Why I Am Buying More Baba Stock
ฝัง
- เผยแพร่เมื่อ 16 มิ.ย. 2024
- Alibaba stock has the potential for HUGE returns in the long run. But should you invest now? Is BABA stock truly one of the best stocks to buy now? Paul Gabrail and Mostafa Hussein break down one the biggest Chinese companies in the market to see if they are still interested in the company.
#stocks #EverythingMoney #China
🚨 ALL-ACCESS TRIAL TO EM COMMUNITY & SOFTWARE TOOLS ($7 for 7 days)
➡ everythingmoney.com/signup
or Join EM through Patreon ➡ / everythingmoney
👕SECURE THE BAG (maybe even an AUTOGRAPHED one)! Buy Everything Money merchandise here: everythingmoney.store/
👀 Watch our Stock Market for Beginners Series. This series is your complete guide to getting started investing in the stock market correctly so you can avoid 99% of investor mistakes. We will teach you the basics of investing, setting up your brokerage account, and buying your 1st stock.
📈Watch Here: • START HERE: Stock Mark...
_____________________________________________________
⚠️ By watching videos posted on Everything Money’s TH-cam channel and/or using EverythingMoney.com, you acknowledge that you have read, understand, and agree to the following:
Everything Money is Not an Investment Advisor: Everything Money (including Paul, Mo, and Any other person including, but not limited to, other staff members, guests, personalities, etc.) is not an investment adviser, and it is not registered as such with the U.S. Securities & Exchange Commission or any other state or federal authority under the Investment Advisers Act of 1940 or any other law. The investments and strategies discussed in Everything Money’s TH-cam videos and on Everythingmoney.com are not and should not be considered investment advice and may not be suitable for you. They do not take into account your particular investment objectives, financial situation, needs, or personal circumstances and are not intended to be specific to you. Before acting on any investment or strategy discussed, you should always do your own research and make your own independent decision about whether it is suitable for your particular circumstances. You should also consider seeking advice from your own legal, financial, tax, accounting, or investment advisers. Everything Money does not provide such advice.
READ THE FULL DISCLAIMER HERE: everythingmoney.com/disclaimer
Tags: baba, baba stock, Alibaba, Alibaba stock, $BABA, Alibaba stock analysis, Baba stock analysis, Baba stock review, Alibaba stock review, China, China stocks, China stock, Chinese stocks, Alibaba growth potential, 662% return, value investing, value investing strategies, value, investing, mindset, everything money Alibaba, everything money baba, everything money Paul
0:00 BABA stock analysis
2:35 Who is buying BABA now
4:33 Bullish on Alibaba & China
8:39 Important BABA stats
12:23 Analyst estimates
13:35 662% return?
I was advised to diversify my portfolio among several assets such as stocks and bonds since this can protect my inherited portfolio of about $2.5m. I’m used to just buying and holding assets which doesn’t seem applicable to the current rollercoaster market plus inflation is catching up with my portfolio. I’m really worried about survival after retirement.
True, I mostly just buy and hold stocks, but my portfolio has been mostly in the red for quite awhile now. Unfortunately to be able to make good gains, you’ll need to be consistent and restructure your portfolio frequently.
In my opinion, it was much easier investing back in the 60s but it’s a lot trickier now, those making consistent profit in these times are professionals reason I’ve been using an advisor for the past 5 years to consistently build my portfolio in preparations for retirement.
My partner’s been considering going the same route, could you share more info please on the advisor that guides you?
Well, there are a few out there who know what they are doing. I tried a few in the past years, but I’ve been with Melissa Terri Swayne for the last five years or so, and her returns have been pretty much amazing.
I greatly appreciate it. I'm fortunate to have come upon your message because investing greatly fascinates me. I'll look Melissa up and send her a message. You've truly motivated me. God's blessings on you.
SPY , IVV hitting the scene so far. These ETF’s doing just fine. Despite fluctuations in capital market ,certain amount of ETF’s do well.
Some people say they don’t mind to hold BABA for 10years to claim the 600+%, Personally I put down 1.3m$ on few ETFs, still diversifying. It was this time last year I made my first million with a liquid 200k. Invested it in a trader here in CA, I get weekly pay out which I invest back on long term ETF's. Google will be a huge buy for me when the market bottoms.
I do the much I can myself, can I work with your mentor?
Yeah, she is Danielle Lee Hamberger, look her up. I have worked with her for many years!
Searched the web and saw her profile and accreditations , some one with great experience I must recommend.
I met her in Australia last year, she agreed to work with me with a comfortable ROI, I honestly feel lucky I met her because she has the knowledge of financial market.
