Subscription Service - With a single subscription to Beyond the Wall Investing, users can save thousands of dollars annually on equity research reports from banks, gaining access to the latest and highest-quality analysis [1] - The service includes a fundamentals-based portfolio, weekly analysis of insights from institutional investors, regular alerts for short-term trade ideas based on technical signals, ticker feedback by request, and community chat [1] Alibaba Group Coverage - Coverage of Alibaba Group (NYSE: BABA) (OTCPK: BABAF) was initiated at the end of January 2024, coinciding with the stock's lowest local price point [1] - The analyst holds a beneficial long position in Alibaba Group shares through stock ownership, options, or other derivatives [1]

Investors have long marveled at the resilience of Amazon. Despite its massive size, it has continued to return high levels of growth amid its leadership in e-commerce, cloud computing, and, more recently, artificial intelligence (AI).Nonetheless, with a market cap now of over $2.3 trillion, it is likely approaching a point at which high-percentage growth will become more difficult. Thus, investors may want to consider other consumer-oriented stocks that can more easily turn market potential into more rapid ...

This tech giant could be a massive winner in the coming years.2024 was an excellent year for the stock market as many companies delivered respectable returns to investors. As 2025 begins, investors are looking for opportunities that can deliver solid long-term growth while remaining resilient in a rapidly evolving market.One company that could make it onto investors' radar is Alibaba (BABA -3.78%), a leading tech giant based in China. With its dominant position in e-commerce, cloud computing, and fintech, A ...

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Group 1: Investment Opportunities - Investors are advised to consider specific stocks based on fundamental trends rather than vague asset classes like cryptocurrencies or cash [2] - Alibaba Group is highlighted as a potential investment due to its attractive valuation and significant upside potential of 36.2% from current levels [4][5] - PepsiCo is identified as a defensive stock with a 23.3% upside potential, trading at 78% of its 52-week high, making it an appealing option for value investors [7][8] - Caterpillar is noted for its strong international presence and potential upside of 29.6% following a valuation increase from $454 to $471 per share by analysts [10][11] Group 2: Market Sentiment and Analyst Ratings - Alibaba has a MarketRank in the 92nd percentile with a Moderate Buy rating, indicating strong analyst confidence [4] - PepsiCo has a MarketRank in the 86th percentile with a Hold rating, but Deutsche Bank has maintained a Buy rating with a price target of $184 per share [8][9] - Caterpillar holds a MarketRank in the 89th percentile with a Hold rating, but recent upgrades and declining short interest suggest bullish sentiment for 2025 [11][12][13] Group 3: Sector Analysis - Overseas stocks, particularly in China, are seen as undervalued due to market fears rather than fundamentals, presenting opportunities for investors [3] - Defensive stocks in the consumer staples sector, like PepsiCo, are expected to perform well amid economic swings [3] - Manufacturing stocks that export more than they sell domestically, such as Caterpillar, are projected to thrive in the upcoming economic environment [10]

Core Viewpoint - Alibaba's stock has underperformed compared to Amazon over the past decade, with Amazon's stock increasing by over 1,400% while Alibaba's has decreased by more than 15% [1] Group 1: Operational Performance - Despite stock struggles, Alibaba's revenue grew from $12.3 billion in 2015 to $130.3 billion in 2024, a more than 10-fold increase [2] - Operating income rose from $3.9 billion in 2015 to $14.1 billion in 2024 [2] - Recent growth in Alibaba's e-commerce segment has slowed due to a sluggish Chinese economy and competition, with Tmall and Taobao revenue increasing only 1% last quarter [4] Group 2: Strategic Initiatives - Alibaba has implemented a new software service fee based on gross merchandise value to improve competitiveness and has seen good uptake of its AI-powered marketing tool Quanzhantui [5] - The cross-border platforms AliExpress and Trendyol saw a revenue increase of 29% to $4.5 billion last quarter, although this segment is not yet profitable [6] - The cloud computing segment grew revenue by 7% last quarter, with EBITA soaring 89% to $379 million due to a focus on higher-margin projects [7] Group 3: AI and Technology Investments - Alibaba has experienced five consecutive quarters of triple-digit revenue growth from AI-related products and services, launching over 100 new open-source AI models [8] - The company has reduced prices on its large language models to drive adoption amid heightened competition in the AI space [8] Group 4: Valuation and Investment Interest - Alibaba is trading at a forward P/E ratio of less than 9 times, with $43.6 billion in net cash and $49.1 billion in equity security investments [9] - Notable investors, including billionaire David Tepper, have shown interest in Alibaba, with the stock representing over 15% of Tepper's portfolio [10] Group 5: Economic Context and Future Outlook - The Chinese government is attempting to stimulate the economy, which could benefit Alibaba, especially with potential threats of increased U.S. tariffs [11] - If Alibaba were to trade at a valuation similar to Amazon, it could see close to 4 times upside, and if it grew to Amazon's size, over 10 times upside is possible [12]

