I react to part of recent interview with Alibaba Group Chair Joe Tsai, who discusses how he’s planning for Alibaba to get back to double-digit percentage growth within a defined timeframe.
Timestamps:
00:26 Recently reorganizing Alibaba management
02:24 New extreme focus, exiting non-core businesses
04:43 Challenges and reigniting strong growth
09:12 What should shareholders expect from management?
13:04 Ongoing dividends
Related episodes:
Alibaba Stock: Chair Joe Tsai on BABA’s Big AI Future
Alibaba Stock Earnings: Big Buybacks, Special Dividend, Stock Down!
Alibaba Stock News: Surprise Jack Ma Memo! My Thoughts | BABA Stock
Referenced video interview:
Joe Tsai on Why Alibaba is All In on AI https://youtu.be/8znIj2ML_Vo
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