
051: Alibaba Stock Analysis With Investing With Tom
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
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Is This a Wonderful Business or Not?
Fornr: I've never used their services, and it's just hard for me to say anything based on experience. But the fact that monish pabra and charley munger bought this company screams like a ful business. The one area where i don't have experience yet or is the competition in china sso like earlier to night, before the show we're talking about like e b going into china at one point. And as far as the competition from outside china for thecommerce market in ch China does not concern me at all. It just doesn't seem like a threat.
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