BABA

"Next stock, Alibaba. Now guys, Alibaba has been on a whirlwind."

"Alibaba was up 120% at one point. It was really driving the returns. That same stock is only up 17%."

"Alibaba states, ADM."

"Everything not in China that we discussed a few days ago with the Alibaba video. They're same thing."

"Good day, fellow investors. Alibaba was so loved just half a year ago, and now it's down more than 40%. But, it could be the best AI stock to buy now."

"If we go to the worst case scenario, the margin of safety value investing, slow growth, low PE ratio, then Alibaba still needs to go down to let's say 66 60s."

"I have a history with Alibaba. I have invested first when Charlie Munger invested, started position there."

"What is Alibaba AI plus cloud business, cloud model T-head when growing at 40%?"

"this is the stock price. I have estimated an EPS value creation of eight bucks per share that I think gives a fair valuation"

"Looking long term it's Alibaba. You can buy it on the cheap. It's the Mercado Libre of China is the Amazon of China."

"Stock number five, Alibaba. Buri owned Alibaba and he added to it. This is the Chinese e-commerce and tech giant."

"You know, um, Alibaba has the same problem. It'll never get the same respect, uh, same respect, excuse me, that Amazon gets because, well, they're not Amazon. It still has that, you know, Chinese discount, per se, on Chinese stocks. They will just never get the same amount of love that those type stocks get."

"Alibaba"

"MasterCard, DoorDash, Airbnb, Louis Vuitton, Alibaba, Paycom, T Rowe Price, Ulta Beauty, Target, Tractor Supply, Chipotle, Otis Elevator Company, Hershey, Visa, Poolcorp, Disney, Microsoft, and Adobe."

"Alibaba used to switch a little bit to buybacks and dividends and now they're all back to AI investing."

"When Charlie Mer bought and later sold Alibaba, he said it's just another goddamn retailer."

"I have a low price of 110 to 140, high price of 300 to 350, middle price of 190 to 224. And guys, like I said, this was based on 5% revenue growth. I don't think I was being overly aggressive here. So that's why I'm optimistic because I'm looking at a potential return if my middle assumptions occur of about 17 and a half percent per year."

"So the first stock is Alibaba. Think of Alibaba as the Amazon of China. They run massive online shopping platforms where hundreds of millions of people buy everything that you can possibly imagine."

"So, I'm building that position up again. And my thesis on Alibaba is long-term China play. Do I think China will be a much bigger economy 10, 20, 30 years from now? And if they are, will Alibaba be a big benefactor of that? I do think so."

"Alibaba"

"Let's discuss also Alibaba and Alibaba have owned it significantly. I started buying it too early but significant position bought here traded a little bit and now I'm out from Alibaba from my model portfolio because it turned from a fundamental perspective dividend buybacks cash flows from e-commerce to an AI bet."

"still [221s] Alibaba here"

"Alibaba did completely [288s] sell out of this one"

"Alibaba 32.5% [136s] trim"

"Wednesday, Nebus and Alibaba before they open weeks as well."

"I mean, if you look at [432s] Alibaba, it remained flat for a few [434s] years. But once Alibaba started moving, [437s] shareholders got paid years and years [439s] worth of returns within a few months, [441s] you know?"

"6% position in Alibaba"

"Alibaba held still competition with JD held that we discussed."

"Alibaba's e- health things like that."