What are the best additions to a $500k portfolio to boost performance? S&P 500 is Up and will do better in 2024 I believe as indicators for profits continue to improve, investors like me believe that “Santa has come early” to the markets.
wow massive gains! my partner recently hinted on going same direction.. what did you invest in, and who is your investment advisor please, if you don’t mind me asking? in dire need of asset allocation
They probably will report good numbers this quarter. Jan and Feb export numbers were good and add in new years sales which wasn't counted last quarter.
Interested in your perspective on PDD.
Own a small BABA position and debating on building that or opening a PDD position.
I have both. They aren't necessarily competing in the same niche either.
and how much do you have baba etf?
I like ur video and good speaker ability 👍👍
Did I miss the 3 price scenarios in this video? Low, middle and high? Only the high was written out but not shown on the screen of the software right?
Our mistake .AP
Does ADR matter for Baba? How does that structure influence the analysis?
I love you guys!
Thanks a lot Paul for the good insight, glad to be on board with Alibaba also on my side. One of the company you covered in the past that I would be delighted to have a fresh input on is CVS health, what do you think about the fall in pharmaceutical stock in recent days?
Hope you do good in Alibaba , are you considering gettin into cvs ? AP
Thanks! Already have a position in CVS since august, at a 72$ stock price average.
@@mrcliffburtonjrmy price for cvs is around $110 bullish side I could see $130-$140. The risk is Amazon pharmacy or something else unexpected but I still believe people want things immediately from retail stores, especially when it comes to healthcare.
Tech suggestion: you might want to sync both your volumes to each other so one's not louder than the other. Otherwise one's too loud or the other's too quiet.
Trusting China to honor the current VIE structure for their companies is similar to believing that Russia was going to honor the Budapest agreement. I think that investments are only safe in the free world.
You might be right , investing in other countries free or not has higher risk .AP
So what’s your opinion about ADR? Yes, it always has been that way but it doesn’t change the risk it comes with it. Would love to know how you think about ADR structure.
Join our community and link directly with Paul and our members - GC
I hold Alibaba. Painful couple of years but DCA to $83 now. Will it go down some more? yes but its becoming less painful. Hopefully wont be long before pain turns to pleasure.
We will see my man - GC
Great video...don't forget Howard marks bought some Alibaba too ...
Good call! - GC
It's impossible to properly estimate in which direction the factors that cannot be analyzed on a spreadsheet will swing with China over the next decade. Their demographics issue is unresolvable for at least a generation. Delisting may be nothing, but it's not nothing if potential investors don't invest anyway whether its rational or not. Meanwhile the question of whether China will invade Taiwan will likely come down to how seriously China feels the US will back Taiwan if it attacked. With the building of chip foundries and indecisiveness opposing Russia, the US has been signaling the weakening of its geopolitical commitments. This could easily embolden China into attacking Taiwan. How serious? I don't think anyone could properly place even rough odds on it and I lost my crystal ball. If you can't properly estimate the likelihood of critical matters like this then committing money to the stock is just gambling no matter how cheap the stock nor how good a company's books look. Ultimately, for the stock to continue to flounder, no attack is necessary. All that need happen is for all these issues to continue to paralyze potential investors with fear well into the future regardless of the fundamentals is a failure to resolve them. At that point the stock isn't going anywhere good.
Thanks for offering your view - GC
You're right. I already have a large position in Alibaba on 3 different stock exchanges (US, Europe and Hong Kong) and if it wasn't for the reasons you have mentioned, I would continue to increase it. But having these risks, mostly the Taiwan issue, is too much to continue building on. Maybe only if the price drops more to a ridiculous level. I already had a Russian stock which was sanctioned in the US. I can't sell them at the moment ..... or who knows till when. Maybe never! So yep, sanctions are a risk. However TSMC are building there factory in the US, so that may relieve US fears of China attacking Taiwan.
@@bernfar82 I sold off half my position at a small profit last year, and have been selling far out of the money calls on the remainder.
@@MC-gj8fg Absolutely correct, avoid BABA at all costs for those reasons you mentioned above
I totally agree. TSMC is going nowhere cos China will... wait
Did you forget to show fair value at the end of video😅?
Shhh haha .AP
No they didn´t. And this is a sad trick.
Guys baba has a way lower EV, around 130 Billions
Ok - GC
I don’t mind to hold BABA for 10years to claim the 600+%. Why not. Keep ave down since first bought at 2022. Buying more gradually at 65-70. Chinese are pretty good businessman!
Good thinking - GC
The Chinese are hyper efficient at everything!
