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There's nothing new in this presentation, but I appreciate how he has laid out
all the tangibles (debt, earnings, free cash flow) in a 3 minute video:

https://www.youtube.com/watch?v=S9vbbnjiBXY

-Rubic

Yep we all know it. Give it another 3 - 5 years.

Although again recent news is a dogs dinner...... they seem rudderless.

Given market conditions and valuations in China they should forget the split, prioritize getting back to $10eps plus, maximise free cash flow and share buybacks.

They should also focus on becoming the leading B2B and B2C ecosystem incorporating AI and all its benefits.

Keep it simple and keep it focussed on shareholder value.

Announcing the above will give Alibaba a Meta type price rebound.

Given market conditions and valuations in China they should forget the split, prioritize getting back to $10eps plus, maximise free cash flow and share buybacks.


I agree, I'd rather see this happen than see the split go forward eventually owning 6 different companies, some of which will may not trade on a major US stock market.

I've been holding on, thinking the stock seems a great value given the price and the rebound in earnings and cash flow, growing shareholder's equity, etc ... but the uncertainty weighing over the Chinese economy, the Chinese regulatory environment, the US regulatory environment, and the announced breakup of the company ... it's a lot.

I admit to entertaining the thought of selling some or all of my holding ...

I'm not personally planning to. I have a few spin offs from my Tencent shareholding as well as Alibaba also held in HK shares and am comfortable with this.

I'm putting this one in the bottom draw for 3 years and will have another look then.

I want exposure to China and have also recently added JD.com trimming back a third of my Alphabet @ 138.

I'm not as convinced as everyone on the BRK board that the US is the only place to be, listen to Ray Dalio for example.

https://youtu.be/7TGJRzRSzL4?si=8e6kKTIhLbsU4KC1

I'm a world traveler, think about macro, valuations of both countries and companies, think about business models and moats and I want exposure to the best in class Chinese businesses and economy as well as the US. I occasionally buy the odd UK or European company if valuations are compelling but these are few and far between.

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