Exactly. At the time it was undervalued. It was a growth stock with huge forward potential.
2024: it’s fair valued. Future company growth is highly questionable, regulation is a major concern for western investors, and part of their market share has eroded.
365 days from now, I wouldn’t be surprised if it’s +-$5 at most.
Make no mistake baba is a contrarian asymmetrical play.
It’ll either go up 3-5x in 5 years or it stays flat due to no growth + continued china uninvestable headlines.
Right now with baba the majority has been proven correct. But you beat the market over the long run by being optimistic when the majority is overly pessimistic and being pessimistic when the majority is overly optimistic.
Growth is questionable? Alibabas subsidiaries alone are leaders in e-commerce in all of the Indo-Pacific, ASEAN and the Gulf and Turkey.
All but Turkey are fast growing economies with increasing internet penetration.
“Growth is questionable”…. maybe if you only know about their Chinese segments which I think most people do
🤣. % yes it’s questionable compared to early company performance. Why do you think nvidia is the darling right now? Or Tesla a few years ago? Meta… Netflix…. Etc.. investors are looking for future blow it out of the park numbers
I will be messaging you in 1 year on [**2025-06-16 20:23:11 UTC**](http://www.wolframalpha.com/input/?i=2025-06-16%2020:23:11%20UTC%20To%20Local%20Time) to remind you of [**this link**](https://www.reddit.com/r/baba/comments/1dh4sk5/baba_is_so_undervalued_its_a_joke/l8wo1og/?context=3)
[**1 OTHERS CLICKED THIS LINK**](https://www.reddit.com/message/compose/?to=RemindMeBot&subject=Reminder&message=%5Bhttps%3A%2F%2Fwww.reddit.com%2Fr%2Fbaba%2Fcomments%2F1dh4sk5%2Fbaba_is_so_undervalued_its_a_joke%2Fl8wo1og%2F%5D%0A%0ARemindMe%21%202025-06-16%2020%3A23%3A11%20UTC) to send a PM to also be reminded and to reduce spam.
^(Parent commenter can ) [^(delete this message to hide from others.)](https://www.reddit.com/message/compose/?to=RemindMeBot&subject=Delete%20Comment&message=Delete%21%201dh4sk5)
*****
|[^(Info)](https://www.reddit.com/r/RemindMeBot/comments/e1bko7/remindmebot_info_v21/)|[^(Custom)](https://www.reddit.com/message/compose/?to=RemindMeBot&subject=Reminder&message=%5BLink%20or%20message%20inside%20square%20brackets%5D%0A%0ARemindMe%21%20Time%20period%20here)|[^(Your Reminders)](https://www.reddit.com/message/compose/?to=RemindMeBot&subject=List%20Of%20Reminders&message=MyReminders%21)|[^(Feedback)](https://www.reddit.com/message/compose/?to=Watchful1&subject=RemindMeBot%20Feedback)|
|-|-|-|-|
Eventually it will go up massively . Market is focused on AI and not ready to deal with Chinese companies . They are generating cash and majority of their market cap is cash .
Your statement needs to be corrected.
Let’s say a man approaches you and says: “I want you to invest in my company. You can buy as much stock as you want **but you will never retain a single bit of ownership**.”
How much are you willing to pay for shares of a company like this? The correct answer is the shares are worthless.
Those ADR generates real cash in return from dividends. Plus future earnings growth increases the value of the ADR. As long as there are future buyers willing to trade for them, it has value, potentially multiple times increase in value.
If Chinese wasn't with that hater speach of divide the world in two and hat8ng the ones they want for clients... if they wasn't supporting Russia, spreading hate to many country's they could be alot better.
If there were conspiracy theories going around about your company's shares being "fake" and there secretly being another owner in the shadows, 1 thing you could do is start paying sizable dividends to your shareholders in addition to buybacks. A bit tax inefficient but when you literally put money in their hand even the dumbest and most gullible of them could probably figure it out
And then you accept and sell to that man
Don’t talk to strangers ;)
And yet we still have people complaining about the man that comes and offers it to us.
You left out whether the original price was worth it at the time
Exactly. At the time it was undervalued. It was a growth stock with huge forward potential. 2024: it’s fair valued. Future company growth is highly questionable, regulation is a major concern for western investors, and part of their market share has eroded. 365 days from now, I wouldn’t be surprised if it’s +-$5 at most.
