Value Investing with Sven Carlin, Ph.D. on $BABA (Nov 7, 2026)
Alibaba sits in the speaker's higher-risk, higher-return bucket and is interesting and worth researching, but he does not own it, unlike Tencent via Prosus, JD.com and Pinduoduo, because he dislikes Chinese companies situationally and has reservations about some companies in that group; Alibaba and Tencent shares returned minus 11% over 14 years despite doubled revenues.
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Another issue we discussed yesterday was Chinese internet stocks. Now almost 14 years will have passed. 14 years and the return is negative, minus 11% for Tencent and Alibaba shares.
These companies have doubled their revenues over the past 14 years, increased their profits, and become dominant. But the stocks didn't go anywhere. We discussed this six months ago.
I don't like "Chinese companies" from a situational perspective. I own Tencent's "Kwab" , via Prosus, JD.com, and Binduduo, not Alibaba. Therefore, it is interesting from a morale perspective.
There's a lot to research there. I moved it from here to here. Why higher risks? Because in "the club" there is something I don't like, for example, some companies, but yes, they promise higher returns.
What this channel has said about $BABA
Value Investing with Sven Carlin, Ph.D. has 5 calls on this stock; only the adjacent ones are shown.