After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments 051: Alibaba Stock Analysis With Investing With Tom
Aug 2, 2021
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Introduction
00:00 • 2min
Investing With Tom - I'm a Tom Bosser
01:34 • 3min
The First Ugy War Ge Back
04:11 • 4min
Are You Looking at This as a Wonderful Business?
07:57 • 4min
Alibaba, the House That Jack a Built
12:14 • 3min
The Moat, Is It a Wonderful Business? Or the Moat Super Strong?
14:48 • 4min
Is This a Wonderful Business or Not?
18:55 • 3min
China Commerce Market Research
22:11 • 1min
Where Do You Want to Start?
23:39 • 2min
J D
25:41 • 2min
Are You Just Looking at Ali Baba?
27:54 • 4min
What Are Your Thoughts on the Valley Pays Business?
31:56 • 4min
Is There a Chance That You're Getting a Cash Flow Yield on Ali Baba?
35:40 • 3min
DCF Model With Ali Baba Overall With Aunt, What's the Probria Probri Commandment?
38:36 • 2min
What Kind of Usur Growth Do You Think Ali Barber Can Get?
40:53 • 2min
Is the Cloud Business Worth 700 Billion Dollars to Day?
42:58 • 2min
Is That a Margin of Safety?
44:44 • 5min
What if the Regulatory Thing in China, This Crackdown, Is Just Like a Bonus on Top?
49:47 • 3min
Is the Business Getting Better or Is It Egregiously Overvalued?
52:28 • 2min
Is Ali Baba Going to Be a Part of My Portfolio?
54:36 • 4min