050: Alibaba Deep Dive

1

Introduction

00:00 • 2min

2

How to Become a Superinvestor

02:22 • 3min

3

Buffet's Debt - I've Changed My Thinking on Debt

04:53 • 2min

4

Investing in the Stock Market

06:41 • 2min

5

Buffet in 19 73 - The Lesson I Learned

08:53 • 2min

6

Buffett's Net Worth Goes Down by Half, but He Got Enthused About the Situation

11:11 • 2min

7

Having Money Coming in From Operating Companies During a Market Down Turn

12:47 • 3min

8

I Don't Know What It's Like to Be in a Bear Market

15:29 • 2min

9

The Making of a Buffet, the Making of an American Capitalist

17:49 • 2min

10

Can I Continue That Strike of Making Good Decisions About the Future of Vaccines?

19:51 • 2min

11

What Happened in India?

21:59 • 2min

12

Are You Vaccinated?

23:57 • 4min

13

I'm Open to the Potential of a Covid Shutdown

27:35 • 2min

14

Ali Baba, the House That Jackma Built

29:39 • 2min

15

What Does That Have to Do With Investing?

31:20 • 2min

16

I'm Never Going to Use Alibaba, I'll Never Use Cloud or Alli Pay

33:18 • 2min

17

Butor

35:30 • 3min

18

What's the Biggest Ecommerce Business in China?

38:36 • 2min

19

What's the Business Model of Taubau and Tima?

40:15 • 2min

20

Is It a Wonderful Business?

42:43 • 2min

21

Cocacola Is a Magical Business

44:59 • 3min

22

Is This a Magical Business?

47:47 • 1min

23

Yunow. What's Up With That?

49:10 • 3min

24

Is It the Growth of the Motd?

51:56 • 3min

25

What's the Difference Between Cash and Short Term Investments?

54:30 • 2min

26

Is There a Balance Sheet Problem?

56:58 • 3min

27

Free Cash Flow, Yeard, Four % Yield?

01:00:10 • 2min

28

The Growth of Alibaba International Is Very Attractive

01:02:26 • 2min

29

Is There Any Ecommerce Company in the World?

01:04:44 • 3min

30

The Ant in the Room, the Elephant in the Room, Aunt Financial

01:07:41 • 4min

31

Do You Want Me to Work for a Sub Shop Franchise?

01:12:09 • 2min

32

Is Alibaba Worth 300 Billion?

01:13:55 • 2min

33

Is It Going to Be the Same With the Regulations?

01:16:13 • 2min

34

Is the Stock Down?

01:18:39 • 2min

35

Alibaba Group Holdings Limited, Caman Islands

01:21:06 • 3min

36

The Fasby Financial Accounting Standards Board Announces Rule Change

01:24:34 • 2min

37

The Chinese Stocks Listed in the US Are Dangerous to Hold With China Crash Down

01:26:56 • 4min

38

Investing in a Chinese Company, I'm Not Worried About the Regulatory Issues.

01:31:00 • 2min

39

I'll Be Watching My Superinvestors

01:33:29 • 3min

40

Investing With Tom on the After Dinner of Ester Podcast

01:36:24 • 2min