BABA

LeakMyBigBowls

BABA gonna hit 90 tomorrow, why? Just cuz

Valkanaa

Feel free to buy BABA if you wanna but China's market is pure witchcraft

fe2sio4

Sold COIN puts to but BABA puts yesterday. AMA

sluttyseinfeld

My word these BABA calls are going to print so hard

1800cheezit

BABA 📈

SweeneyR0bb

I told y’all on Tuesday to buy BABA calls 

Fragrant_Mixture_453

BABA

TheyKeepBanningMeVPN

If you can think for yourself and aren’t spooked by US media’s portrayal of China. Then BABA is the ultimate buy right now.

Phuffu

You’re getting a lot of answers like AAPL, MSFT, BRKA/B, so I’ll offer something more contrarian: INTC, C, or BABA. Really unloved stocks right now and I think that presents an opportunity. Should you go out and buy these stocks right now? No, please don’t buy a stock because so dude on reddit said so.

Heimdalls_Schnitzel

So I'm thinking I did something wrong with my first vertical put spread I opened last week for BABA. When BABA was around $80 I entered the position and closed it this morning past $85. But my account just shows a $35 gain or something, instead of what I thought would be $400+. Sorry if this does not count as "discussion"

sluttyseinfeld

BABA bears will be sent to the gulag for reeducation

sluttyseinfeld

Hop in these BABA calls with me comrades

Adventurous-Key-7677

Ok BABA, get back in your hole

Dendoitt

BABA mooning

hoiboy178

Would be keen to get any thoughts from anyone re this bull case for BABA: https://jbglobalfund.substack.com/p/investment-case-alibaba-group-holding?r=24q3bo&utm_campaign=post&utm_medium=web I have a position and thinking of adding to it.

stickman07738

In my opinion, the companies with the largest datasets will prevail - GOOG=BIDU > APPL> AMZN=BABA > MSFT=META but there will also be industry specific players (like healthcare , possibly UNH or defense maybe PLTR, travel = BKNG)

momchilandonov

But the CCP is ruling from decades. Why they decided all of a sudden to do those tech crackdowns? Why allow BABA to grow in the first place? Also BABA is investing in China alone afaik, so it actually helps the economy thus prosperity. Besides the most billionaires/millionaires are in China if I recall correctly, so the communist slogan of "everyone is equal" is a little strange.

forjeeves

thats because it would have caused a too big too fail systemic risk, you know, the kind of risk that SVB got into if a market maker entirely managed the financing side of things, they- BABA - already managed payment services.

Junior_Edge7429

I'm sitting at a $73 buy in, so not too bad. I've def got burned chasing before though. I chased BABA all the way to $200. I really think the future market for Cloudflares DNS service is tremendous. I just can't envision the demand going anywhere but up. If you hold long enough maybe it'll pay off.

SweeneyR0bb

BABA calls frens 

7loUge

You're illustrating my point. The political climate for META in the US couldnt' be more different than the political climate in China. Trying to apply what's going on with META to BABA is a mistake. For instance, in the US there has been a ton of talk from politicians about monopolies. There are hearings and investigations into Meta, Google, etc. But nothing has happened as a result. It's just talk. In China, when the President said he wants common prosperity and no monopolies, they started fining Alibaba and Tecent and encouraging their competitiors. Not saying either method is correct, just that they are completely different. So the effects on the companies and their stocks are going to be completely different. Munger did invest heavily in BABA, but he also came back and said it was one of his worst investments he's made. Interestingly, not because of the politics, but because he realized that retail companies have terrible margins. Investing is difficult. Investing in China is double-difficult unless we take the time to really understand the culture and politics there. P/E is not going to cut it. I do have positions in Chinese ADRs, but they take a lot of research and work keeping up with. Anyone who doesn't want the trouble I would not blame. Anyone who wants to ride the big China bus, it's not going to be as easy as reading a valuation on simplywallst.

