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Maybe you can come back now?

Problem is Musk has been promising FSD for some time and its not fully come to life yet which affects his actual predictions. Hes now banking on robots but again how close are they actually before there a full blown success like the car itself.

I just recently discovered this company too and it seems fantastic 2 years later after you made this video. Have you heard of PAX as well?

I would have liked it better in early 2000s @ a buck per share. I own it at $95

Alphabet is at super bargain price. Do not miss this great opportunity. Google is so unique and iconic for USA. I believe there is no reason to make things difficult for Alphabet.

did you stop making YT videos? :(

This video didn’t aged well 😅

Are you going to do a video about Alibaba's Q1 earnings? I hope so :)

IMO WBA is not a serious company .

Come back to youtube ​@ThijsNijenhuis miss your videos!

Hey Thijs. everything ok with you? miss your videos and inputs.

The reason they sit on so much cash are ccp restrictions on cash outflows, i.e. capital control, since buybacks happen on the US exchange. It is not due to them waiting for a turnaround or opportunities.

its 12.5 now and you say buy when it was 17

now its on 13$ i buy a lot when it was 19.5

the more i listen to recent joe tsia interview at cnbc (i think..), the more i think you nailed it 3 months ago with your analysis. Great job and thanks! You are really an investor and true shareholder unlike the rest of speculators and short term minded traders!

Buy China stocks and you will lose your money. Also, don't support an evil regime like China.

Gone down a fair bit since then

Would love to get an update on BYD. The PE looks pretty interesting at the moment

Tencent is the best run company they sold off all there stock in JD and Meitun at the highs providing great value for there shareholders

would love an update video

Please new video about Alibaba ??

I think you underestimate the headwind that is chinas currency I think china by design aims for a weaker currency to maintain/strengthen exports. I also dont think assuming management is smarter for not increasing shareholder yield perhaps your right but I have to push back on the appeal to authority. Great stock and one of my positions with all the risks I am not overweighting but definately a pet name.

It will be constructive if you do a new analysis of JD and Alibaba 🙏

I can't believe how this one continued to drop. FUD

I wish you and your family a Prosperous New Year Thijs.

Video efsane

As a Alibaba shareholder I enjoyed that analysis and made it to the end. Happier with my holding now and might buy some more.

How to protect myself from the decrease in the share price im already 47% down although i bought it with a margin of safety two years or less ago

Do you have twitter?

Intrinsic value doesn’t work with China stocks. There are too many factors beating it down it is like a joke.

Baba states that hey have invested $17B in 2023 (Cash flow statement and under "Cash flow from investing") in "Purchase of Investments" yet their Cash and cash equivalent or assets on balance sheet have not increased as much. Any thoughts? what are these investments and where is this money going?

Who cares about the report. They always have good report and the stock still tanks. I think it will only get worse for this stock once US-China relations really goes down the toilet. China will attack Taiwan and that will plummet markets. Also, Wall St. is not putting money into baba bc it's a China stock. Charts show no sign of reversal.

Alibaba: Money, Power And Macro, complete lies and bs. Baba is fundamentally flauled and most likely will be delisted

BABA down on earnings, where is the surprise?

Can you do a video on the MOAT Alibaba has? Mostly Taobao but everything if you want.

Great video. You got lots of views!

Hey Thijs - Really awesome analysis and a calm-headed review of the earnings report!! You'll make a great Portfolio Manager ;-) There was some forensic accounting on X suggesting that the forward contracts that Softbank sold last year at around $100 strike price is one the primary reasons that the BABA stock price has hovered mostly below $100 (with a brief period above $100). Did you get a chance to look at that? Would love your analysis on Softbank's share dump of BABA as well. Thanks for this material!

Glad to see u are still hanging on. My nightmare is when it`s 2029 its still at $80 and we are still doing this

I love hearing your assessment and it makes so much sense. I agree with the principles of investing based on intrinsic values based on the Charlie munger/Warren Buffet model and similar to what Benjamin Graham preaches which is what you base your analysis and investment thesis on (as far as I understand)... However, I am very wary of this creating confirmation bias and I worry of the echo chamber effect so would like to play devil's advocate and present a couple of counter arguments and constructive criticism (which I might not agree with in principle but would like to hear your take on).. 1) While I believe the fundamentals are the best basis on which investment decisions should be made (especially in the long term) I still see a massive detachment between them and the current pricing of stocks in general and Alibaba specifically and while that tends to be rectified the long term especially in a free market there are 2 risks related to this detachment a- This correction and return to the basics might take a very long time which represents a loss in relative terms especially in the form of missing out on returns of alternative investment or even worse, if this correction does not happen in our investment life time, an actual real value loss It doesn't matter how well the business is doing if it does not reflect in the value of the stock you hold within a reasonable timeframe for you to benefit as an investor b- We talk about the link between fundamentals and value but that is only applicable in free markets which China really isn't. What if the environment in which Alibaba operates not being conducive to these fundamentals As humans Oxygen is essential for us to breath in air but if we are under water we will drown despite its abundance as an element in that environment (H2O) so are we drowning trying to utilise these fundamentals in the Chinese market where they don't count for much. 2) Mr Market in 2023 is different to Mr Market in 1940s. We have social media, the internet, freedom and availability of information, more accessibility to investing platforms. Charlie munger is almost 100 years old and I wonder if Graham would still hold tight to his views in today's world where companies are trading at P/Es of 50+ and growth stocks seem to have lost all anchors to reality.

Im a hero! 😂 Good analysis, thank you for sharing your opinion with us!