Alibaba: The Biggest Chinese Bargain

Group 1 - Alibaba has reported its Q2 earnings, which presents significant information for investors to analyze [1] - The market for Alibaba's stock has improved since the initial investment was made in the $70s [1] - The focus is on undervalued companies with strong fundamentals and cash flows, particularly in sectors like Oil & Gas and consumer goods [1] Group 2 - Energy Transfer is highlighted as a company that was previously overlooked but now shows potential for long-term investment [1] - The investment strategy emphasizes long-term value investing while also considering deal arbitrage opportunities [1] - There is a clear preference for businesses that are understandable, avoiding high-tech and certain consumer goods sectors [1]