BABA

N0RiskN0Reward

I’ve been in BABA and CVNA since IPO. they are down 50% now. Sure I keep holding like I’m supposed to. They just keep going down.

_ziros_

Pour one out for BABA holders

kidicaru59

BABA looking juicy at this discount

spellbadgrammargood

rip BABA

karamka0

BABA is the gift that keeps gifting a pounding to my tender bottom side. How many dips can there be in one stock

vinnyk407

At least We can chat about videogames instead of stupid ass BABA

vinnyk407

Bought BABA calls Friday Fully gaped

Working-Form1858

US regulators are moving slowly but surely to delisting BABA

yoyo248

Alibaba falls over 4% to $125.75 on U.S. scrutiny over national security $BABA

Working-Form1858

BABA getting hammered

Working-Form1858

BABA getting hammered

brooklynbest97

That’s it I’m not betting on BABA anymore…

VisualMod

>U.S. EXAMINING ALIBABA'S CLOUD UNIT FOR NATIONAL SECURITY RISKS - SOURCES $BABA ^\*Walter ^Bloomberg ^[@DeItaone](http://twitter.com/DeItaone) ^at ^2022-01-18 ^06:00:18 ^EST-0500

EatThetaForBreakfast

I don’t care what it takes, after what they did to companies like BABA and the beating my investment took, let’s raise these fucking rates high.

kk7766

For as many days $BABA is down in HK im surprised it's not $20 at this point

MasterDebator691269

Yeah please do! I’d like to be but I have no problem with cutting my losses or even gains short before the long term arrives if the trend has turned against me. Just started investing this year basically with Ford from above and I day traded from 2020-2021. Looking at $BABA and $TME right now. Oil and bank stocks look good but they’re too expensive even if they keep going up like they probably will so I missed the train on those and patiently wait for the ARKK stocks to come back or mega cap tech to resume its course higher, whichever is first haha

AAPLx4

You sound like a shill, did you even watch BABA for last few months

secondliaw

RIP for all the $BABA gang

davfromBK

What does WSB think will happen to BABA in the near future especially considering that CCP lowered interest rates ?

vinnyk407

Think we finally see BABA make a comeback?

Q_Hedgy_MOFO

I have those same stocks in my portfolio minus HOOD and BABA. Yea, down but holding cause $TSLA is covering for the rest....

BoastfulPrudence

Yup untapped reserves you limp squib. Just not for crap-fundie flash-in-the-pan meme. Bear puts on F NVD XOM PYPL JPM BAC BA AMZN BABA?

SteveStacks

BABA Gang thriving

stockrot

I lived in China for Six years ... Alibaba has this shopping day called Singles day it is ridiculous :) Singles Day has now grown into the biggest shopping event in the world by consumer spend—eclipsing Black Friday and Cyber Monday combined. ... In the U.S., Black Friday online shopping last year surged 22% to a record high of $9 billion—a mere fraction of China's online Singles Day sales. FULL Disclosure : I have Zero position in BABA personally but I have a fuck ton of BRKB. I am thinking seriously about following the old bastard into BABA. Another words I am not shilling BABA

Alternative_Style761

Isin XS2337090851 3bab. Its a 3x daily BABA etf but its very risky you can loose everything if you time it wrong

the12ocket

Chinese interest rates dropping=BABA calls at open

SteveStacks

BABA $140

subie_du

Those of you who talk shit about BABA, when was the last time you visited China?

TattooedCutie87

I feel like everyone hear knows I’m going to say… Fuck BABA.

mingling4502

BABA is a safe haven.

Powerful_Ad_1024

Even muslims don’t care…. Some Muslim nations are buddy buddy with China… so why bother…. BABA to the moon

Boxman212

Well I'm old LOL. I invested in myself first and my own businesses and I think everyone should do the same. When I made engough money from my own businesses, I bought a bunch of rental houses in cash. I owe money on nothing. I am completely debt free. This is the most important thing IMO. I lost 250k during the Dot Com bubble in 2000 and it was the best lesson I ever learned. It took QQQ 13 yes 13 yrs to recover. So with that in mind I'm never taking a risk with any stocks, it is just fun for me. I would never suggest to use the stock market as your full source of income as the chances are it will not work out for you. I own and day trade / swing trade BABA. It is always better IMO to trade stocks you are long Bull on. I own CENN only because I think it is hilarious. It has been a terrible investment. I make most of my money day and swing trading squeeze stocks. I don't think there will ever be another AMC or GME but there are a ton of stocks you can make 20 percent on in one day. Just use a stop loss after your entry IMO. You can check the forums on here for those type stocks and maybe follow Bored Billioniare on here and twitter also look what the trade volume is doing (Is is going up or down all you really have to know about chart reading is what a head and shoulders are and a tea cup and handle really). I know a huge correction is coming soon to crypto, the stock market, houses will go a little higher and they will also correct after a couple yrs with interest rates increasing and more inventory (I'm selling a few of those right now). No one ever knows what will happen other than prices will go up and down. The market is still close to the ATH so it is hard to recommend a stock really. This reminds my very much of the Dot Com bubble. Lot's of these stocks have no PE or EPS or a very high PE and low EPS. Bottom line are you are investing for the long haul I think you should find a stock with a low PE and high EPS, also google the stock to see what debt they have. The worst thing a stock can do is offer more shares will you own it so watch out for that. Follow me if you like I will start putting up info on stocks that I'm looking at or buying. I'm pretty sure a bear market is on the way just no one knows when except the hedges etc that can manipulate stocks. Was this reply short enough for you? LOL

