Post #19 by Blackswanny on the Alibaba board

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Stocks A to Z / Stocks B / Alibaba (BABA)

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-Thoughts on valuation multiple post spin off for ecommerce? (Ebay low PE?)
-How about the loss making divisions?
-When they were all together there was certainly more hope and growth potential factored in,
-Cloud has been disappointing and was identified as the main future growth engine.
-Then there's also the CCP discount.
-Interesting video released recently by Pabrai where he's second guessing his Prosus investment on the back of Gov actions.

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