momchilandonov

My expectations were that BABA's earnings growth would slow down/stop and that the PE ratio would drop to stupid cheap levels thus it would've recovered and simply be a banger of a stock. For comparison something similar happened with META. It became so cheap it actually made a 30% rise in a single day from one good news which is very rare for a company valued at around 300-400$ billion at the time. It had reached around 10-12 PE ratio before recovery and now is sitting at 23. I don't recall a company with users in the billions trading at a silly 10-12 PE ratio. All big software giant companies are naturally around 20-40 PE ratio from my observations. I don't do much valuation myself, as I sometimes invest via instinct based on current position vs price (and doing analysis/research via some valuation/news sites) however I observe some professional's opinions. Charlie Munger doubled down on his bet that BABA is undervalued and he is the smartest person in the room. [Simplywall.st](https://Simplywall.st) was also giving it a nice valuation without any red flags, but I don't recall the target stock price - most likely was around 300-400$ range. Yahoo's summary of several financial analysts was giving it around 350$ 1 year target price. My instinct valuation was quite solid around March 2020, as the stocks I picked performed amazing after that and it was my first attempt at valuing by looking at the financials more thoroughly.

7loUge

>I feel like those companies are not just undervalued, but actually at probably close to their fair price considering the horrible performance If a stock is at fair value, by definition it's not undervalued. The biggest issue I've seen with US investors is projecting their own beliefs onto China, and then being puzzled when their Chinese positions don't move they way they expect. If you understand the Common Prosperity initiative, the downward movement in BABA makes perfect sense. If you understand their government, you understand why when Jack Ma called them incompetent, BABA suffered sanctions. Elon Musk can say whatever he wants about the US government or the SEC. In China that would not fly. What methodoly are you using to value these companies? It sounds from the OP like it's "because they've fallen so much, they should be moving up". What do you think about the compression in BABA's margins?

9tacos

BABA plummeting 

VisualMod

#Ban Bet Lost /u/REALLYANNOYING made a bet that BABA would go to 120.0 within **4 weeks** when it was 100.025 and it did not, so they were banned for a week. Their record is now 9 wins and 20 losses

putsRnotDaWae

Seriously? Have you met any 99 year olds? It's insane the diverse range of current events and topics he's able to talk about. Talks about he's still constantly learning from his mistakes even at his age. BABA being a big one and why. https://www.youtube.com/watch?v=9VVPO3KWj3A

Supermaj_

There are multiple risks investing in BABA (Chinese stock) First and the most important is the Chinese government who has a significant influence on the country's economy and financial markets. Changes in government policies, regulations, and restrictions can have a significant impact on BABA. Also there is some concerns that some Chinese companies have been accused of fraudulent accounting practices, such as not reporting all of their revenues or inflating their profits. This can lead to significant losses for investors if the company's true financial position is not accurately reflected in its stock price. No need to talk about Geopolitical risks and China's relationships with the United States… I will stay away from Chinese stocks for now.

7loUge

Not sure what you're responding to, I didn't mention valuation or sanctions, or even said BABA was a good investment. My question was, if all Chinese stocks are uninvestable as is often said... ​ >Then how do you explain Chinese equities that aren't in a downward spiral?

Kyaw_Gyee

U know BABA is a chinese company, right? When you talk about Baba valuation, the impact of CCP to Chinese stock is the first thing you will hear from people. If you only focus on company fundamentals without macro, you will probably lose money like Charles Munger. There is no valid way to evaluate a company when it has the risk to face sanctions left and right, face government irrational policies and shit. Yes, it appears to be cheap if you think all the points above are temporary (which I would disagree).

olearygreen

I lost my pants with BABA. Been selling puts and keep getting assigned. The world is preparing for WW3 between US and China. I’m kind of dumping money in the naive hope it won’t happen and the knowledge it doesn’t matter where your money is if we decide to go to war. Europe is treating China very differently. But now they have to be friends with Biden because of Russia so they’re following a bit more. But the main difference is that Europe understands you don’t need to be #1 to live a #1 lifestyle. Americans have been on top for so long they fear China to an irrational level. So war is what we’re going to get. Too many old people with nothing to lose on all sides.

Non-jabroni_redditor

I avoid it just for the fuckery of what the shares actually represent. If you’re buying BABA you’re not actually buying shares in the company. Youre buying into some holding company in the Caymans (or something like that) that gives and is given money by the real Alibaba through some profit-sharing-like contract With how china decides to quickly change how their opinion on subjects, often to the detriment of foreign interest/entities, I’m steering clear

7loUge

Those are general statements about China and their stocks. My question was specific to BABA.

stickman07738

The big issues with BABA is that it is a variable interest entity or VIE. listed in the Cayman Island that means shareholders are technically owners of shell companies rather than the Chinese enterprises that they they think they are buying. Professor Damoradan gave a [good overview on China Tech crackdown](https://aswathdamodaran.blogspot.com/2021/09/chinas-tech-crackdown-market-adjustment.html) last year that may help you understand. There is a video at the end if you prefer that format. I personally own a couple hundred shares as I think eyeballs will win in the long-run. Good Luck.

