ValueMonk

    • ValueMonkValueMonk
      ·08-24 12:08
      Michael Burry should probably just stay away from Alibaba. Every time he buys into BABA, it feels like the stock plunges soon after. Maybe Alibaba shareholders should be more worried when Burry buys than when he sells. 😂

      Burry Steps Away from Alibaba, Cites Valuation Concerns and Shifts Focus to JD.com

      Michael Burry has voiced sharp criticism of Alibaba Group Holding Ltd. shares, labeling them as overpriced, and revealed that he has recently liquidated his stake in the Chinese tech behemoth. The...
      Burry Steps Away from Alibaba, Cites Valuation Concerns and Shifts Focus to JD.com
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    • ValueMonkValueMonk
      ·08-24 12:03
      This is not a balanced analysis of Alibaba. It sounds like the conclusion was decided first and the arguments were selected afterwards to support it. There is almost no meaningful discussion of Alibaba’s strategy, AI and cloud ambitions, e-commerce restructuring, international businesses, cash generation or shareholder returns. Calling out risks is completely fair, but ignoring the other side of the investment case makes the video look biased rather than analytical. If you want to be bearish on Alibaba, show the numbers and explain why its strategy will fail instead of just recycling negative talking points.

      Alibaba Is Betting Big On AI… So Why Is Wall Street Worried?

      Alibaba Is Betting Big On AI… So Why Is Wall Street Worried?
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    • ValueMonkValueMonk
      ·2025-11-15
      this is just what the US wants. they can't win chinese AI, they just smear it. loser mentality...

      White House Says Alibaba Is Helping Chinese Military Target US, FT Reports

      UPDATE 2-White House says Alibaba is helping Chinese military target US, FT reportsAdds comments by Chinese embassy, White House declines to comment, paragraphs 7-9WASHINGTON, Nov 14 (Reuters) - Washi
      White House Says Alibaba Is Helping Chinese Military Target US, FT Reports
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    • ValueMonkValueMonk
      ·2022-03-04
      $Alibaba(09988)$what has Ukraine war got to impact Alibaba.. As if their whole operation is there.. Markets overreacting 
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    • ValueMonkValueMonk
      ·2021-07-08
      $Alibaba(BABA)$ fast and furious.. one time pain to bring their message across to the techies.. Very fast the prices will recover (V-shaped) 
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