Behind The Idea

Behind The Idea #33: Understanding Alibaba w/Anne Stevenson-Yang and Julian Lin


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Questions have been asked about Alibaba long before news broke that Jack Ma might be leaving soon. We got in on the question-asking game, as we quizzed Alibaba bear Anne Stevenson-Yang about what the short case around the company really is, and Alibaba bull Julian Lin about the reasons to stay long. There was more overlap in the two discussions than we expected.
Topics covered:
Interview with Anne Stevenson-Yang from 2:15-33:15

3:00 minute mark - Why do Alibaba’s different businesses go together?

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Behind The IdeaBy Seeking Alpha

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