It is "Yuan", pronounced "You-an", or RMB, pronounced "Re-min-bi". Love the video, but I see this as a common error so it is the least I can do for all the good you guys do. Nonetheless, great video.
I hope I am not offending you guys.
How do we know these numbers are not cooked up?
You should do some highly shorted stocks that are worth more then current stock price GME Amc upst chwy Mara and there’s a bunch more being pinned down
Thnaks for your note - GC
waitlist threats :o
can you review CBRL stock plz brother 🤠🤠🤠
Sure thing - GC
I have dacad baba since $80. my cost basis is down to $74 and I’m still buying more. It has stayed low so long and I have bought so much that I worry about overexposure. That balance sheet, the buybacks, and the insider buying keeps me going. You just can’t say no to that value
Correct....focus on fundamentals and stay the course.
Thanks for sharing - GC
Just can't say no? Sure you can. Imagine what returns that money you could have put in elsewhere could have done in Meta... Nvidia... SFM... Negative momentum can go on for a LONG time. Meanwhile, you miss out on other great opportunities.
@chrismckay9647 ever lost a lot of money in a stock before?
@@SmartestDumbGuy I'm an investor... Of course! Why?
@@chrismckay9647 Sure, captain hindsight. I would like to borrow your crystal ball just for a moment so I can become a billionaire.
I bought BABA at $ 271 four years ago and now it is $ 68 kept for four years still keeping on hope after losing almost $ 20,000 will it ever go up! The investors please look around where there are many better stocks available!
Can you guys do an update on IRobot?
Thanks we will give it a look .AP
Any thoughts on Baidu? Hasn't been discussed in a long while 🙏
Good suggestion - GC
I agree.. Baidu is criminally undervalued. More than BABA. They are doing a lot in AI and their PE is extremely low.
We just have to be patient, they are doing buybacks 3-5% per year, generating tons of cashflow, time will tell, vested :)
I've exited all Chinese stocks due to high government interference. I did have some gains a few years ago with NIO, BYDDF, and BABA selling near the highs but did not buy back in. I prefer long term positions, but too much uncertainty in China.
Don't understand why your Enterprise value for BABA shows $190 Billion when in reality they have cash surplus (after all debt) of $60 billion. So Enterprise value should actually be around $110-120 billion. I have seen this in couple of your other videos as well.
BABA IS BACK JUICE IS WORTH THE SQUEEZE❤❤❤❤
Baba will be a great dividend stock in future.
Geopolitical reasons have had a tremendous impact on the stock price. I agree that it is undervalued. But the situation between the US and China is not getting better anytime soon. I could be wrong. It looks like a great value and I agree with what you have said, but the geopolitical situation is not stable and that prevents me from investing in Alibaba
I so hope it will plummit more. Long in this one...
Good mindset - GC
Charlie munger died giving up on BaBA?
🤦♂️
My personal opinion is Munger never gave up on BABA. He always believed in it and that's why he bought it. He says it is his worst investment and his biggest regret because he bought it at the wrong time. His investment plummeted.
🤣 🤣
I own it also but its long term turn around play for me 💪✅🥇🦅💎🤫
Yeap...that is the only way to play this - GC
Shares of critical chip firm ASML drop 5% as sales miss expectations with 22% fall
Paul, how did you forget to press the analyse button? 😂
Hahaha .AP
How many shares do I buy?
I don't know .AP
How many did you buy?
Ive been buying this under $70. They are buying shares back aggressively and growing. The china problems will smooth out imo.
Your recent video are all out of sync (audio not sync properly with audio). Please keep that in mind.
Thanks for the feedback - GC
I bought todaybat 68.5
Hope not to see major drop
BABA WILL BE BACK IN OUR HEARTS❤📈🤍
Great video, everyone giving you crap because it isn't the flavor of the month. This is EXACTLY when you're supposed to buy a stock, when it's ugly and no one wants it. People calling for $50 or lower are delusional. That only happens with a black swan event which no one can predict. I'm in and have been since $100 and lower
Run Skyworks?
Thanks for the suggestion - GC
What does the last "minus 1" mean? I mean from 7,62 to 6,62
The formula to calculate return is: End Price/Start Price - 1
@@CaptainHero22 Ah of course, because the first 100% is already yours. Thanks!
love love love baba. btw people who r taking a crap on you for being wrong on NVDA are the people who can't listen to any1. you arent god you'll have misses and that actually lends credence to your transparency which makes you way more trustable imo.
Stop making excuses for him. You can't give him credit only when he is right. He has to take blame when he is wrong too.
