I react to part of recent interview with Alibaba Group Chair Joe Tsai, who discusses how he’s planning for Alibaba to get back to double-digit percentage growth within a defined timeframe.

Timestamps:

00:26 Recently reorganizing Alibaba management

02:24 New extreme focus, exiting non-core businesses

04:43 Challenges and reigniting strong growth

09:12 What should shareholders expect from management? 

13:04 Ongoing dividends

Related episodes:

Alibaba Stock: Chair Joe Tsai on BABA’s Big AI Future

https://youtu.be/71WRq1Ca4ew

Alibaba Stock Earnings: Big Buybacks, Special Dividend, Stock Down!

https://youtu.be/js4sBNJtWHM

Alibaba Stock News: Surprise Jack Ma Memo! My Thoughts | BABA Stock

https://youtu.be/mp6SdoFt2iY

Referenced video interview:

Joe Tsai on Why Alibaba is All In on AI https://youtu.be/8znIj2ML_Vo

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