You said that Baba wasn't buying back shares but a simple Google search shows they're buying aggressively and still have $22 billion left to spend in their buyback program through 2027. Am I missing something?
Yes, Alibaba has been buying back shares: June 2024 Alibaba repurchased $5.8 billion in shares, which included 613 million ordinary shares and 14.8 million American Depository Shares (ADSs). September 2024 Alibaba repurchased $4.1 billion in shares, which included 414 million ordinary shares and 52 million ADSs. First two quarters of 2024 Alibaba repurchased roughly $10 billion in shares. 2024 Alibaba repurchased $12.5 billion in shares, which reduced its total share count by 5%.
Acquiring stocks could appear simple, but choosing the right stock without a tested plan can be very difficult. My main barrier to growing my $210K portfolio, which I've been working on for a while, is the absence of well-defined entry and exit plans. Any guidance on this would be highly valued.
Personally, I would say have a mentor. Not sure where you will get an experienced one, but if your knowledge of the market is limited, it seems like a good bet.
A lot of folks downplay the role of advisors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
How can I participate in this? I sincerely aspire to establish a secure financlal future and i'm eager to participate. Who is the driving force behind your success?
I'm very cautious about giving specific recommendations as everyone's situation varies. Consider independent financial advisors like Judith Lynn Staufer I've worked with her for some years and highly recommend her. Check if she meets your criteria.
Purchasing a stock may seem straightforward, but selecting the correct stock without a proven strategy can be exceedingly challenging. I've been working on expanding my $210K portfolio for a while, and my primary obstacle is the lack of clear entry and exit strategies. Any advice on this matter would be greatly appreciated.
Even with the right strategies and appropriate assets, investment returns can differ among investors. Recognizing the vital role of experience in investment success is crucial. Personally, I understood this significance and sought guidance from a market analyst, significantly growing my account to nearly a million. Strategically withdrawing profits just before the market correction, I'm now seizing buying opportunities once again.
I agree with you. As an early investor in NVDA, AVGO, ANSS, and PLTR, my financial advisor's advice was incredibly helpful. Over the past 7 years, she has helped me find stocks that did 10x multiple times. With her help, I've grown my portfolio to over a million dollars.
Hey, I'm trying to find a certified one to boost my investments/portfolio, but it's tough online. Can I get a rec from you, since you know about this stuff?
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Eleanor Bonnici Deskin’’ for about two years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.
A fair point at 3:55 that their diluted shares outstanding was lower 10 years ago, although at this rate, I would think that the statement doesn't hold true anymore by the end of the year.
The analysis is irrelevant due to the company being listed only 10 years ago and having gone through 2 top management changes during that time. Saying share buybacks are an X even when they've been buying back huge amounts during the past year or so is a bit funny and might dissuade potential buyers unnecessarily. The current management has proven to be dedicated to increasing shareholder returns and also realigning the company to perform better during times of great competition.
3 days ago i put 50k into Alibaba. It went up 10% in an instant. Im gonna hold it for a few more months as i and many others believe it will rise to $127. The Chinese government will be decreasing interest rates so I thinks its wise to invest
Thank you! Yes, the channel is growing faster than I could have hoped for. Thank you for being with me on this journey almost from the beginning. Happy New Year!
@@BaldInvestor I just made a small donation to your channel. Thank you for everything you do and my best wishes to you and your family for 2025 and the years ahead. Keep an eye on NYSE: FLUT, NASDAQ: GMAB, and also trends such as supercomputing, humanoid robot and, space sector that is expected to reach $1.8 trillion by 2035. I understand that valuing companies that are not making profit is difficult but taking small risks by investing small amounts is probably okay.
Thank you very much! I’ll add them to my list. I’m also working on a video about Nvidia, which is making a big bet on humanoid robots, so it will definitely be interesting to see how that develops.
Yes, disposable income in China is increasing: 2023 Disposable personal income in China increased to 51,821 CNY in 2023, which was an all-time high. The real increase in disposable income for the year was 6.1%. First half of 2024 The median of the nationwide per capita disposable income was 17,358 yuan, which was a 5.9% increase. First three quarters of 2024 The average disposable income in China increased by 4.9% when adjusted for price. First quarter of 2024 Per capita disposable income in China was 11,539 yuan, which was a 6.2% increase year on year
I believe this company should be evaluated on the basis of performance in the past 5 years. China has undergone a massive ideological transformation since 2019 - since 2015 but policies didn’t start to take hold for a couple more years - and Baba’s management/business model has also changed. They’re a massive buyer of shares now. However, their financial metrics/market position has also eroded significantly.
@@mysandwichlife my man. Nio is down 40% in past 1 year with a negative P/E ratio. Don't put your life savings into it. Plus, what does the gains in few days matter when you supposedly state it will boom in 1-2 years. Are you a day trader or long term investor?
