After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments cover image

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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The Moat, Is It a Wonderful Business? Or the Moat Super Strong?

Towbow has been the main growth driver for ali barber for a long time. I don't think it's a winner take all type scenaria with the commerce. There can be multiple kind of successful players. i talbo is a little bit like, i guess, probably kind of comparable to something like eba in the us. And there's lots of big, successful, fast growing ne commerce companies in china like that.

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