Market Performance and AI Impact - Wall Street's major indices, including the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite, gained 13%, 23%, and 29% respectively in 2024, hitting multiple record highs [1] - Artificial intelligence (AI) has been the primary driver behind the surge in stock valuations, with its ability to enable software and systems to make split-second decisions without human intervention [2] - As AI's practical applications become more prominent in 2025, some AI stocks are expected to outperform while others may underperform [3] Top AI Stock to Buy: Alphabet - Alphabet (GOOGL, GOOG) is highlighted as the most attractive AI stock for 2025, with its diverse portfolio including Google, YouTube, and Google Cloud [4] - Google Cloud, the third-largest cloud infrastructure service platform globally, saw a 35% surge in sales to $11.4 billion in the September-ended quarter, driven by generative AI solutions and large language model (LLM) capabilities [5] - Alphabet is also developing tensor processing units and the Trillium chip for LLM training and machine learning, offering cost-effective alternatives to Nvidia's chips [6] - Google maintains a dominant 90% share of global internet search, providing predictable operating cash flow and making it a go-to for advertisers [7] - Alphabet holds $93.2 billion in cash, cash equivalents, and marketable securities, enabling aggressive stock repurchases and boosting earnings per share (EPS) [8] - With a forward price-to-earnings (P/E) ratio of 21 and sustained double-digit annual EPS growth potential, Alphabet's valuation remains compelling [9] Top AI Stock to Buy: Alibaba Group - Alibaba Group (BABA) is another standout AI stock for 2025, despite the risks associated with China's regulatory environment and U.S.-China trade relations [10][11] - Alibaba Cloud, the leading cloud infrastructure service provider in China with a 36% market share, is expected to drive growth through generative AI solutions [12] - Alibaba's e-commerce platforms, Taobao and Tmall, account for over half of China's online retail sales, benefiting from the country's growing middle class [13] - Alibaba's strong balance sheet, with over $33 billion in net cash, supports stock repurchases and investments in high-growth initiatives [14] - With a forward P/E of 9, Alibaba's valuation stands out in the historically expensive U.S. stock market [14] AI Stock to Avoid: Palantir Technologies - Palantir Technologies (PLTR) is identified as an AI stock to avoid in 2025, despite its shares surging 1,080% over the past two years [15] - Palantir's AI-powered Gotham platform, used by federal governments, and its Foundry service for businesses are unique and difficult to replicate at scale [16][17] - The company has achieved recurring profitability, driven by long-term government contracts and steady double-digit sales growth [18] - However, Palantir's valuation is unsustainable, with a price-to-sales (P/S) ratio of 68, decelerating sales growth, and over a third of net income coming from interest on cash [19] - The limited long-term growth potential of the Gotham platform, restricted to the U.S. and its allies, further undermines Palantir's valuation [20]

Investment Strategy - Prefers GARP (growth at a reasonable price) stocks but also explores other investment opportunities [1] - No specified time horizon for investments, holds stocks as long as the investment thesis remains valid [1] - Utilizes Python-based market-beating algorithms to identify attractive investment opportunities within the portfolio [1] Professional Experience - Worked at TipRanks as an analysis/news writer and editor, gaining market insights and understanding reader interests [2] - Developed skills in identifying and correcting misinformation and irrelevant content in financial analysis [2] - Previously associated with Investor's Compass [3]