BABA is neutral, but XIACY (xia mi) is my focus after Ford CEO drives its SU7 car and listened quarterly conference calls from its CEO. A true impressive die heart captain. The beauty part is to be political neutral, make money with highest margin on cars, cell phones and others. 200% better than that money losing NIO. A conglomerate like Mitsubishi Heavy Industries of Japan.
Yep it has been a complete scam job.i can't believe people compair baba to Amazon or mercado libre, baba is a scam pump and dump and has destroyed investors allthewhile tsai stays employed? Sickening
Hong kong investor here. Americans make a huge mistake in analysing Chinese stocks as they do US stocks. There is much more at play, and the market is easily manipulated by the govt - like now, the govt recently directed investment banks to invest. Think about it, the banks are forced to dump money in the market to keep it stable... why would you want to voluntarily buy in? The other thing is that despite massive Chinese growth over the last two decades, the market struggles to stay over 2008 levels. If the US market was at the same point as it was in 2008 there would be mass panic and hysteria.
@investorslifepk HK💪🇭🇰 To some extent, but the Chinese market has never kept pace with the gains of the economy or their companies (less a few euphoric years around the gfc). So the usual value metrics used for, say, US companies have never been the same. Tencent, for instance, isn't dependent on the US market. Chinese pharma is maybe an even better example. Not sure if you saw the same trend, but I noticed the hk market used to be closely aligned to the US (eg US market rises, HK goes up, and when US goes down, hk goes down) but has shifted. Natural, given the composition of the hk market. But now, it's not so much aligned with China but if US or China market goes down, HK will go down! We literally hit 1997 levels a few months ago - extraordinary.
@@international_dividend It is already quite depressed, one can only be hopeful than any sensible government will align policies & wellbeing of the economy for growth. There are some very good deals but if only market realizes value some day
I don't understand what you mean by government manipulating the Chinese market. Isn't that the same everywhere. The government here in the US has been manipulating the market from the beginning. Non-stop money printing at the time of covid which sent the stock market soaring and then the interest rate hikes that crashed the market. How is that any different?
Same, I met Elizabeth stark last year for the first time at a conference in Wilshire, after then my Life has changed for good.God bless Elizabeth stark
a while back, I found out charlie munger had some ali baba which almost convinced me to buy a bunch. I never did and then the stock kept going down. There are better and more obvious plays
You said that Baba wasn't buying back shares but a simple Google search shows they're buying aggressively and still have $22 billion left to spend in their buyback program through 2027. Am I missing something?
issuing more new shares than buying back
Thanks!
Thank you so much! That is very generous of you. Wishing you a wonderful year ahead!
Yes, Alibaba has been buying back shares:
June 2024
Alibaba repurchased $5.8 billion in shares, which included 613 million ordinary shares and 14.8 million American Depository Shares (ADSs).
September 2024
Alibaba repurchased $4.1 billion in shares, which included 414 million ordinary shares and 52 million ADSs.
First two quarters of 2024
Alibaba repurchased roughly $10 billion in shares.
2024
Alibaba repurchased $12.5 billion in shares, which reduced its total share count by 5%.
Videos on this channel is full of errors.
Acquiring stocks could appear simple, but choosing the right stock without a tested plan can be very difficult. My main barrier to growing my $210K portfolio, which I've been working on for a while, is the absence of well-defined entry and exit plans. Any guidance on this would be highly valued.
Personally, I would say have a mentor. Not sure where you will get an experienced one, but if your knowledge of the market is limited, it seems like a good bet.
A lot of folks downplay the role of advisors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
How can I participate in this? I sincerely aspire to establish a secure financlal future and i'm eager to participate. Who is the driving force behind your success?
I'm very cautious about giving specific recommendations as everyone's situation varies. Consider independent financial advisors like Judith Lynn Staufer I've worked with her for some years and highly recommend her. Check if she meets your criteria.
I just curiously Googled her name and her website came up right away. It looks interesting so far. I sent her an email and i hope she responds soon.
$BABA is buying back shares not issues. The video is incorrect.
Purchasing a stock may seem straightforward, but selecting the correct stock without a proven strategy can be exceedingly challenging. I've been working on expanding my $210K portfolio for a while, and my primary obstacle is the lack of clear entry and exit strategies. Any advice on this matter would be greatly appreciated.
Even with the right strategies and appropriate assets, investment returns can differ among investors. Recognizing the vital role of experience in investment success is crucial. Personally, I understood this significance and sought guidance from a market analyst, significantly growing my account to nearly a million. Strategically withdrawing profits just before the market correction, I'm now seizing buying opportunities once again.
