BABA is volatile; sold at 175, will reconsider buying only if price falls below 100.
“3 Positive Asymmetric Buys From The Bets Quadrant...”
Value Investing with Sven Carlin, Ph.D.Published Oct 7 · 2 passages
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companies like Alibaba and Tencent invest.
Alibaba is swinging wildly up and down. I said we would reconsider it below the 100 level. I sold the last quantity at 175. And now we are getting closer to the 100 level.
Watchpoints
stock price relative to the 100 level
What this channel has said about $BABA
Value Investing with Sven Carlin, Ph.D. has 4 calls on this stock; only the adjacent ones are shown.
2026-10-07This one
companies like Alibaba and Tencent invest.
2026-10-04Bullish
We have just discussed Chinese companies with high cash flows, and everything is surrounded by very negative sentiment. When you recover, you should achieve a positive return. A potential return of 10% is there with its recovery. Risks similar to market risks are very interesting. Perhaps slightly less risky than the market, but it's China. Let's keep it at similar market risk levels.
Quote at 19:29 ›Direction flip