Core Summary - Alibaba International's AI-powered B2B search engine, Accio, has reached over 500,000 SME users since its launch in November 2024 [1] - Accio catalogs millions of global suppliers across 7,600 product categories, trained on over 200 million trade industry-specific parameters [2] - The Accio Inspiration feature has increased supplier conversion rates by nearly 30% [3] - During the 2024 holiday season, over 50,000 SMEs used Accio for Black Friday and Christmas inventory sourcing [4] - Accio holds a net promoter score (NPS) exceeding 50 and was named "Product of the Day" on Product Hunt [5] Technology and Features - Accio uses natural language processing to enable intuitive searches in English, French, German, Portuguese, and Spanish, with more languages planned [7] - The Accio Page feature provides a user-friendly interface for product information and comparisons [8] - Accio Agent simplifies inquiries, payments, and after-sales support through Alibaba International's infrastructure [8] Market Impact - Accio represents a significant advancement in B2B search technology, enabling more intuitive and conversational interactions [7] - The platform is positioned to transform global B2B trade by helping SMEs and large corporations make informed purchasing decisions efficiently [9] Company Overview - Alibaba International Digital Commerce Group focuses on supporting global digital trade with AI-powered technology [9] - The company operates multiple platforms across various countries and regions [9]

Market Performance - The Dow Jones Industrial Average, S&P 500, and Nasdaq Composite gained 13%, 24%, and 30% respectively in 2024 [1] Meta Platforms - Meta Platforms remains relatively inexpensive with annual sales growth around 20% [3] - Meta's family of apps attracted 3.29 billion daily active users in Q3 2024 [4] - The company had $70.9 billion in cash, cash equivalents, and marketable securities as of September 2024 [5] - Meta is expected to generate over $85 billion in operating cash flow in 2024 [5] Pfizer - Pfizer's sales excluding COVID-19 therapies grew 14% in the September-ended quarter [7] - Including COVID-19 therapies, Pfizer's sales are forecast to grow 49% ($20.6 billion) between 2020 and 2024 [7] - The company's $43 billion acquisition of Seagen in December 2023 expands its cancer-drug pipeline [8] NextEra Energy - NextEra Energy delivered positive total returns in 20 of the last 23 years [9] - The company leads in renewable energy, generating more solar and wind power capacity than any other company [11] - NextEra targets high-single-digit annual EPS growth and double-digit annual dividend growth [11] Realty Income - Realty Income leases to well-known, time-tested businesses that provide basic need goods and services [13] - The company expanded into data centers, gaming, and commercial real estate through acquisitions and joint ventures [14] - Realty Income is valued at less than 12 times forecast cash flow in 2025, a 29% discount to its five-year average [15] Pinterest - Pinterest had 537 million monthly active users as of September 2024 [17] - The company's average revenue per user (ARPU) continues to grow globally, with double-digit increases in emerging markets [17] - Pinterest's forward P/E of 16 and PEG ratio well below 1 make it an attractive value [18] SentinelOne - SentinelOne's annual recurring revenue grew 29% in its latest quarter [20] - The company's subscription-driven model lifts its adjusted gross margin to 80% [20] Alibaba Group - Alibaba's Taobao and Tmall accounted for around half of China's online retail sales market share in 2023 [22] - Alibaba Cloud is the No. 1 provider of cloud infrastructure services in China [23] - The company has over $33 billion in net cash on its balance sheet [23] BioMarin Pharmaceutical - BioMarin's drug Voxzogo has potential to exceed $1 billion in annual revenue [25] - The company forecasts total sales of $4 billion by 2027, representing 42% growth over three years [27] - BioMarin expects EPS to top $5 per share by 2027 [27] Fiverr International - Fiverr's take rate of 33.9% is nearly double that of its rivals [31] - The company's platform connects freelancers with buyers, benefiting from the shift to remote work [29] Visa - Visa's cross-border payment volume shows sustained double-digit growth, indicating opportunities in underbanked emerging markets [34] - The company strictly sticks to payment facilitation, avoiding lending risks during economic downturns [33]