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

00:00

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.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app