Behind The Idea

Behind The Idea #27: Alibaba: What You See Is All There Is?


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Seeking Alpha author Julian Lin made the bull case for Alibaba, arguing it's growing and unbeatable in its markets (https://seekingalpha.com/article/4185148-china-fallen-alibaba-conviction-buy). Alibaba is China's champion, and it like many China companies has drawn questions about the true numbers of its business. So we dive in to see whether there's more to Alibaba than meets the eye, or whether the growth story has legs.
Topics covered
2:30 – Reviewing the article thesis – easy on the hot takes, but
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Behind The IdeaBy Seeking Alpha

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