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Invest safe. ","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":7662,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"Opportunity in the Alibaba Crisis","extraTitle":"","html":"<html><head></head><body>The Amazon of China has fell from great heights. Since a year ago the tech giant has its share price drop by almost 50%, and the China's regulatory crackdowns has wiped off $400Bn of shareholders wealth. This presents us with one of the cheapest mega cap stock compared to&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a>, and even&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$Amazon.com(AMZN)$</a>. With the apparent crisis looming over&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>, many has taken the hands-off approach with this company and has been looking for investment elsewhere. However, this presents one of the best opportunities to be part of the Alibaba company when it is at a 50% discount. I believe that it is in these times of fear and uncertainty, there lies the greatest of opportunities. And i believe that opportunity is Alibaba. Here are some statistics to show why: - Alibaba is trading at a Price-to-FCF multiple of just 15x, which is less than one-third of the average multiple commanded by \"FAANMG\" stocks. - Net cash position of more than $50B [Cash and Short Term Investments of $75B, Financial Debt of $23B] - Alibaba's annual revenue is expected to double from ~$115B to ~$240B This is the type of risk that i would be more than comfortable taking.</body></html>","htmlText":"<html><head></head><body>The Amazon of China has fell from great heights. Since a year ago the tech giant has its share price drop by almost 50%, and the China's regulatory crackdowns has wiped off $400Bn of shareholders wealth. This presents us with one of the cheapest mega cap stock compared to&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a>, and even&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$Amazon.com(AMZN)$</a>. With the apparent crisis looming over&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>, many has taken the hands-off approach with this company and has been looking for investment elsewhere. However, this presents one of the best opportunities to be part of the Alibaba company when it is at a 50% discount. I believe that it is in these times of fear and uncertainty, there lies the greatest of opportunities. And i believe that opportunity is Alibaba. Here are some statistics to show why: - Alibaba is trading at a Price-to-FCF multiple of just 15x, which is less than one-third of the average multiple commanded by \"FAANMG\" stocks. - Net cash position of more than $50B [Cash and Short Term Investments of $75B, Financial Debt of $23B] - Alibaba's annual revenue is expected to double from ~$115B to ~$240B This is the type of risk that i would be more than comfortable taking.</body></html>","text":"The Amazon of China has fell from great heights. Since a year ago the tech giant has its share price drop by almost 50%, and the China's regulatory crackdowns has wiped off $400Bn of shareholders wealth. This presents us with one of the cheapest mega cap stock compared to $Microsoft(MSFT)$, and even $Amazon.com(AMZN)$. With the apparent crisis looming over $Alibaba(BABA)$, many has taken the hands-off approach with this company and has been looking for investment elsewhere. However, this presents one of the best opportunities to be part of the Alibaba company when it is at a 50% discount. I believe that it is in these times of fear and uncertainty, there lies the greatest of opportunities. And i believe that opportunity is Alibaba. Here are some statistics to show why: - Alibaba is trading at a Price-to-FCF multiple of just 15x, which is less than one-third of the average multiple commanded by \"FAANMG\" stocks. - Net cash position of more than $50B [Cash and Short Term Investments of $75B, Financial Debt of $23B] - Alibaba's annual revenue is expected to double from ~$115B to ~$240B This is the type of risk that i would be more than comfortable taking.","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/885822900","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["AMZN","BABA","MSFT"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":971,"xxTargetLangEnum":"ORIG"},"isVote":1,"tweetType":1,"viewCount":492,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/887481324"}