Subject: Re: o/t, the never ending wall street con, baba,
Don't get too over optimistic. The FT commentary refers to Goldman Sachs analysts sum of the parts valuation at $137 per share. I'm not sure how the other businesses will fare if they cannot be cross subsidised by the e commerce cash flow..... Some my do well and others crater and we'll likely end up with 6 shareholdings... And fund raising terms may not be favourable for existing shareholders. More questions than answers!


Yeah, I was mostly joking about the 5 more 14% gains, lol. I certainly don't expect a rocket back up to my average purchase price of ~$190/share. Depressing to hear a sum of parts valuation of only $137, though I'm sure that could change quickly if we start seeing business results anything like what we saw pre-Covid.