If you're living in China, the odds are that you're doing your e-commerce business through either Alibaba or JD, or both. I'm here to put all my cards on the table and make the case for eachI’m a retired Wall Street PM specializing in TMT; my educational background is a bachelor's in Finance and Economics, and an MBA from Columbia, after which I directly began my career on Wall Street. Since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on ri ...

Investors interested in Internet - Commerce stocks are likely familiar with Alibaba (BABA) and Maplebear (CART) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The Zacks Rank is a proven strategy that targets companies with positive earnings estimate revision trends, while our Style Scores wo ...

"We're in an asset bubble, and TQI can help you navigate it profitably"I am Ahan Vashi, a seasoned investor with professional background in equity research, private equity, and software engineering. I currently serve as the Chief Financial Engineer at The Quantamental Investor, a community pursuing financial freedom through bold, active investing with proactive risk management. TQI was established in July 2022 with a singular mission to make investing simple, fun, and profitable for all investors. In alignm ...

关于机构投资者13F文件相关 - 管理资产达1亿美元（或更多）的机构投资者需在季度结束后45天内提交13F文件，13F文件可让投资者了解华尔街顶级基金经理在最近季度（即第三季度）的股票买卖情况[2] 关于迈克尔·伯里（Michael Burry） - 迈克尔·伯里以逆向思维闻名，在金融危机期间通过做空抵押债务债券获利约7.25亿美元而声名大噪，他的故事被记录在电影和小说中[4][6][7] - 伯里虽以做空证券出名，但在截至9月的季度购买了三只历史上价格便宜、现金充裕的股票[1] - 伯里最新的13F文件中引人注目的不是悲观情绪，而是他买入的三家具有共同主题的市场领先企业的股票[8] 关于伯里买入的中国公司股票 - 伯里买入25万股京东股票，较6月30日持股量翻倍；买入5万股百度股票，较2024年年中持股量增加66.7%；买入4.5万股阿里巴巴股票，较6月结束的季度持股量增加29%[10] 关于中国公司情况 - 中国公司面临监管不可预测性风险，与美国同行业企业相比估值存在折扣，但对愿意承担风险的投资者来说可能是值得的投资[11] - 百度在中国互联网搜索市场份额达50% - 85%，作为首选搜索引擎，在广告定价方面有优势[12] - 阿里巴巴和京东将受益于中国新兴中产阶级，美国在线零售销售增长已成熟，而在中国仍处于增长周期早期[13] - 阿里巴巴和京东在电商市场份额分别为第一和第二，二者运营方式不同，阿里巴巴以第三方市场盈利，京东类似亚马逊控制库存和物流[14] - 阿里巴巴9月季度末净现金约570亿美元，京东9月末净现金略超300亿美元，百度6月末净现金183亿美元，大量现金可用于收购、创新和资本回报计划[15] 关于中国公司股票估值 - 标准普尔500指数的预期市盈率接近25，而京东、百度和阿里巴巴的预期市盈率分别为8.2、7.7和9.1，对逆向投资者来说，这三只股票具有良好的风险回报比[16]

Investors seem to be throwing in the towel on China very quickly. However, their market has not really fallen back as much as it seems over the past few weeks.Also, we have to think about what it will mean to President Xi ‘s standing on the global stage if he does not come through with a bigger stimulus bazooka blast at some point over the next six months.One of the narratives on Wall Street that I think is off base is the belief that China ‘s economy and markets are headed into the toilet, and that this be ...

Investors seem to be throwing in the towel on China very quickly. However, their market has not really fallen back as much as it seems over the past few weeks.Also, we have to think about what it will mean to President Xi ‘s standing on the global stage if he does not come through with a bigger stimulus bazooka blast at some point over the next six months.One of the narratives on Wall Street that I think is off base is the belief that China ‘s economy and markets are headed into the toilet, and that this be ...

My last coverage on Alibaba Group Holding Limited (NYSE: BABA ) was published back in mid-October 2024. That article was titled “Alibaba: China Stimulus Impact Is Losing Steam (Technical Analysis).” As the title already As you can tell, our core style is to provide actionable and unambiguous ideas from our independent research. If your share this investment style, check out Envision Early Retirement. It provides at least 1x in-depth articles per week on such ideas.We have helped our members not only to beat ...

A downtrend has been apparent in Alibaba (BABA) lately. While the stock has lost 6.4% over the past week, it could witness a trend reversal as a hammer chart pattern was formed in its last trading session. This could mean that the bulls have been able to counteract the bears to help the stock find support.The formation of a hammer pattern is considered a technical indication of nearing a bottom with likely subsiding of selling pressure. But this is not the only factor that makes a bullish case for the stock ...

For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.It also includes access to the Zacks Style Scores. What are the Zacks Style Scores? Developed alo ...

When I last covered Alibaba Group (NYSE: BABA ) ( OTCPK:BABAF ) on October 12th, 2024 with my article “ Alibaba: Buy The Pullback ”, the stock was in the process of breaking out of a prolonged trading range that hadAnalyst’s Disclosure: I/we have a beneficial long position in the shares of BABA, AMZN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no bu ...