Value investing is about logics not your feelings. How much you hate the company is irrelevant here. Just because you hate FB, it doesn’t make it a bad company.
Why would anyone even go for Paypal now especially since there are other companies that are more attractively valued with the same expected grow rate ?
You can’t. Learn how to do a valuation method yourself and trust only that. Every single valuation calculation is a guess. It’s best to make your own guess rather than follow someone else’s guess.
Yup! Same here. I only care about the stocks I have been watching. If they drop below my estimated valuation for no good reasons, I buy them regardless of what the market is doing.
Like any other country, China wants to grow their economy. And Alibaba is a crown jewel for the CCP with having great business fundamentals and a strong footing in their sector. According to Dataroma, a site that tracks the investments and 13F filings of superinvestors, Alibaba has been in the top 2 most bought stock last year. With Warren Buffetts right-hand man, Charlie Munger, being one of the buyers. Who are arguably the greatest value investors in the world.
China can only do what the CCP allows it to do. The CCP's motivation is NOT to grow China's economy. They only care about their power, and they do everything to secure their power. BABA may be the crown jewel in your eyes, but to the CCP, it's the Ned Stark.
Sentiment like this^ is the reason the stock is so cheap. I think a discount is warranted, but the mindset of ‘never’ buying chinese stock like BABA is silly. Obviously if the price was $0.0001/share you would likely just buy the whole company and instantly gain access to billions in profits.
I think you may misunderstand the motive of CCP - they are after POWER, not money. They see BABA as a potential threat to their power. I see multiple risks associated with BABA:
Lots of cash on hand, explosive growth, even at 25% annual growth, the fair value (DCF) is around $1500. Positive and growing cash flow for the past 3 years. It’s also a good product used by millions of people. It has partnership with FB and GOOG.
When you must compete on contents, you are done. Contents are subjective and unpredictable.
Not a TikTok user. It seems to me that TikTok is an equivalent of YouTube. Can you have a conversation on TikTok?
Value investing is about logics not your feelings. How much you hate the company is irrelevant here. Just because you hate FB, it doesn’t make it a bad company.
Why would anyone even go for Paypal now especially since there are other companies that are more attractively valued with the same expected grow rate ?
Such as?
You can’t. Learn how to do a valuation method yourself and trust only that. Every single valuation calculation is a guess. It’s best to make your own guess rather than follow someone else’s guess.
I know that. I am just asking what your valuation is and how you do it.
How about FB?
Would you think you can show me which line shows the unrealized gain from Rivian?
No. This is not the bottom yet
What would be the bottom?
No
Why not?
GOOG MSFT AAPL V MA ASML ADBE NVDA
Just look up QQQ holdings
LOL. I am getting close.
I buy when the valuation is equal or lower than the value (which I calculate).
Yup! Same here. I only care about the stocks I have been watching. If they drop below my estimated valuation for no good reasons, I buy them regardless of what the market is doing.
Learn to read the three financial statements: income statement, balance sheet, and cash flow. There are YouTube videos you can watch.
Thanks for your advice.
You must read “The Warren Buffett Way” before you buy any share.
Which small oil companies would you recommend?
EQNR - equinor, big norway oil, but also a green play, trying to be as green as possible while still handling oil.
Not sure. Their financials look fugly.
▪ Assets under management end quarter at $1.69 trillion
Maybe I am blind but I can’t see anything wrong from their earning report.
Like any other country, China wants to grow their economy. And Alibaba is a crown jewel for the CCP with having great business fundamentals and a strong footing in their sector. According to Dataroma, a site that tracks the investments and 13F filings of superinvestors, Alibaba has been in the top 2 most bought stock last year. With Warren Buffetts right-hand man, Charlie Munger, being one of the buyers. Who are arguably the greatest value investors in the world.
China can only do what the CCP allows it to do. The CCP's motivation is NOT to grow China's economy. They only care about their power, and they do everything to secure their power. BABA may be the crown jewel in your eyes, but to the CCP, it's the Ned Stark.
Sentiment like this^ is the reason the stock is so cheap. I think a discount is warranted, but the mindset of ‘never’ buying chinese stock like BABA is silly. Obviously if the price was $0.0001/share you would likely just buy the whole company and instantly gain access to billions in profits.
I think you may misunderstand the motive of CCP - they are after POWER, not money. They see BABA as a potential threat to their power. I see multiple risks associated with BABA:
https://www.websitebuilderexpert.com/ecommerce-website-builders/comparisons/woocommerce-vs-shopify/
Why would someone think it's a good buy at this level?
Lots of cash on hand, explosive growth, even at 25% annual growth, the fair value (DCF) is around $1500. Positive and growing cash flow for the past 3 years. It’s also a good product used by millions of people. It has partnership with FB and GOOG.