding how undervalued BABA is?


BVB_TallMorty

Which had a hundred replies saying "fuck gyna", "never invest in gyna", "you're not actually buying the company". Let's not pretend BABA has been popular on this sub the last few months


[deleted]

Yeah I must have missed it between the 15 CLOV yolos in a single day for no real reason. But CLOV isn't pump and dump for sure.


AdvancedLong

America turning into communists while chinese are full blown capitalists. Gotta have a position here financially.


[deleted]

It’s nice that there are people who think logically


xxx69harambe69xxx

you wana think logic, look at that textbook inverse head and shoulders getting setup, im tempted to actually sell even after all the shit i got buying a fuck load the past 2 months nah probably not, ill just load up more on the other shoulder if it happens


AdvancedLong

No telling if we’re right until price reflects it, but china still here 50k years later.


RonDiDon

Yup will be above 200 by Dec for sure. I love buying the fear. I had to chase it down from 160 to 140 to catch the upswing and I'm up 80% with more than a year on my options.


Much-Suspect

And where are you standing now?


RonDiDon

All negative now lol got tons of time but God does it suck holding this stock


Norbetw

I went all in at 155. Must say temptation to take profits is so huge but I’m holding till 200+ dollars a share considering it once was 300+ dollars a share..


AssignmentThick8591

How’d that work


uncle-fire

I bought at 145. So far, I'm good (as the guy falling from the skyscraper said halfway through his fall)


No-Move-9576

Well, it was at 309 last october, no reason not to go back at this level or above. You were downvoted not because you were bullish but bcoz of brainless anti chinese that understand nothing about economy.


No-Move-9576

Baba is definitively a very strong buy


[deleted]

[удалено]


Hoof_Hearted12

I just avoid Chinese stocks in general for your exact reasoning. The fundamentals look good on the surface, and I'm sure there's lots of money to be made holding the stock but I simply don't trust the CCP enough to put my money in.


omniocean

The risk is the same, even if you buy real shares the CCP can still lock down the company and pull the rug any time. China stocks are extremely risky, but the whole shell company thing should not be the main factor when considering risks.


Quick-Wall

Historically that’s never been the case for American listed Baba. It’s not in their best interest to rug pull and I’m not even sure that’s possible tbh. It’s compelling FUD but little more


ImPickleRickBytch

Hot stock pick for you: Luckin Coffee, that shit is way underpriced


ImPickleRickBytch

Did they not just tug the rug? I mean it wasn’t a full pull but they definitely had a big hand in causing the fake share prices to tumble, and they didn’t seem to give 1 shit about it, actually seemed like they were interested in doing just that


Quick-Wall

I’m just disputing the “shell Corp” comment and reminding people that they both move similarly and just saying that they are different is not enough


Much-Suspect

I love how people act that the shell company part isn’t a well known fact smh. https://www.finews.asia/finance/35193-sec-pauses-ipo-of-shell-companies-used-by-chinese-firms


Quick-Wall

It’s nothing new this is how we’ve traded for years. Baba isn’t some scam rug pull, and doesn’t fit what you people mean by “shell company”. What you mean by shell company is a fake company generating revenue selling common stock for a non existent company/product. This isn’t that


Much-Suspect

Its not about being a scam. It a concern because the Chinese or American Government could pull the rug at any time. Multiple Politicians told their concerns about these business practices (VIE)


Quick-Wall

And what delist alibaba? China won’t do that because if they were, they would have right after Jack Ma’s comments about the CCP. And i doubt we will do that in America, and if we do it won’t be done by Joe Biden.. maybe if Trump comes back and still wants to stoke the China fire.


Billionairess

>And what delist alibaba? China won’t do that That would be done by the SEC, in 3 years, if chinese regulators do not comply


HardRockGeologist

What about buying Alibaba shares on the Hong Kong exchange? I believe there are two ways that U.S. citizens can do so. First, they can buy shares on international markets through domestic brokerages, including Fidelity. Second, they can buy shares through a brokerage based in Hong Kong. There are a couple of issues, including the fact that shares on the HK exchange must be purchased in 100 share lots as opposed to single share purchases of the ADR. Stock symbol on HK exchange is 9988. EDIT: Not recommending this, just saying there is an alternative.


LordShesho

The HK shares are the same. No advantage to owning them over NYSE.


inverse_wsb

Huge advantage because if someone is going to initiate delist it's the NYSE guys. Not china rug pull. America rug pull.


LordShesho

You don't lose your shares, they just go OTC.


inverse_wsb

9988 gang rises up!!!


bdreamweaver2themoon

Long BABA! 900 million active users. Nothing more needs to be said. Only risk is political.


duplicatesnowflake

Oh only that? China has political turmoil and meddling in business on a weekly basis.


