This episode includes a summary and analysis on the Alibaba September Quarter 2023 Earnings results, and my thoughts on BABA Stock, in the context of the current China economic backdrop, and the massive drop BABA stock has had since its peak in late 2020. See below timestamps:

00:00 BABA stock price activity

00:51 Update on super-investors who own Alibaba stock

02:05 Alibaba news commentary since earnings - geopolitical tensions and chip supplies

06:39 Alibaba quarterly earnings highlights

08:25 AI front and center of Alibaba strategic direction

10:09 September Quarter 2023 Results - diving deeper

13:19 Final thoughts

Related episodes:

Stocks Today With JJ: Alibaba Earnings Q3 2023 Reaction - Why Has BABA Stock Plunged? https://youtu.be/Q6ETdseI_Ac

Alibaba Stock News: Logistics Arm Cainiao to IPO! | BABA Stock https://youtu.be/BvmBr7_DyhU

Show your appreciation for The Art of Value by buying JJ a coffee! https://www.buymeacoffee.com/jjprojects

Using a referral link helps support the show, thanks!

The main investment brokerage I use to buy international stocks, and to hold cash at good interest rates, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.