The Intrinsic Value Podcast - The Investor’s Podcast Network

MI371: The Case for Alibaba w/ Daniel Mahncke

Sep 30, 2024
Guest
Daniel Mahncke
In this discussion, stock investor and founder of The All-in-One Investing Platform, Daniel Mahncke, dives into the intricacies of Alibaba, the global retail giant. He breaks down Alibaba's diverse business segments and how they've been affected by Chinese government regulations. Listeners will learn about the factors driving Alibaba’s profits and its recent slowdown. Mahncke also offers insights on why Alibaba may now present an attractive investment opportunity, despite the risks, and what the outlook is for its profitability moving forward.
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Episode notes
1
Intro
00:00 • 2min
2
Alibaba's Journey: Growth and Challenges
02:21 • 11min
3
Alibaba's Investment Challenges
13:07 • 10min
4
Regulatory Struggles and Cloud Challenges of Alibaba
23:17 • 17min
5
Navigating Financial Challenges and Investment Opportunities
40:11 • 4min
6
Alibaba's Financial Landscape and Market Risks
43:41 • 15min
7
The Complex Investment Case for Alibaba
58:12 • 2min