I agree with you. As an early investor in NVDA, AVGO, ANSS, and PLTR, my financial advisor's advice was incredibly helpful. Over the past 7 years, she has helped me find stocks that did 10x multiple times. With her help, I've grown my portfolio to over a million dollars.
Hey, I'm trying to find a certified one to boost my investments/portfolio, but it's tough online. Can I get a rec from you, since you know about this stuff?
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Eleanor Bonnici Deskin’’ for about two years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.
Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.
A fair point at 3:55 that their diluted shares outstanding was lower 10 years ago, although at this rate, I would think that the statement doesn't hold true anymore by the end of the year.
BABA is not diluting, they have an insane buyback program now and have been a net positive for investors on the buyback front since 2020.
The analysis is irrelevant due to the company being listed only 10 years ago and having gone through 2 top management changes during that time. Saying share buybacks are an X even when they've been buying back huge amounts during the past year or so is a bit funny and might dissuade potential buyers unnecessarily. The current management has proven to be dedicated to increasing shareholder returns and also realigning the company to perform better during times of great competition.
There is share buyback . Get accurate ,
There is share purchase by new ceo and jack ma last year , that should be mentioned
individual insider : ❎
Him : we would like to see above 2 percent.
individual insider : 💀(jack ma)
Him : Atleast breathing
My biggest stocks in my portfolio for 2025 :
- Louis Vuitton
- Dior
- Alibaba
- JD
The time of value stocks has come !!
3 days ago i put 50k into Alibaba. It went up 10% in an instant. Im gonna hold it for a few more months as i and many others believe it will rise to $127. The Chinese government will be decreasing interest rates so I thinks its wise to invest
Thank you for the video! It looks like it is one of the best in recent times with more than 457 likes!
Thank you! Yes, the channel is growing faster than I could have hoped for. Thank you for being with me on this journey almost from the beginning. Happy New Year!
@@BaldInvestor I just made a small donation to your channel. Thank you for everything you do and my best wishes to you and your family for 2025 and the years ahead. Keep an eye on NYSE: FLUT, NASDAQ: GMAB, and also trends such as supercomputing, humanoid robot and, space sector that is expected to reach $1.8 trillion by 2035. I understand that valuing companies that are not making profit is difficult but taking small risks by investing small amounts is probably okay.
Thank you very much! I’ll add them to my list. I’m also working on a video about Nvidia, which is making a big bet on humanoid robots, so it will definitely be interesting to see how that develops.
Wait i thought they were buying back shares?
they do
Yes, disposable income in China is increasing:
2023
Disposable personal income in China increased to 51,821 CNY in 2023, which was an all-time high. The real increase in disposable income for the year was 6.1%.
First half of 2024
The median of the nationwide per capita disposable income was 17,358 yuan, which was a 5.9% increase.
First three quarters of 2024
The average disposable income in China increased by 4.9% when adjusted for price.
First quarter of 2024
Per capita disposable income in China was 11,539 yuan, which was a 6.2% increase year on year
Howard Marks is likely invested in Alibaba debt, NOT in BABA stock.
Interesting point. I think he did buy stock but hedged and this limits loses. But you could be right.
@@international_dividendWhat makes u think he bought stock? (honest question) Search for his recent interviews here on UA-cam for insight.
I believe this company should be evaluated on the basis of performance in the past 5 years. China has undergone a massive ideological transformation since 2019 - since 2015 but policies didn’t start to take hold for a couple more years - and Baba’s management/business model has also changed. They’re a massive buyer of shares now. However, their financial metrics/market position has also eroded significantly.
I am interested in what do you mean by massive ideological transformation
Can you elaborate please. Thank you
#NIO and BABA are a going to boom in the next 1 to 2 years.
Nio? 😂
@z06tiKo Yep, look at the % gains of NIO vs BABA past few days.
@@mysandwichlife my man. Nio is down 40% in past 1 year with a negative P/E ratio. Don't put your life savings into it. Plus, what does the gains in few days matter when you supposedly state it will boom in 1-2 years. Are you a day trader or long term investor?
I'm interested in an analisys of JD . Could you make It in next weeks?
Do you have access to my calendar? 😉 JD is coming next week.
Can't make true analysis of scam stocks
Can you also inspect JD also?
Yes, next week. 👍
Superinvestors ARE buying BABA
BABA is neutral, but XIACY (xia mi) is my focus after Ford CEO drives its SU7 car and listened quarterly conference calls from its CEO. A true impressive die heart captain. The beauty part is to be political neutral, make money with highest margin on cars, cell phones and others. 200% better than that money losing NIO. A conglomerate like Mitsubishi Heavy Industries of Japan.
Now is 87$ not 95$ but great analysis the big concerns is of courses Trump and China relationship but baba is a good bet
Thank you. I'm glad you like it. Making such videos takes time so some times the price may change, but the fundamentals don't change that fast.