Signal-Lie-6785

I envy your ACB. My BABA holdings have been in the red for a long time.

7loUge

You'll get a lot of responses about what's wrong with the company, mostly point to China risk. I think it's more sentiment with BABA. There are a few Chinese stocks that if you bought in November would be up 75-100%. So it's both company selection, company specific sentiment as well as finding the oversold point. And a stomach for volatility is necessary. It's just a hated stock. If you can't hold it for 3-5 years without looking at daily charts, don't hold it.

Whaleoilbefuked

The CCP's attempts to control companies like Alibaba (BABA) are a prime example of their misguided and shortsighted approach to governance. By imposing stricter regulations and exerting more control over these companies, the CCP is essentially shooting itself in the foot. First of all, companies like Alibaba are major drivers of China's economy. By stifling their growth and meddling in their operations, the CCP is hindering the very businesses that are responsible for China's economic success. But it's not just China's economy that's at risk. these companies rely heavily on Western countries to buy their products. By alienating Western consumers and companies through their heavy-handed tactics, the CCP is essentially cutting off its own nose to spite its face. Furthermore, the CCP's attempts to control companies like Alibaba are a blatant violation of free-market principles. They're essentially trying to have their cake and eat it too: reaping the benefits of a capitalist economy while maintaining strict government control over businesses. It's a recipe for disaster, and it's already beginning to backfire. In recent years, we've seen increased scrutiny of Chinese companies like BABA in Western markets, with concerns around data privacy, intellectual property theft, and human rights abuses. If the CCP continues to meddle in these companies' operations, it's likely that we'll see even more pushback from Western governments and consumers. So, in short, the CCP's attempts to control companies like Alibaba are a shortsighted and misguided approach to governance. They're jeopardizing China's economy and alienating Western markets, all in the name of maintaining their grip on power. It's a recipe for disaster, and one that's bound to backfire sooner or later.

Pension2options

I like to sell PUTs on BABA every now and then, but right now banking premiums are too juicy not to squeeze. For long-term holding, especially with Sino stocks, they won't move until smart money gives the green light--just how the world works. (Institutions are 80%+ of the market).

Whaleoilbefuked

Listen up, fellow autists! It's time for some BABA DD to help us make some tendies! First of all, let's talk about the technical indicators. The ADX is currently at 29.69, indicating a strong trend, but it's important to note that it's a lagging indicator. The RSI is at 24.81, which is deep in oversold territory. The stock has been trading in the 80s for the past week, and the 52-week low is 58.01. So, it's currently near the bottom of its range. Now, let's take a look at the fundamentals. The P/E ratio is at a low 8.72, indicating the stock may be undervalued. The market cap is over $219 billion, and the company has a healthy EPS of 9.31. It also has a low PEG ratio of 0.90, which suggests the stock may be a good value. In terms of recent news, Michael Burry as recently as Q4 bought 50,000 shares of BABA. Now, we all know Michael Burry was the genius who saw the subprime mortgage crisis coming and made a fortune off of it and doesn’t want anyone to forget about it. So, if he's buying BABA, maybe we should take note. Looking at the chart, there have been some recent bullish signals such as the bullish engulfing candlestick pattern on March 16th, indicating a potential reversal in the short term. However, it's also important to note that the stock has been trading in a range-bound fashion for the past several months. All in all, there's definitely some potential for BABA to bounce back and make some tendies. The technicals and fundamentals look promising, and with Michael Burry throwing his hat in the ring, it's worth keeping an eye on. But as always, do your own research, and don't invest more than you're willing to lose. Good luck out there, fellow regards!

BagholderForLyfe

BABA calls and NVDA puts - feels just right.

VisualMod

>I think you're right about $BABA bouncing back. I would personally buy 20 $79 calls expiring 3/24 @ 4.00 / contract as well.

mingling4502

Is BABA the most hated tech stock of all time? It basically got none of the love this week that others did. WW3 concerns? I don't quite get it.