Competitive_Ride

Schamath is right. Nobody cares about BABA shareholders.

WorkingCorrect1062

BABA leaps, PLTR calls

AugustinPower

Man West Taiwan stocks really hitting the 💩-er recently, I think my BABA calls are really going to 0

chedrich446

Commies rekt again eat shit BABA gang 🤣

ALLINERRYDAY

Where is BABA??? Feb 1st Pre-Market😎

peanutbutteryummmm

Somebody bought some $BABA calls 😂 Jk

B1gChuckDaddySr

Take me BABA tonight....

r10p24b

It’s booming in conjunction with Chinese investment. I have ethical concerns with the interconnectedness there. That said, I’m also dropping my nuts into BABA, so maybe I’m a hypocrite.

Puzzleheaded-Sport22

Contextlogic $20 AMC$50 BB$30 BABA$250

ADA-BTC-ETH

I have been holding the bag for so long now on BABA

General_Asleep

BABA should like a lot meaner than the rest.

blueberrydanishguy

WSB promo of china falling makes me more confident in BABA. When you bring nationalism to financial analysis, you are doomed.

SPYOptions

BABA is now on a rebound. I'm currently holding some calls back to 165.

Redwolfbluewolf

I love how on a few down days and some interest raise progress all these blue chip and value picks are flooding the sub. Innovative and growth is not gonna come from Coca Cola. You’re young, get your risk on now while you still can. $BABA and $YINN this week!!

OnotagreatnameO

I think BABA is such a good stock but unfortunately there are political risks there. Certainly there is a political risk of it getting delisted but I think the bigger political risk is that it has fallen out of the favour of the government. However, fundamentally, it is such a good stock. Everyone in China buys from Taobao and it is the go-to store of the entire nation. PDD can't compete with it. I have a position in NIO too and I think the decision was ill-made. The government likes to push ahead their carbon neutral policy but the EV space is just getting too hot. NIO tries to target the upper class citizens but imao, TESLA gives them a better signature of an upper class citizen. Unless the gov bans TESLA, I think TESLA is going to have a better future than NIO in China. Internationally, the traditional car builders are catching up. I think in terms of quality and value for money, the European buyers would go for Japanese brands... just my 2 cents... I am looking for opportunities to offload this stock.

hemi2hell

BABA if you have travelled anywhere in SEA you will know has a presence like Amazon! They are BIG, but a big profitable company <>great stock price, I have lost all my seed money in baba (ALL) because if you evaluate the company it is probably the best value in the world (just think ant financial), but unless you have fuck you money and can wait for Xi to step down…you not making penny out of this

StockAstro

BABA growing Lazada by 4X revenue, in house chips and large data center expansion. Anything negative is just Media FUD. BABA will break $260 this year IMO and will see $500 inside of three years.

KyivComrade

>Nah that was legit. Weed is memeworthy and legalisation, even if speculative, means growth. Few words have caused bags so heavy, this is $BABA and $WISH levels of hopium. Your addiction is speaking, not your common sense. As weed is legalised a *race to the bottom* is created, as more and more companies fight over the market. Profit margins go down in this cutthroat environment...just look at weedstoxks historically. They've *never* been a good long term play. They may be one day, once the *market has stabilised* but that's many, many years away.

fixerdrew02

I dunno. But I sold all of my BABA…it was/has been my worst investment yet

Liakas_1728

BABA to the moooon

Alotta_trades

$BABA to the moon. 🌙 🚀

J_da_CPA

BABA CEO calls coronavirus a black swan event in February 2020. That has aged well

vinnyk407

Something going on with HSI stocks? I have some BABA calls

thehouseofcrazies

The title may make it seem like I'm trying to pump my BABA bags but I don't currently hold any Chinese stocks and don't intend to purchase them in the future. The federal reserve and ECB are trapped in case of an economic slowdown while China has plenty ammunition to stimulate growth. Can't help if facts hurt your feelings.

sincitygames

China just cut rates. We have the FED wrecking havoc with rates and China is now going to pump their markets. Should be good for beaten down chinese tech like BABA etc.

thelastemp

I personally know that BABA has been wrecked the last 3 months. Thats probably hurt your portfolio

Competitive-Evers

BABA

TattooedCutie87

Fuck. BABA.

hardcore_softie

We still liking BABA right now?

