Alibaba: Fundamentals At An Inflection Point

Group 1 - The article discusses the investment philosophy of seeking long-term value in growing businesses at reasonable prices [1] - The author has a beneficial long position in the shares of Alibaba (BABA) and JD, indicating a positive outlook on these companies [1] Group 2 - The article emphasizes that past performance is not indicative of future results, highlighting the importance of individual research and analysis for investment decisions [2] - It clarifies that Seeking Alpha does not provide investment recommendations and that the views expressed may not reflect the platform's overall stance [2]