This episode includes a summary and thoughts on Alibaba's Full Fiscal Year 2023 Results, the current China economic backdrop, Alibaba’s ongoing share repurchases, a brief update on Alibaba's planned spinoffs including Alibaba Cloud, some comments from the CEO and CFO, and the overall direction of company.

Timestamps:

00:00 Intro

00:25 BABA the controversial stock

01:20 Alibaba the company

03:00 CEO & CFO comments

04:30 Multiple spinoff announcements

05:30 New business capital allocation priorities

06:30 Substantial Free Cash Flow 

07:10 Financial results overview

08:20 Share buybacks

09:19 Substantial net cash position 

Related episodes:

Are China Stocks UNINVESTABLE or HISTORIC VALUE OPPORTUNITY?

https://youtu.be/qfrjfIEx1vw

Mohnish Pabrai: Why I Switched from Alibaba to Tencent

https://youtu.be/v27JsHlgPZU

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Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.