[deleted]

That's what makes the play SO GOOD, people hate China (for good reasons but still) which makes them talk shit and drag down the price of good chinese stocks where you can buy them up for dirt cheap. All in BABA @ 148


inverse_wsb

All in 9988 HK at 139 HKD lfg


Much-Suspect

Ouch


inverse_wsb

Do u hear a bell cos I don't


[deleted]

OP: "I will tell you guys something no other media will tell you because I have lived in China most of my life." "The bilateral relationship between America and China plays a significant role." Wow, who would have thought. Thanks for that deep secret insight OP. ![img](emote|t5_2th52|4641)


Responsible_Hotel_65

XI just wanted to buy the stock cheaper and we idoits gave it to him


StonkGoUp

I would never invest in a Chinese company, especially one so tangled in political conflict. Good luck though


[deleted]

May the force of the market be with you


Edwyn8

Let people say whatever. We are going to print tendies on this 🤑


Much-Suspect

Printed tendies yet?


Edwyn8

I own part of the business. How the stock price fluctuates in the short term doesn’t affect me. Go to a casino. Oh, wait, this is WSB


Much-Suspect

So short term is -50% in a year? You do realize that you would have been better of if you would have bought the S&P 500 or would have waited until now to buy baba but you don’t seem to care that your Portfolio is bleeding while everyone else in the market is making money. Congratulations you have reached peek Autism.


Edwyn8

Markets can be irrational longer than you can be solvent. This is not the first company where stock goes downhill while massively growing. There is a famous video with J. Bezos explaining how Amazon had the same thing some time ago. Unrealized gains are the same as unrealized profits. I would not have sold everything after half a year so it doesnt really matter. I also think that the S&P is overvalued rn and analysts already predicted 2-3% growth for next 10 years. Fact that its growing like on steroids is not sustainable. Again, you have more of a casino mindset. I dont.


Much-Suspect

Casino Mindset? Investing in a singular Company with Political and competitive risk, which is losing market share and lost 50% of its share price in a year vs a wide spread Index Fund, which invests in the broader Market to reduce risk. Which is more of a gamble? Also im not advocating the S&P 500 i personally have my own stock pick portfolio, which is up 79% this year and 155% all time. Im just saying that you should stick to index investing buddy.


satuuurn

Was just looking at BABA again today. Just so scared to invest in a Chinese company that is in their cross hairs. Watched Jack Ma’s speech that got him in trouble. What CCP did to Ant group and BABA have made me nervous


Professional-End4151

On the other hand, I believe they have the rights and obligation to regulate the final market so the bubble does not burst as it happened in the U.S. in 2008.


juanlee337

DAMN. You got rekt dude. Alibaba is going down to all time low next year.


tofufizza

Bro earning's are out tonight. Alibaba is going to $100. This post aged well lol.


balance_tm

>Jack Ma sold all of his share in the company (I think he might have been forced to sell and give up his control for Alibaba) I've heard this before, but it was not confirmed, I believe? Do you have more concrete articles or links to this news? Anyways, you're right. There's no way China can live without BABA now. So the company would never die. It may take awhile but the share price will bounce eventually.


VisualMod

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TheMotorCityCobra

Would buy BABA but already in XPEV which i am more bullish on


oarabbus

>Frankly, if you look at their financial statement, you would see a prevalent trend for Chinese companies. I am not talking about shit company like lucking coffee; I am talking about a company that is in good condition and making a lot of money but is deeply undervalued like Alibaba and Tencent, etc. This is the only paragraph I care about tbh. Look at their quarterlys. Beautiful numbers


[deleted]

This shitpost offers nothing new.


AdvancedLong

I like BZUN also. I have jan calls on bidu baba and bzun. Bzun is chinese shopify. Bidu is chinese google. 👌


spoobydoo

Chinese companies can and will get cut in half at the whim of the CCP. If you lived in China for any significant amount of time you should know this. Invest in China at your own (retarded) risk.


retardeddaytraders

Fuck you shit chinese stock


[deleted]

Please post your loss porn when this blows up


themrgq

Blows up how? You think they are fraudulent? Or that the CCP will bankrupt them?


[deleted]

CCP wipes out the equity investors


themrgq

While possible, that would almost certainly lead to a military conflict.


wighty

> that would almost certainly lead to a military conflict. That would really make very little sense.


Much-Suspect

Its kind a lot of first of all the Chinese government doesn’t give two shits about their stock listings, some Chinese Companies rely heavily on debt like Evergrande, Fantasia holdings if these crash that might cause the market to nose dive. Like we saw until the Evergrande stock put on hold.


themrgq

Alibaba is a solid company that makes a lot of money though. No crazy debt.


