People underestimate the power of American industry importing Alibaba products (rather: products found through Alibaba) into the American e-commerce market. Alibaba is basically funding eBay and Amazon.
Revenue-wise, not even close. But profit-wise, they are way more profitable because their margins are much higher. Their whole model is different in terms of what they do, so it's hard to compare the companies.
I'm in right at open price. I think the stock is fairly valued to slightly undervalued at that price, for right now. But I'd expect it to perform well through the year, even if it drops a bit initially. This is a HUGE company - bigger than eBay and Amazon combined speaks to number of transactions, not revenue, but paints the picture. I should have stronger growth than Amazon. Not a huge fan of the structure and government risk, but it is what it is. Alibaba will be one of the tech behemoths - Google, Apple, Facebook, Alibaba, Amazon. Microsoft. To me it has the most upside.
idk, alibaba is far too fragmented and questionable regarding inspection processes when buying wholesale manufactured goods... there exists a better more tightly controlled version of what alibaba does which doesnt exist yet.. until china becomes more policeable so yea the wall st hype and cheap $ will flow into it and bubble it up.. but alibaba isnt anything special
Is there are an arbitrage opportunity with alibaba and yahoo? It looks like yahoo's stake is alibaba is undervalued. Wouldn't it make sense to buy yahoo long and short alibaba, at some point the market has to correct itself?
Futures down right now on the spx about 10 points. Asia markets down today. This will be interesting tomorrow.
anyone in some mutual funds? i've been looking at some vanguard funds. thinking about setting up my portfolio something like this: 20% VUVLX: Large value stocks 15% VIGRX: Large growth stocks 20% VISVX: Small value stocks 15% VISGX: Small growth stocks 20% VTWSX: World stocks 10% VBMFX: Total bonds they're all below a .50% expense ratio thoughts?
Let me tell you about alibaba it is so bad. We have our products listed on there from our plant in China. I handle the inquiries that we get from people here in the US. I have gotten a lot of leads but every single lead is trash. It's either some guy spamming a million different products with inquiries and when I email him he has no idea what our product even is. I don't think I have sold anyone anything with a lead from alibaba. Even worse its some home owner that wants to buy like 2 pieces from China. This and global sources another one of those sourcing websites is bad. There is so much spam and fishing for info. Now that is not to say it doesn't work I just have not had the best experience with it being on the supplier side. I don't know how much we have to pay every month to be like their gold members, but I am sure it is not cheap.
TNXP = had a slight hair cut today. it's back to $6 wherever seeking alpha suggested it. where is the person (forgot his name) that was hyping this thing? in summary - reason why I don't like bio pharma. -- lottery ticket. either boom or bust. in this case bust at present.