China needs the US as much as the US needs China. The rest is smoke and mirrors.
6:40 How do you know? Did they call you? Stop speculating
Bad analysis on share buybacks. They now buying 10% of total share per year
What about jmia? Can you make a video on the Amazon from africa?
thanks for doing this
My pleasure!
"I made a 50% gain with Alibaba and sold everything during the recent spike, but thanks to geopolitics, I'm now too chicken to buy back in."
I purchased at 59:and sold at 117
Why? 🤷 The same geopolitics were present when u bought previously.
Paying off now 😊
Why don’t just go for AMZN? It looks much promising
Thx
Thanks for watching.
Buying back at lot of stock
And yet the stock goes down. I guess stocks dont represent logic. It's literally pointless to use logic statements to predict market prices.
Who is Burry? We was wrong so many times that I still don’t know why he is still mentioned… i can say as well that there will be “crash” …
He was played by Batman
Alibaba are known for their huge buybacks, what are you talking about?
I lost 60% when Xi Jinping arbitrarily decided to devalue Chinese equities. Now I only invest in free capital markets.
You paid street tax in china! Basically you got robbed
Not arbitrarily... Interests of the nation come before individual greed. But the typical American doesn't understand that.
Yep it has been a complete scam job.i can't believe people compair baba to Amazon or mercado libre, baba is a scam pump and dump and has destroyed investors allthewhile tsai stays employed? Sickening
Dude, Alibaba is buying back shares aggressively lol. How could you not spot that in an analysis
Michael Burry was right in a big way once, and has been wrong about basically everything else.
If BABA drops back down to 69 Im in deep.
hes not "ALL IN," he trades out of positions constantly
It's my second biggest position. I also own JD and other chinese companies. Chinese stocks are cheap
…for a reason
Yes the guy that predicted a crash a few times last year ....whatever😅
Can you explain Liberty Media Corp Formula One Series C (FWONK) why many gurus including Berkshire Hathaway bought it?
politics drives this stock, and company. no thanks.
lobbying and the US market is no different
Hong kong investor here. Americans make a huge mistake in analysing Chinese stocks as they do US stocks. There is much more at play, and the market is easily manipulated by the govt - like now, the govt recently directed investment banks to invest. Think about it, the banks are forced to dump money in the market to keep it stable... why would you want to voluntarily buy in? The other thing is that despite massive Chinese growth over the last two decades, the market struggles to stay over 2008 levels. If the US market was at the same point as it was in 2008 there would be mass panic and hysteria.
Hong Kong investor here as well, is the market now not mainly depressed by US- China tensions rather than fair value?
@investorslifepk HK💪🇭🇰 To some extent, but the Chinese market has never kept pace with the gains of the economy or their companies (less a few euphoric years around the gfc). So the usual value metrics used for, say, US companies have never been the same. Tencent, for instance, isn't dependent on the US market. Chinese pharma is maybe an even better example.
Not sure if you saw the same trend, but I noticed the hk market used to be closely aligned to the US (eg US market rises, HK goes up, and when US goes down, hk goes down) but has shifted. Natural, given the composition of the hk market. But now, it's not so much aligned with China but if US or China market goes down, HK will go down! We literally hit 1997 levels a few months ago - extraordinary.
@@international_dividend It is already quite depressed, one can only be hopeful than any sensible government will align policies & wellbeing of the economy for growth.
There are some very good deals but if only market realizes value some day
@@investorslifepk Yes, agree. In the meantime the tax-free dividends are of some comfort while we wait. Tracker fund 2800 just paid!
I don't understand what you mean by government manipulating the Chinese market. Isn't that the same everywhere. The government here in the US has been manipulating the market from the beginning. Non-stop money printing at the time of covid which sent the stock market soaring and then the interest rate hikes that crashed the market. How is that any different?
happy he didnt invest in pinduoduo 😂
Thank you Lord Jesus for the gift of life and blessings to me and my family $14,120.47 weekly profit Our lord Jesus have lifted up my Life!!!🙏❤️❤️
I'm 37 and have been looking for ways to be successful, please how??
Sure, the investment-advisor that guides me is..
Elizabeth stark
Same, I met Elizabeth stark last year for the first time at a conference in Wilshire, after then my Life has changed for good.God bless Elizabeth stark
Her services is the best, I got a brand new Lambo last week and paid off my mortgage loan thanks to her wonderful services!
a while back, I found out charlie munger had some ali baba which almost convinced me to buy a bunch. I never did and then the stock kept going down. There are better and more obvious plays
Can we do a video on how many peoples lives been wiped out in the drop from 300 to 82?
When you acquire chinese stocks, you never actually own them... Let that sink in.
WTF does that even mean?