I discuss the unexpected news that Alibaba is splitting into six independent operating companies. I look at what the company is saying about the break-up, including some key takeaways from a dedicated company conference call on the matter, and whether there might be big upside ahead for BABA stock because of the break-up.
Related episodes:
Are China Stocks UNINVESTABLE or HISTORIC VALUE OPPORTUNITY?
Mohnish Pabrai: Why I Switched from Alibaba to Tencent
The Art of Value Alibaba Stock Playlist:
https://youtube.com/playlist?list=PLrNjj1l3MS7XjzElr0IE-E5uw5eAAtmmU
Joel Greenblatt’s book mentioned in the episode: You Can Be a Stock Market Genius (referral link) https://amzn.to/3ny1Yfu
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The main investment brokerage I use to buy and sell international stocks is Interactive Brokers (referral link): https://ibkr.com/referral/john5664
I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link):
https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581
Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