@@user-ll9qk2el4dAnd he's been wrong on an awful lot. Paul is a decent teacher and a horrible investor.
Thanks for the support , he did make a mistake , he learned from it and that's it , we don't worry about what people say , when its bad .AP
dont forget howerver an delisting is possible
How did Munger think BABA was a tech company? Did he not do any research?
Bagged at $300 damn Paul 😂😂😬😬⚠️
Why is free cash flow better if it’s higher than net income?
During hard times they can use the ready to use free cash flow to soften economic hardships
Best time to buy Alibaba. Agreed.
Seems at a great accumulation phase - GC
Baba proving to be quite profitable.
Are you a shareholder?
i don't buy anything off alibaba. i just don't see why anyone would go back to baba when you have Temu
Loss Aversion is strong with this pair LOL
Thanks for sharing - GC
Do I think it's worth more... Sure. Will the fundamentals drive it higher some day. One would think so. But, it's been dead money for almost 4 years due to many variables beyond its control (politics, economy, geopolitical tension). What could that money have done since Oct 2020? A lot. Pabrai knows it's a good company, but per his process, he dumped it. Even in value investing, trends matter... And BABA has been and continues to trend in the wrong direction.
Investments take years to mature....you either have patience or find something else - GC
@EverythingMoney True. But, listen to the greats and cut your losers. BABA has been down for almost 4 years... And with so much of its destiny beyond its control, it may be down another 4. Dead money. There is a reason Pabrai cuts losses after a couple of years... There is a reason Buffet's rule 1 is to never lose money and why he has not gone into BABA. Too much risk. There are safer long-term options out there.
Mistake also called war
Nothing to do with that , is my guess .AP
Why you never show your portfolio with real numbers like other people on TH-cam?
Join our community and link directly with Paul - GC
@@EverythingMoney why do I have to pay to see if Paul Is trust Worthy?
The man is already uploading a world of free research he put hours in to make these videos. Stop acting like entitled freeloader@@alesrejchrt7269
@@alesrejchrt7269 The dude sold all his baba stock at the very bottom last year and called it a "tax write off". He's now feeling the fomo. These goofs are no better than any other youtube financial advisors.
I asked him this many times.. and he avoid me everytime like he avoided you now.. I lost faith in this channel really... no credibility.. just showing fency aplicattion and conviencing speech
As good as Alibaba's books are, investing in this company is a huge gamble due to the tension between them and the US. I feel %100 more comfortable investing in TSLA even with the rough patch is going through. The US is by far the biggest consumer of alibaba products. What happens to that balance sheet if the two countries go to war. Cut in half.
even PYPL seems to have similar returns with way less risk.
The US is not where the bulk of Alibaba’s revenue though. The main source of revenue is Chinese domestic e-commerce.
If the tensions increase with us then we got bigger fish to fry
BABA major action is outside the US - gc
When a government can yank all ADRs from existence at any given moment and make your investment worth 0$, it makes it a little hard to care about valuation 😅.
Me personally, it’s too political for me rn. With a bear market rn, I will look into it later.
Fair enough - GC
Going against BABA is like betting against China. Did you know the Chinese economy is one of the few in the world without the crazy debt?
Look at the balance sheet USA vs China. The SP realistically is worth at least 150$
Fuck it…ima buy me some BABA stock..on my payday..
Paul either u gonna make me some money or make me bankrupt with this alibaba stock. not moving much in last 2 yeras almost
if you believed Enron was a VALUE PLAY when it dipped then keep buying Alibaba the Chinese Enron 2.0 LOL
10 years!!!! Any stock will go up 67% within 2/3 years
I get this company a tonne more than Intel.
Their margins are going lower and lower. Returns on equity is not good when compared to similar US based companies. Need a better management with that kind of free cash flow. Hire Tim Cook.
Watch The China show.
Not to offend anyone, but seeying the geopolitical situation in the World, I can't imagine anyone is investing serious amounts into China right now. They say they do.. well, will all due respect, I don't believe them.
The problem is it’s Chinese government company
For some it is for other its not .AP
wait for PDD to totally crush Alibaba
I mean as far as Temu they’re just the new Wish and I don’t personally see them as a valuable long term investment. Also I hate how private they are with sharing information about their financials. Kind of sketchy tbh
Did well in the last 2 years or so - GC
What is pdd?
I’m buying baba but totally agree that this 662% is pumping fluffer bs
Cool...thanks for sharing - GC
It doesn't have the same ring to say, "It's going to explode to 62% in 10 years!"
Heard rumors that the Chinese are still set on making an example of Jack Ma and want him off the board before allowing the company to flourish
Jack ma is already off the board and has been for some time. He still owns many shares, but does not own as many shares, and significantly less voting shares.