_Right_Tackle_

BABA puts gonna print harder than the money printer in 2020

dadjokes1959

All in on $BABA, $SOFI, and $BHG. $BHG’s market cap and now officially below the book value.

Abject-You3160

NIO / BABA. im bleeding

gqreader

I guess I must be financially incompetent. But let me explain why EBIDTA is used because I must be so incompetent. Its simply a proxy for cashflow that is capital structure neutral. If a company is still growing, we use that proxy instead of earnings because by the time earnings matter, its already too late to be invested. You realize stocks with a PE of 10 or less are trash companies that are expected to be disrupted right? Its cheap for a reason. There's no growth or additional streams of revenue that company can get into. You will always miss opportunities if you only focus on earnings, but have a bias towards low P/E "value" companies that are junk. Don't sit high and mighty with a false sense of understanding (or lack of understanding) of when to use EBITDA or earnings as a method of determining a good opportunity. Re: $INTC Ahhhh I understand why you're being so condescending.. bro you're probably bag holding INTC. Got it. lol, we don't need 10 years to see the performance. Give it 36 months, itll be dead money like since 2018. As a financial guru like you believe yourself to be... ask yourself. Do you believe that in the value chain, does "manufacturing" or the "foundry" business strike you as a high moat or high margin segment of the value chain? Do you know why since 2018 the stock price has been flat, even during incredibly high demand for chips through 2020+? INTC is getting its lunch eaten by AMD in the commercial server business and the margins are shrinking. Do you even understand the issues with the business? Or do you just see "cheap" and jump head first without formal analysis of the underlying issues? Let also guess, youre bag $BABA because its also so "cheap". Where as you're shitting on the cloud business that MSFT the 2nd dominate player. growing like wildfire in, with incredibly high stacked margins and its entrenched MOAT position, with diversified revenue streams between consumer + commercial customers. But please tell me why its such a overvalued trash company... Yes, lets print out our comment and revisit in 10 years. 10 years ago at 24, my portfolio was $150k, now.. $1.5M, maybe in 10 years, $10M? hmmm maybe, but I'm financially incompetent. So who knows. But I've had a good run.

brook__trout

Cramer the kind of guy who goes all in on BABA

Trevor72isthename

All in $BABA

mingling4502

BABA gonna make me wealthy this year. DGAF what anyone says

suboxhelp1

Yes, this 100x. At the end of the day, you have shares in a Cayman shell company that may or may not have any legal claim to the real one, depending on China’s daily mood. And the founder may or may not be randomly kidnapped for months because he thinks China’s banking system could be a bit better. Even if you get past all that, consumption in China is slowing. People’s wealth is disappearing from housing market losses. 70% of people’s wealth is reportedly tied up in property. Housing prices continue to decline for 4 months straight for the first time in several years. When people feel poorer, they consume less. BABA’s earnings may be at risk; they already had a disappointing ER last quarter. Larry Ellison, James Matis, George Schultz, Rupert Murdoch, even Walgreens, among other sophisticated investors lost everything in Theranos. Just because Munger (or anyone else) likes it doesn’t mean it’s going to work out.

HTML_lovin

Let me guess. $BABA on margin?

annoyingcrow469

I’m more pro China for investments than most people but this doesn’t seem like a good idea. With auditing requirements you’re gonna wanna choose a company that complies with PwC auditing. I haven’t looked into the smaller companies but large ones like BABA are cooperative. I also like BIDU, PDD, TME, HUYA, JD.

9Heisenberg

Try to find what has potential to go up, not past performance or lagging…. If its lagging its lagging for a reason….. I’m a dip or lag buyer too though its hard to predict what goes up…. Take PANW (tech) for example I watched and bought at nice dip of $220…. Saw it go up to $275 (ATH) then sold…. Only saw it later double up to 500$ or more…. In oil business, there are companies like ENB which is great pipeline business pays great dividend (~8%) also less susceptible to oil prices swings…. Then there are integrated companies like Suncor who are into distribution AND operation too…. which is why I like and less prone to oil price going down (because of integration)…. Then there are SLB who supply equipment which will go up if production keeps going up … look for different values like that…. Sometimes I just compare Morningstar rating (current price to fair value) to buy stocks… works most of the times like SLB, ABC etc…. I did get burnt on BABA following that strategy though….

