MI371: The Case for Alibaba w/ Daniel Mahncke
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Complex Investment Case for Alibaba
This chapter delves into the investment case for Alibaba, addressing the negative sentiment and emphasizing its strong fundamentals as a buffer against risks. It encourages listeners to adopt a fresh view on their investment decisions while considering the broader geopolitical context.
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) is joined by stock investor and founder of The All-in-One Investing Platform, Daniel Mahncke, to break down the world’s largest online Retailer: Alibaba.
You’ll learn about Alibaba’s different business segments, how Alibaba has been impacted by regulations from the Chinese government, why investors have lost trust in Chinese regulators, what drives Alibaba’s profits, what drove the recent slowdown in Alibaba’s business, why Alibaba may finally offer an attractive valuation to investors, plus so much more!
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IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro
03:00 - Which segments drive Alibaba’s business the most
16:35 - Why the Chinese government cracked down on tech companies
17:02 - Why investors have soured generally on Chinese stocks
30:35 - How Covid disrupted Alibaba’s operations
34:02 - What is the outlook for Alibaba’s profitability
37:32 - How to value Alibaba
43:48 - Why Alibaba may finally offer good value to investors
47:12 - Which risks are most concerning for Alibaba
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
- Daniel Mahncke’s All-In-One Investing Platform.
- Warren Buffett Shareholder Letter 1994.
- Charlie Munger on investing in China and his Alibaba Investment.
- Howard Marks Memo: Thinking about Macro.
- Check out the books mentioned in the podcast here.
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