Dendoitt

BABA just cliff dived

Bobby-Firmino-Legend

I bought an hour ago some NIO, C, BAC, MPW, META, AMZN, BC, NCHL, CPA, CVS, SCHW, BABA, PLTR, CUC. $5k each. Would have preferred to have bought yesterday but hoping we are at the start of a decent bull run anyway!

Dendoitt

Sanctions on BABA👀

Dendoitt

Don’t like that BABA 1 yr chart

wouldntknowever

BABA can drop to $30 and I still wouldn’t buy. I only buy American 🇺🇸 🫡

Ill-Ad1603

Burry is buying BABA. Anyone buying BABA?

br0botic

If the day ends in y, BABA is red

HelloItsMeXeno

Spotted the BABA bagholder

Ill-Ad1603

Burry recently bought a shit ton of BABA. What are your thoughts on that?

laurencenor

BABA looking juicy. All indicators say its a buy.

Dendoitt

BABA better be at $90 by market open

VisualMod

I am not surprised that the market is down today. The overall trend has been downward for some time now, and I expect it to continue in the short-term. However, I believe that there are opportunities to be had in certain sectors and stocks. For example, Alibaba (BABA) is a company that I like right now. It is a Chinese e-commerce giant with strong growth prospects. I believe it is a good long-term investment at current prices.

kidicaru59

I'm a very stable genius. I'm green in 11 of my 13 current positions. Long BABA (red), GOOG, FAS, JNJ, HAS (red), SPX calls. Short TSLA, WWE, NVDA, AI, ULTA

mingling4502

Rotation into BABA

Tfarecnim

Wonder if the people bragging about buying BABA at the bottom a month ago have taken profits.

mingling4502

BABA hitting $300 by EOM

Sweet_Sharist

Yes. The whales I know whose dogs I watch when they’re traveling and bring in the mail as a courtesy have accounts all over the place. When I started in the game I bought Morgan Stanley stock during the pandemic because it was the one constant in every mailbox. Anecdotal but true and I did ok with it as a newb before I found SPACS. I think I also made weird gains on BABA and backed out right before they shat the bed on the IPO. I remember Hong Kong social media spooking me and backing out. Anyway they are all in many different banks and for many different reasons as they have different functionality. They also hold accounts in different names-the entire family is used in the distribution process. Every child and cousin has a name to use, while they probably don’t have access to the account. To be fair, they are structured thus for taxes, primarily, I think. It doesn’t even touch on the trusts which is a whole other bailiwick of accounting and accountancy that distributes the risk and taxation liability. Labyrinthine accounting

musanifshah3010

I check my ttp dashboard and pick the stocks for my funded account. Usually BABA QQQ AND TSLA

VisualMod

#Ban Bet Lost /u/DescriptionOk4772 made a bet that BABA would go to 82.0 within **1 day** when it was 83.03 and it did not, so they were banned for a week. Their record is now 1 wins and 1 losses

Particular-Wedding

Jack Ma spoke out about the fragility of the Chinese banking system. He was reeducated for his efforts. So, were BABA shareholders.

stickman07738

I learned my lesson during the Dotcom bubble. I thought I was a "F"-ing genius with QCOM and few others from 1998-2000 and all the Y2K hoopla. In mid-late Jan, there was like a 10% drop - "I am a f-ing genius, rushed in to buy the dip"; by mid March-April, lost $300K and got out it. It taught me a valuable lesson, max out retirement accounts with low cost mutual funds and save 15% cash of yearly income for emergencies, after that than purchase blue chips names and reinvest dividends. Then and only then develop a ~10 stock speculative portfolio that you did a lot of DD. For me, more than 10 are difficult to keep current. It also taught me to have a strategy on both the upside run and to manage downside risk (if any drops by ~20% of my initial investment dollars - I am out but will watch). On the upside, I take profits at 25% and if its 50%, I sell 1/2 - 1/3 and let the remainder ride and not really tracking it. (Today those stocks include META, BABA, CC, AMD, and LLY.) So when the crash happen in 2008, I was well positioned and rode it out. Retiring early and been enjoying the good life. Today, I have a speculative portfolio to keep my mind active. I will ride this crash out and look for opportunities for my speculative portfolio.