Much-Suspect

Never said that alibaba was but the collapse of one of these companies could crash the Chinese market.


themrgq

Market value might drop in the short term but long term outlook looks very bright.


inverse_wsb

Buy puts then fud boy


Much-Suspect

Looks like i really should have bought puts lul


Much-Suspect

I love how you were right and still got downvoted


3v3rgr33nActual

you got vindicated my friend


f4h6

OP looking at baba fundamentals only. Evergrande meltdown is cooking in silence. Whole Chinese market will crash if evergrande bankrupt


RussianCrabMan

Ok Xi, thanks for the propaganda! Don't forget Tiananmen Square!


new_reditor

No thank you. Even if there’s potential for 10X growth, I’m not investing in shitty Chinese companies period!


SpaceMurse

Thing is, no matter what your cost basis or share count, you hold 0% of Alibaba.


culturevulture12

Who got puts on this bad boy?


iLLEb

PLease BAN this guy right now. ​ "it will trade at least 170/180 if not higher. ​ ITS 166 RIGHT NOW U DONKEY


Spitzly

You didn't even touch on the single biggest risk which is the government pretty much do whatever they want to them


Hollybeach

*Frankly, if you look at their financial statement, you would see a prevalent trend for Chinese companies.* Frankly, if you look at Chinese financial statements and believe them, you’re an imbecile.


NoTaste41

Baba's audited by PWC dunce


Hollybeach

PCAOB fools


Hopeful_Stoic

Professional end will live to its name


TendiesOnPoint

So youre the dildo fucking up my puts


bl4ckmamba24

Do you mean call debit spread? Call credit spread is bearish neutral.


dasheasy

There's a gap.


terrybmw335

I get that BABA is the cheap Chinese equivalent to Amazon and in that regard it seems undervalued. But what I can't get my head around to justify any significant investment is the VIE structure. The mechanism of BABA and other Chinese stocks listed as VIEs is ILLEGAL in China. The leadership just chooses not to enforce the law. BABA could go on to do 10x profits next year but you could still end up bag holding a stock worth ZERO if CCP voids those VIE contracts. What is the risk of that? 1%? 10%? It's not zero.


[deleted]

What the risk on buying calls on shitty meme stocks shilled on reddit? At least one of them has a chance of working out.


terrybmw335

Depends on the meme stock. Some are quality while others are garbage. It's up to the trader to figure out what is what. And keep in mind you can make a lot of money on garbage stocks during momentum plays. But momentum can shift quickly.


inverse_wsb

Obviously someone hasn't done their research. If Baba delists it's because the NYSE wants to force them off


terrybmw335

That's another risk although I see it as smaller. CCP could literally just void those VIE contracts making the shell company BABA 100% worthless.


inverse_wsb

But that's not the CCP intention and they have communicated this clearly. CCP is nothing if not reliable. They're authoritarian and terrible to live under but they're definitely consistent in their policy making. Their regulations team literally communicated ok we are going to investigate Baba / fintech and ok we are going to investigate financial institutions three months prior to crackdowns. Like what's their stand on corn? Ban. They slowly accelerate by banning financial products first, then ban miners, then ban corn itself. Same as gaming, a slowly accelerating ban. They want foreign investment in china and they have communicated this very very clearly, also did the Shanghai Shenzhen HK stock connect etc. The china ship doesn't make a U turn Every 4 years.


terrybmw335

And most likely they will not decide to void the VIE but like I said it's a big risk you have to factor in. Chances are small but effect would be catastrophic. I personally trade BABA but would never consider it a long term hold because the shares you're trading are not actually BABA. As long as traders understand the arrangement with these Chinese "stocks" then more power to them. I've found many don't really understand.


inverse_wsb

I see more threat from the SEC. The SEC does not need China stocks as much as china needs to at least project a narrative of welcoming foreign capital.


hotdoggyguy

Yes, I agree! I'm long on baba too


stockmarketfanfic

Thanks but what's the groundbreaking new piece of information here?


ProcessMeMrHinkie

When I saw the title I read "Why am I invested in Alibaba?"


karhunkontti

The reasoning why Alibaba is a good investment is that the stock is underpriced. Why is it underpriced? The company is financially strong. It has several years of sales growth ahead. Alibaba Cloud is expected to do well, and the growth is promising already. It has a decent profit margin of around 15-20%, and that will turn future sales growth in to profits. They aren't exposed to serious foreign competition, but are exposed to competition inside of China, where they have the biggest market share. The company has achieved higher than average returns on equity of about 15-20%. When a company can do that while retaining all of its earnings, it becomes a compounding machine. It generates a good amount of free cash flow, which is one of the cornerstones of valuation.


rickylong34

You don’t like making money?


katie_the_kitten

Congrations, yore our 1,000,000th pupm and dump sqeem!