Baba is undervalued and Nio is INSANLY undervalued it,s unbelivable how you guys can not spot that...
I am not a very good investor but I don't see the value in Nio. They lose money and dilute shareholders, what makes them undervalued?
@@stevejackson1977 They are growing at an insane rate year over year, and is innovating like nobody else! Plus they will reach profitability in q 4 of this year, thanks to their swap partners and their swapstations, which is abought to be a huge cashmachine in fact some of the stations have already achieved profitablity! The subbrands will also make them outsell BYD and TESLA in a matter of few year what,s not to like?
Its cheap yes it is , but its not for everyone , remember they where bankrupt before the gov came in and put lots of money .AP
Why do you guys consistently put such a high P/E on BABA? 16,16 etc... Its not a high ROIC business, and the growth is not stellar either. China risk premium should be 2X US risk premium, and China P/E's should be constantly at a discount to US P/E's perhaps by as much as 2X. Even then though, I get a "green" buy up to $100 :)
Thanks for sharing ! Many of the people I know started dca at 100 .AP
You cant put lipstick on a pig. But maybe I would consider buying at 20/share.
Alibaba revenue is growing at 5% with shrinking margins. The markets are always right. Let alone the country risk. Disclaimer- I personally hold Baba and I am down 40% on my position.
So buy more then 😂
The markets are always right? Since when?
There's a long list of stock price moves which prove the market is often wrong
Thanks for sharing - GC
I won't hold my breath waiting for BABA to go up... It's not surprising that the stock price has been so low (for a couple of years) since the Chinese government started cracking down on private enterprises and its economy is currently in a precarious position... BABA may just be a value trap for the next 10 years.
In the last 5 years, you would have been way better off in ARKK. And ARKK... Well, you know. 🤣🤣🤣
Baba is not the Chinese company to own that thing has already been shelled out
Thanks for the note - GC
Baba is plunging
Up big today!
I go Baidu
Best of luck - GC
What happens to Chinese stocks if Trump wins and raises tariffs on everything Chinese?
Trump will do Trump....and we will wait and see - GC
Why? Well cz u like to lose? 🤦♂️
This will bottom at $50s. I’ll be a buyer there
Hope you get it .AP
You all should visit China to scuttlebutt the country's situation
Maybe one day....tell us what you know - GC
🤦🏻♂️
😎
Man now I don’t want to invest in BaBa If your in this play
Don't do it then - GC
Seems to risky look what the us are going to do to TikTok. Then Donald could be back he loves bashing china😂.hopefully it works out for yous
Fair enough - GC
EV is much lower than your figure
I next 10 year than buy 😂
😂
662% return! You guys are so funny.
Do value investing always work? Why big money is not coming in Alibaba? They have a great business model and so much cash in hand. Price is declining like crazy. Don’t you think we live in a world of fools so we can’t just overpower the dumb money as they are more in number. I do find analysts also dumb. They make price targets and stories depending upon the price
Value investors focus on fundamentals....it will work unitl the fundamentals change - GC
Research 'value traps.'
No one know anything about China should buy China stock, like most of your videos but this is a joke to ask people to invest in China, where a paper can destroy a company over night
Come on. Jack Ma bought more Alibaba shares after getting a home visit from Big Brother. 😂 His last disappearance wasn't a vacation trip.
Haah theres some truth in that .AP
Who wants to wait 10 years??
That's the whole purpose of value investing. Growth and compounding over the long term, not hoping/betting on a quick profit. That's trading.
me
Who want to buy and sell stocks all the time i wanna sleep and earn money while doing so.
@@harolddevries3775ooooo tell em , they don't even know what the meaning of investing is 😅
@@harolddevries3775 Hoping betting on a long profit is just as much of a “gamble” as betting on a quick profit, Actually more so, Ironically.
For example, When Biden the clown gets us in a war, Puts are guaranteed easy money. Much better than buying and hoping companies grow..Now that’s a gamble but I digress.
Umm…Charlie Munger does NOT still own Alibaba
Yes he does. The last filing showed his stake reduced by 33%.
I think he still had a chunk left after is tax harvesting play - GC
@@NeilFulcher that’s just it. It was his LAST filing. He didn’t take his shares with him where he went!
It's still in China, for that reason I am out.
I agree, better to wait to enter in China market again, I wait at least 300$ per share for baba. Then i will be bullish.
Then you won't buy cus it won't be a screaming deal @@satomi8500
Fair enough - GC
NEVER invest in Chinese companies…
lol 😂