Jaysler

My BABA stocks burned me this week 

mpoozd

Simply it means Winnie the pooh will keep fucking BABA bagholders 

Yachts-n-Thots

Whats the world come to when BABA is the one saving my account.

mingling4502

My BABA calls are green

br0botic

Should’ve rotated into safe havens such as BABA 🥴

BagSelect

After he said that, and before now, he went long on JD and BABA. He’s just an idiot, not a visionary.

4rt3m0rl0v

To give you an idea, here are the approximate GDP's of some of the largest economies in the world: № 1: US, $25 trillion № 2: China, $20 trillion № 3: Japan, $5 trillion № 4: Germany, $4.3 trillion № 6: India, $3.3 trillion Since the late 1970's, hundreds of millions of Chinese have been lifted up out of poverty as the result of trade with the US. The Chinese economy is primarily export-based. If exports collapsed, so would China. There's a brain drain phenomenon that goes on. I've personally been to China, to their Harvard. Their best professors have PhD's from American universities. The wealthy people send their children to study here. From India, we have a large number of immigrants into the US. It would be interesting to know the demographics of Google, Microsoft, and Facebook. Among software engineers, I suspect that there is a high percentage of Indians. I mention this because, to make money, people generally come *to* the US. They don't go from the US to somewhere else. Does India have more growth potential than the US? Sure. But they don't have the infrastructure, or the capital to build in en masse. They'll also need a lot of time. China would be greatly harmed by anything that harmed us, because we're locked in a deadly embrace with it. We rely on it for cheap, low-end manufactured goods. They rely on us for cash. There are loads of joint US-Chinese ventures in Shanghai. One of the main reasons for our success is access to capital, excellent education (at least at the Ivy League level), and a culture that promotes innovation. In China, it's different. You rote memorize, and draw within the lines. The culture is strongly collectivist and about shame avoidance. It's group oriented, and this inherently discourages the kind of individualism that we have here, which seems to be a necessary condition for groundbreaking advances paved by new ways of thinking. If the US were to falter, so would all of the economies that feed it, including China and India. The US is sort of like a limiting reagent in a chemical reaction. Also, populations are falling. It's hard to have growth when that happens, because demand can't keep going up. Eventually, you run up against planetary constraints. A larger population by itself isn't enough, though. You need excellent higher education, infrastructure, capital, and the right culture to achieve it. Then, there's corruption. It's a huge problem in countries such as Russia, and it exists in China and India, too. Corruption is more frequently exposed here than elsewhere. We don't have a perfect system, but it's not terrible, either. When I add all of this together, I'm left with the impression that the US has the right combination of ingredients to do better than any other country. I can't think of any better market to invest in than the US market. There's a tremendous amount of risk involved in investing in China because of one-man rule. Look what Emperor Xi did to BABA, for instance. Yes, long-term investors will be fine in the US, just not anytime soon. Good Luck, Artem

VacationLover1

Bought some December 2025 BABA calls today.. I’ll wave to you 🏳️‍🌈 bears from my yacht in 2 years

MrPicklePop

BABA

Menu-Quirky

Time to sell $BABA puts its cheap again

VisualMod

**Ban Bet Created:** **/u/DescriptionOk4772** bet **BABA** goes from **83.03** to **82.0** before **10-Mar-2023 07:09 PM EST** Their record is 1 wins and 0 losses.

vervii

AVGO, TI, ASML, WOLF, BABA, CRSP/EDIT/BEAM, some kind of vertical farming stock that I haven't researched well enough yet.

IllustriousSignal575

Friends "dont do options, theyre too risky" *turns $10 in to $3000 on a good BABA Call*

mingling4502

leaps on BABA

someonesaymoney

I remember when BABA was a steal at $200 lmao

br0botic

BABA has been red 22 of the last 30 days

MustWarn0thers

BABA having a really good month.

LeakMyBigBowls

BABA to 80 eod

jeffynihao

BABA why you do this

maddhy

CCP commands BABA's employees to form a human centipede

mingling4502

What's the $BABA price action telling us?

stickman07738

In my opinion, the companies with the largest datasets will prevail - GOOG=BIDU > APPL> AMZN=BABA > MSFT=META but there will also be industry specific players (like healthcare , possibly UNH or defense maybe PLTR, travel = BKNG)

Jaysler87

Putting half my port on BABA. Don’t fail me China

Jaysler

BABA will save the market!