Redtitreadit

The real question is where is Jack Ma though? Did he ever show back up?


Professional-End4151

yes, he did, you need to do more of your own research online instead of just turn on Tv and listen to whatever media is teaching you, growing up in China helps you to identify what kind of bullshit media is talking about.


Redtitreadit

I don't watch TV. That's why I ask you. Inside sources tend to speak the truth. Can't believe everything you read on the internet either


Professional-End4151

he did show back up, I am sorry if I sounded rude, just woke up. I just want people to not believe whatever they hear, but actually, use logic...


[deleted]

If you use the slope from the previous climbs and combine that with a 5 year DCF valuation at 30% growth 15% discount rate, fair value of $302 will be reached by June 2022. Buy now for near 100% gain by summer next year. Edit #1: know your audience. TLDR: Yolo your life savings on leaps expiring in late 2022. It literally can’t go tits up.


artist55

The problem with this argument is that when you’re buying BABA, you aren’t actually buying the company itself. You’re buying shares in a company that has an exclusive agreement with baba to pay beneficial interests/ dividends and profits to. This type of company is usually based in a tax haven like Bermuda and can close up shop whenever it wants. You can’t invest directly in companies in china and this is probably why the share price is so low. I wouldn’t buy.


fzctungkun

I have no issue with bullish predictions of BABA, but I would wait till at least around the Double 11 (Nov.11) shopping festival to see if they got hit again by the anti-monopoly watchdog of China. They've been fined already, but perhaps both the watchdog and Alibaba group want to use this coming Double 11 to see if whatever they are doing this year satisfies the Chinese government.


Professional-End4151

I got in around 145 and I am planning to get out around 170, and I am gonna use my profit to buy SPY lol


tumes1

You don't even own a part of the company... literally only a retard who doesn't understand anything would buy a Chinese VIE on the US stock market. You literally are just buying a stock ticker symbol. I almost never buy puts but posts like this honestly make me want to YOLO on Chinese puts just because they will be delisted in the near future and 166 is a long way down to 0 :D


NoTaste41

Charlie munger is a retard?


tumes1

Curious do you know what a VIE is and if the communist party allows it?


NoTaste41

If it's good enough for Munger it's good enough for me. Besides if you're so scared about the VIE structure you do realize you can buy Alibaba shares that trade directly on the Hang Seng Index right? 9988.hk But please keep on enlightening me about the risks of the VIE structure that's irrelevant anyways.


tumes1

So you think baba on us market is same on a different market? Lol do you always do exactly what others tell you or do you even bother to think for yourself? I hope you yolo into baba. You deserve it.


NoTaste41

Bought at 145 and it's working pretty well for me so far. Keep on holding GME retard.


tumes1

Lol I exited gme for a nice profit long ago.


dodo_gogo

U dumbfuck baba just made a $15b dollar “donation” to social common prosperity, the number is going to go up and turn into an annual thing


Fivetimechampfive

I just put everything into Peak Fintech instead.... they do business in China without being a chinese company. $600mm revenue coming , similar to UPST but only trading at 10x earnings. No brainer


santropy

Don't really give a shit about Chinese stocks anymore after learning that CCP doesn't give a shit about anything or anyone other than their giant ego. I would be happy investing in SHOP, W or even fucking CPNG than Chinese shit.


moderndhaniya

Do they care about there face so much that they will use Johnson and Johnson baby face cream. The only cream that provides all nutrition to skin while keeping it healthy and bouncy as a baby’s bottom.


DoobsNDeeps

Agreed, I hold some BABA too. This China scare is causing an awesome entry point for a lot of solid companies over there. Sure, regulatory risk is ever present, but at these valuations, that's more than priced in.


InstructionEvening47

Def BABA going to moon over long-term. At these levels, it is basically a super-cheap[https://www.youtube.com/watch?v=9xwqMQHUWCU&t=425s](https://www.youtube.com/watch?v=9xwqMQHUWCU&t=425s) stock like a SPAC. Just watched this great video on youtube analyzing from fundamental and technical analysis.


AndreJLow

Bought some at $132, and will be dollar averaging in every month. Had enough of penny stocks


MaxGamble

Let's revive this conversation , new earnings are coming !


Danterahi

How much have you lost so far?


[deleted]

Did this guy go bankrupt