Vertigo3d My thesis After publishing a bullish thesis on Alibaba (NYSE:BABA) on June 26, the stock rallied by 10%, climbing above a psychological level of $80 per share. The stock is still significantly undervalued as the market highly likely continues pricing in geopolitical risks. In my previous article I have described in detail why I believe that these risks are overestimated, so I will not focus on the geopolitical factor this time. The company has ample resources and strong management's commitment ...

Many of the world's most influential hedge funds use relative value strategies, which involve going long on undervalued stocks and shorting overvalued stocks. This approach is part of long/short equity strategies, a common practice in hedge funds to manage risk and maximize returns regardless of whether the overall market is rising or falling.Today, because of 13F filings, retail investors are able to track which stocks hedge funds are buying or selling — which can help them identify potential undervalued o ...

Ayman Zaid Introduction Alibaba (NYSE:BABA) recently reported its Q1 earnings, so I thought I'd take a look at the company's performance and see whether anything significantly changed since the last time I covered the company. I will cover the main parts of the company that will help the company in the long run, and even with conservative estimates, the company is a good investment; therefore, I am upgrading to a Strong buy and will continue to accumulate shares over the next while, as my position right now ...

When people observe the track records of Wall Street titans like Warren Buffett, who hold stocks through any storm and always come out ahead, they often miss the bigger picture. The big picture in this case is that these investors find companies with relatively attractive risk-to-reward ratios and a fundamental belief that there is an upside in the near future for these stocks.Today, most in the stock market are trying to figure out where the next opportunity may be or where safety can be found within the w ...

Robert Way Investment Thesis Despite the recent gains since our last coverage, Alibaba Group (NYSE:BABA) (OTCPK:BABAF) remains pressured by the global "Avoid China" / value trap sentiment. Investor skepticism continues to weigh on the stock, impacting its valuation and global expansion. However, completing Alibaba's three-year regulatory rectification after its 2021 antitrust delicate signals the potential for a narrative shift. As China bolsters Alibaba's domestic growth, regulatory concerns are easing, cr ...

Partnership and Product Launch - Alibaba com announced a partnership with Mastercard and Cardless to launch the Alibaba com Business Edge Credit Card, the company's first co-branded US credit card designed for small business owners [1] - The card aims to reward businesses for cross-border and domestic sourcing purchases through Alibaba com, offering benefits such as cashback and extended order protection [1][2] - The waitlist for the card went live on September 5, 2024, with applications opening later in the year [2] Card Benefits and Features - Cardholders can choose between 3% cashback or 60-day interest-free payment terms on Alibaba com purchases up to $40,000 annually, with 1% cashback thereafter [2] - Purchases outside Alibaba com earn 2% cashback on business expenses like advertising and dining, and 1% on all other Mastercard-accepted purchases [2] - The card includes a 90-day order protection through Alibaba com's Trade Assurance service and Mastercard World Elite benefits, such as productivity tools and cyber protections [3] - Additional perks include a $100 sign-on bonus after spending $3,000 in the first 90 days, up to $100 in annual Alibaba com coupons, and bi-monthly shipping discounts worth up to $120 per year [3] - The card carries a $199 annual fee [3] Strategic Importance for SMEs - The card is designed to add value for small and medium-sized enterprises (SMEs) by simplifying sourcing and offering financial management tools [3] - Mastercard emphasized the importance of digital tools and resources for small business success, highlighting benefits like payroll management, business education, and merchant savings [3] - Cardless views this partnership as a step into innovative financial solutions for small business owners, aiming to empower US businesses [3] Company Backgrounds - Alibaba com is a leading global B2B e-commerce platform, serving buyers and suppliers from over 200 countries and regions, and is part of Alibaba International Digital Commerce Group [5][6] - Mastercard is a global payments technology company focused on enabling safe, simple, and accessible digital transactions across 210 countries and territories [7] - Cardless is a fintech innovator specializing in co-branded credit card development, backed by prominent investors and serving major organizations like Simon Property Group and LATAM Airlines [8]

The platform's premier B2B e-commerce event marks the launch of its first co-branded credit card, upgraded financial and logistics solutions for U.S. businessesLAS VEGAS, Sept. 5, 2024  /PRNewswire/ -- Alibaba.com, a leading platform for global business-to-business (B2B) e-commerce and a business unit of Alibaba International Digital Commerce Group, today announced its new artificial intelligence (AI)-powered sourcing agent, along with new financial and logistics solutions, at its second annual CoCreate con ...

DNY59 BABA Stock: Previous Thesis and Q1 Recap My last article on Alibaba Group Holding Limited (NYSE:BABA) argued for a hold rating on the stock. That article was entitled "Alibaba: I Keep Disagreeing with The Crowd" and was published on the Seeking Alpha platform on July 22, 2024. In the article: I discussed the recent bullish sentiment surrounding BABA stock and the factors contributing to it, such as its low P/E ratio and regulatory easing in China. However, I argued that the P/E ratio is not as low as ...

Robert Way Investment thesis My previous bullish thesis about Alibaba (NYSE:BABA) aged well as the stock outperformed the broader U.S. market since June 5 with its 6.7% total return. I think that there are no reasons to become less bullish about Alibaba's long-term prospects. The company continues delivering solid revenue growth. Despite a temporary pullback in the EPS, its profitability is still strong and will help to accumulate value for shareholders. The financial position is a fortress, which is al ...

Robert Way What’s going on with the company? Management shakeup Alibaba’s last three years have been tumultuous. At this point, we believe that the firm’s previous CEO, Daniel Zhang, has been neglecting innovation and his inability to execute allowed formidable competitors like Pinduoduo (PDD) to emerge in the Chinese e-commerce space. Alibaba had to get more agile quickly, and beyond the reorganization plan that resulted in the formation of six distinct business groups, it was clear that leadership had ...