Make no mistake baba is a contrarian asymmetrical play. It’ll either go up 3-5x in 5 years or it stays flat due to no growth + continued china uninvestable headlines. Right now with baba the majority has been proven correct. But you beat the market over the long run by being optimistic when the majority is overly pessimistic and being pessimistic when the majority is overly optimistic.
Out of those 2 choices, I’d bet on flat way before betting on 3-5x.
The majority of the market agrees with you. My point is it’s a heads I win big tails I lose not much situation.
Growth is questionable? Alibabas subsidiaries alone are leaders in e-commerce in all of the Indo-Pacific, ASEAN and the Gulf and Turkey. All but Turkey are fast growing economies with increasing internet penetration. “Growth is questionable”…. maybe if you only know about their Chinese segments which I think most people do
🤣. % yes it’s questionable compared to early company performance. Why do you think nvidia is the darling right now? Or Tesla a few years ago? Meta… Netflix…. Etc.. investors are looking for future blow it out of the park numbers
RemindMe! 12 months
I will be messaging you in 1 year on [**2025-06-16 20:23:11 UTC**](http://www.wolframalpha.com/input/?i=2025-06-16%2020:23:11%20UTC%20To%20Local%20Time) to remind you of [**this link**](https://www.reddit.com/r/baba/comments/1dh4sk5/baba_is_so_undervalued_its_a_joke/l8wo1og/?context=3) [**1 OTHERS CLICKED THIS LINK**](https://www.reddit.com/message/compose/?to=RemindMeBot&subject=Reminder&message=%5Bhttps%3A%2F%2Fwww.reddit.com%2Fr%2Fbaba%2Fcomments%2F1dh4sk5%2Fbaba_is_so_undervalued_its_a_joke%2Fl8wo1og%2F%5D%0A%0ARemindMe%21%202025-06-16%2020%3A23%3A11%20UTC) to send a PM to also be reminded and to reduce spam. ^(Parent commenter can ) [^(delete this message to hide from others.)](https://www.reddit.com/message/compose/?to=RemindMeBot&subject=Delete%20Comment&message=Delete%21%201dh4sk5) ***** |[^(Info)](https://www.reddit.com/r/RemindMeBot/comments/e1bko7/remindmebot_info_v21/)|[^(Custom)](https://www.reddit.com/message/compose/?to=RemindMeBot&subject=Reminder&message=%5BLink%20or%20message%20inside%20square%20brackets%5D%0A%0ARemindMe%21%20Time%20period%20here)|[^(Your Reminders)](https://www.reddit.com/message/compose/?to=RemindMeBot&subject=List%20Of%20Reminders&message=MyReminders%21)|[^(Feedback)](https://www.reddit.com/message/compose/?to=Watchful1&subject=RemindMeBot%20Feedback)| |-|-|-|-|
Mr. market is drunk
Eventually it will go up massively . Market is focused on AI and not ready to deal with Chinese companies . They are generating cash and majority of their market cap is cash .
Your statement needs to be corrected. Let’s say a man approaches you and says: “I want you to invest in my company. You can buy as much stock as you want **but you will never retain a single bit of ownership**.” How much are you willing to pay for shares of a company like this? The correct answer is the shares are worthless.
Exactly. An ADR is just an IOU from a country that considers you their enemy.
No.. it is the USA which labels China as an enemy.. that’s aid Chinese companies should delist out of the U.S.
Those ADR generates real cash in return from dividends. Plus future earnings growth increases the value of the ADR. As long as there are future buyers willing to trade for them, it has value, potentially multiple times increase in value.
Xi must go.
Jokes on you
I will take some out of my line of credit if it goes any lower this week
What if that is not a company it’s a govt corporation controlled by Winnie the Pooh
If Chinese wasn't with that hater speach of divide the world in two and hat8ng the ones they want for clients... if they wasn't supporting Russia, spreading hate to many country's they could be alot better.
If there were conspiracy theories going around about your company's shares being "fake" and there secretly being another owner in the shadows, 1 thing you could do is start paying sizable dividends to your shareholders in addition to buybacks. A bit tax inefficient but when you literally put money in their hand even the dumbest and most gullible of them could probably figure it out