Summary: 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 this is a basic tech industry leader growth story 7:00 – Tackling the other side and the limits of what he knows 9:30 – How do you start to value this? 16:20 – The meaning of valuation approaches 23:00 – The need for technical analysis at a certain point 29:30 – Can we trust Alibaba’s numbers? 37:30 – the risk of a story CEO 40:30 – the limits to the hunt for new information 43:30 – What about the fact that Alibaba doesn’t trade in China?
