Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of BABABest OfAll BoardsThe Shrewd’m Weekly ¤Learn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of BABABest OfAll BoardsThe Shrewd’m Weekly ¤Learn to InvestHow to Become Shrewd


The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", sykesix asked the members: "What do you do if you arrive early at movie besides go to the snack bar?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
Answer this questionContinue to Shrewd'mThis note won't appear again
Stocks A to Z / Stocks B / Alibaba (BABA)
Unthreaded | Threaded | Whole Thread (5) |
Author: BenSolar ✶  😊 😞
Number: of 77 
Subject: Re: 3 minute video presentation
Date: 09/20/23 4:40 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 2
Given market conditions and valuations in China they should forget the split, prioritize getting back to $10eps plus, maximise free cash flow and share buybacks.


I agree, I'd rather see this happen than see the split go forward eventually owning 6 different companies, some of which will may not trade on a major US stock market.

I've been holding on, thinking the stock seems a great value given the price and the rebound in earnings and cash flow, growing shareholder's equity, etc ... but the uncertainty weighing over the Chinese economy, the Chinese regulatory environment, the US regulatory environment, and the announced breakup of the company ... it's a lot.

I admit to entertaining the thought of selling some or all of my holding ...
Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to BenSolar here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 77 posts about Alibaba. The article-length ones it recommended most:
Alibaba's Quarterly Report Review · 13 recs · 2024
BABA Pops on Ant News · 11 recs · 2023
Everything has a price · 8 recs · 2023
Unthreaded | Threaded | Whole Thread (5) |


Announcements
Alibaba FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of BABA | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community | Privacy