This episode includes a summary and thoughts on Alibaba's Full Fiscal Year 2023 Results, the current China economic backdrop, Alibaba’s ongoing share repurchases, a brief update on Alibaba's planned spinoffs including Alibaba Cloud, some comments from the CEO and CFO, and the overall direction of company.
Timestamps:
00:00 Intro
00:25 BABA the controversial stock
01:20 Alibaba the company
03:00 CEO & CFO comments
04:30 Multiple spinoff announcements
05:30 New business capital allocation priorities
06:30 Substantial Free Cash Flow
07:10 Financial results overview
08:20 Share buybacks
09:19 Substantial net cash position
Related episodes:
Are China Stocks UNINVESTABLE or HISTORIC VALUE OPPORTUNITY?
Mohnish Pabrai: Why I Switched from Alibaba to Tencent
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