This episode is an update on Alibaba’s ongoing spin-off plans for its various business segments, starting with the Alibaba Cloud Intelligence Group within the next 12 months, with others to follow. I explore what these business are, what they do, and what their prospects are as future individual companies.

Timestamps:

00:00 Intro

00:37 First Spinoff: Alibaba Cloud Intelligence Group

02:10 Next IPO plans

02:28 China Commerce

03:08 International Commerce

03:38 Local Consumer Services

04:08 Cainiao

04:38 Alibaba Cloud

05:14 Digital Media and Entertainment

05:36 Innovations and Other Initiatives

06:30 Final thoughts

Related episodes:

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https://youtu.be/caAUsjmMGRw

Alibaba Reveals Break-Up Plan! | Big BABA Stock Upside?

https://youtu.be/spwgEGJlxmc

Mohnish Pabrai: Why I Switched from Alibaba to Tencent

https://youtu.be/v27JsHlgPZU

Are China Stocks UNINVESTABLE or HISTORIC VALUE OPPORTUNITY?

https://youtu.be/qfrjfIEx1vw

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