-ShartDAD-

BABA was a ride that I didn’t want to take any long. Came out even, and knowing my luck it will likely jump up, but I’m at pace with my decision :)

EAS893

Maybe BABA? Im still holding, but I'm way down. I still think it's a good company, I just failed to take into account the political situation in China. At this point it's a small enough percentage of my portfolio that I'm not too concerned about it, and even with it weighing me down, the overall portfolio is still doing pretty well, so I'll probably hold, but for future investments, Idk if I'll go for Chinese firms. I don't think I currently understand enough about the political situation in that country to be able to properly take it into account in my company valuations and risk assessment.

The_SHUN

I just bought $BABA at $133 because its damn cheap and undervalued, if it tanks by around 30% from this price I'll add another position

PleaseNoMarketCrash

You sound very emotionally attached. >Complete nonsense and FUD. The CCP is literally dissapearing the wealthy, the businessmen and celebrities who pose a challenge to their authority. The intervene in businesses constantly. They dont even follow international laws in regard to patent laws. China is the wild wild west. >Also Munger tripled down on BABA. I doubt they invest if that were the case.. Logical fallacy. Appeal to authority.

ImEnglish121

This sort of shit has been said for years. Complete nonsense and FUD. Buffet and Munger invested in an EV company years ago and are killing it. Also Munger tripled down on BABA. I doubt they invest if that were the case..

JPowsmagicwand

I mean yeah, momentum is everything in this market because of algo-based trading. A stock goes up 10% and every retail trader, and even institutional trader has been formed to believe that there has to be some retracement, some profit-taking, some reversion to the mean, but no. Algos pick this up as a buy signal, and it starts running, building a trend of its own. FOMO has effectively become a successful trading strategy because it takes advantage of the volatility on the way up that algos and high options trading enables, ie gamma squeezes and such. Same for going down. Once the ''trend'', which is always somewhat of a fiction, is broken, then we go down, and down, and down. Look at UPST, look at NFLX, look at BABA for christ's sake. Unreal. It's literally just buying the dip until that fails, then short the rip until that fails. Any type of contrarian approach based on fundamentals is doomed to fail in the short term.

VirtualTraffic1778

No problem. The reason I suggested that was unless if you believe in what you bought when it drops you will sell Rather than seeing it as opportunity to buy more at a cheaper price. I liked BABA at 210 the 111 price a few weeks ago made me sick because I was not in a position to Buy more at a cheap price. I think not selling what you have is a good practice teaching you not to sell winner and also to have conviction about what you buy. Also read about the cofee can portfolio. This all specifically for your question, it changes depending on the situation a bit.

MASH12140

I’m In large on BABA at 110. Biggest position holding for 5 years. Ignore the noise this stock is worth double based on math

eternalrefuge86

Let me gues, you also have BABA 1/21 160c

mretmaza

When the Fed raises rates for 2 consecutive quarters it will be the trigger for the sell off. They have already starting warned the public. Do you not think the correction or whatever you want to call has already started? Take a look at some of the big issues out there, PYPL, SQ, BIDU, BABA etc. how much are they down from the top?

Acrobatic_Can_365

I say BABA once CCP interferes less again probbaly as they approach close to Beinjing Olympics

Whatdaheck132

92 shares of BABA

itsworththewhile

I didn't know Canadians say "lads," unless you are UKanadian. But anyway, I'm with Charlie. Probably a bit over-weighted, slightly over 10%, in BABA.

gqreader

$SE is how one plays the demographic growth of SE Asia. China is facing a demographic collapse and I don’t see they being able to fix it anytime soon. $SE excels with its ultra local and grassroots strategy to the gaming, e-commerce, fintech approach. But just understand. This bad boy can go -50% or -75% this year due to slowing growth. But a lot of companies go through an S curve as part of their growth cycle. $100B on $8-10B of revenue. That’s a stretchhhhhh. But if growth numbers come in strong 50-70% yoy rev growth. Stock will bounce back. This is where all the boys want to play $BABA and Asia growth. But don’t have to deal with CCP issues, as tencent divested a significant portion of their ownership. And they are also crushing Lazada as a competitor. This is an all or nothing growth play. The gaming portfolio and cashflow is fueling the other parts of the business growth.

Sir_Bryan

Not really, a lot of growth tech has taken a 60% hit over the last year already. Im not one add to positions that are well above historical highs, but I’m getting a 25% discount on companies like NVDA, AMZN, MSFT, PYPL, BABA, that I am extremely confident will outperform over a long time period and are cash flow kings (outside PYPL), I’m not going to hesitate because of interest rate fears. I’m also comfortable entering high growth tech stocks that I like that are 60% off highs yeah. You are acting like growth tech is sitting at ATHs when that’s far from the case for most.