Alibaba Holdings (NYSE: BABA) Archives

daniel September 24, 2018 20 Year Trade War, Alibaba, Alibaba Holdings (NYSE: BABA), Can Alibaba Make Money During a Trade War?, Can Alibaba Survive a 20 Year Trade War?, Is the Trade War Fake News?, Is the Trade War for Real?, Jack Ma, Will there be a 20 Year Trade War?, Will Trade War Destroy Alibaba?

Will Trade War Destroy Alibaba?

A possibility that all investors need to consider is that Trump, Xi, and possibly Ma are putting on a show for the media. Their conflict might be a “work” one of the acts professional wrestlers put on to generate audience interest. Most wrestling works involve creating a fake conflict to add drama to a match.

Remember, Trump has had some experience with wrestling; he appeared in WWE about a decade ago. The Donald even had a fake match involving Vince McMahon and Stone Cold Steve Austin. For this reason, I think the “trade war” is fake news.

Market Commentary

daniel July 25, 2018 Alibaba Holdings, Alibaba Holdings (NYSE: BABA), Alibaba is undervalued, China’s middle class, China’s Wealth is Sustainable, Chinese middle class, Investing in China’s Middle Class, Is China’s Middle Class Sustainable?, Is the China Boom Sustainable?

Is Alibaba Holdings Making Money?

Such figures make the case for Alibaba as a growth and a value investment. China is becoming a middle class nation and Alibaba is its department store. Just as Sears was America’s department store in the 20th Century.
Upwardly mobile Chinese will buy the trappings of their middle class lifestyle from Alibaba. Just as upwardly mobile Americans religiously shopped at Sears in the 1960s and 1970s.

The Death Spiral

daniel June 29, 2017 Alibaba Holdings (NYSE: BABA), Amazon (NASDAQ: AMZN), Are Office Depot and Staples Making Money?, Costco Wholesale (NASDAQ: COST), How are Office Supply Stores Surviving?, Is Staples in the Death Spiral?, Losses have slowed but Not Stopped, Office Depot (NASDAQ: ODP) and Staples (NASDAQ: SPLS), Walmart (NYSE: WMT), Why Amazon Might Buy Staples or Office Depot, Why Staples and Office Depot are Acquisition Targets

How are Office Supply Stores Surviving?

Staples is definitely an acquisition target because its purchaser would get around 1,225 stores and $17.30 billion in revenues for a low price. Staples reported a stock value of $10.10 a share, a market cap of $6.597 billion and an enterprise value of $6.597 billion on June 29, 2017.

Grocery Wars

daniel June 8, 2017June 9, 2017 Alibaba Holdings (NYSE: BABA), Amazon (NASDAQ: AMZN), Google Express, Jeff Bezos, Kroger (KR), Netflix (NASDAQ: NFLX), Ten Threats to Amazon, The Biggest Threats to Amazon Include, The U.S. Postal Service (USPS), Threats to Amazon, Uber and Lyft, UPS (NYSE: UPS) and FedEx (NYSE: FDX), Walmart (NYSE: WMT)

Ten Threats to Amazon

Netflix loses money like crazy but it has built up a global platform for delivery of digital products. A danger is that Netflix might start selling products like video games, software, insurance, or financial services in addition to video entertainment. Another is that Netflix might team up with a retailer to start selling goods through its platform. A grave danger for Amazon would be Walmart or Alibaba buying Netflix and offering a Prime type delivery and entertainment option through it.

Opportunities

daniel November 26, 2016 Alibaba Holdings (NYSE: BABA), Alphabet’s (NASDAQ: GOOG), Android Pay, Apple (NASDAQ: AAPL), Apple Pay can Change your Mind, Apple Pay for Charity, Apple Pay in India, donate with Apple Pay, How Modi is Driving Electronic Payment, mobile phone payment apps, Paytm, Walmart (NYSE: WMT), Walmart Pay

Apple Pay can Change your Mind and India

Electronic payment methods like credit cards do involve an obvious physical loss so they lead to less psychological pain. That’s one reason why banks like payment apps; they might lead to more overdraft fees and interest payments and more profits for banks. It’s also why Walmart (NYSE: WMT) was so quick to roll out Walmart Pay, to get people buying more.

Opportunities

daniel August 4, 2016 Airbnb Factor, Airbnb Lending, Airbnb Loans, Airbnb’s business model, Ali Pay, Alibaba Holdings (NYSE: BABA), Ant Financial, Flaws in Airbnb, Gig Economy Lending, Gig Economy Lending is Big Business, Goldman Sachs (NYSE: GS), Hard Money Lending in the Gig Economy, Payfully, PayPal’s (NASDAQ: PYPL), Working Capital, Xchange Leasing LLC

Payfully Hopes to Cash in on Gig Economy and Airbnb Lending

Payfully makes its lending decisions based upon Airbnb data. That way it makes loans to those with a track record of making of money on Airbnb. If the model works as advertised it will be able to identify potential borrowers with strong cash flow but poor credit ratings.

Long Ideas

daniel August 1, 2016 Ali Pay, Alibaba Holdings (NYSE: BABA), Ant Financial, Contrarian Financial Play, Costco Wholesale (NASDAQ: COST), Great Contrarian Investment?, Walmart as a Contrarian Financial Play, Walmart as an Online Retailer, Walmart investors are still making money, Walmart is also very profitable company, Walmart is undervalued, Walmart Money Centers, Walmart Pay, Walmart Stores Inc. (NYSE: WMT), Walmart’s ecommerce sales grew by 12% in fiscal 2016., Walmart’s online sales, Why Walmart is a Great Contrarian Play

Why Walmart is a Great Contrarian Play

A Walmart press release stated that use of the app increased by 45% during its first week of use. Walmart Pay is a potential cash cow because Ant Financial; the Alibaba Holdings’ (NYSE: BABA) spinoff that operates Ali Pay, has an estimated value of $60 billion.

Good Stocks Grocery Wars Long Ideas

daniel May 21, 2016 Alibaba Holdings (NYSE: BABA), Amazon (NASDAQ: AMZN), Ant Financial, importance of delivery, logistics is everything, secret of Walmart’s succes, Target’s (NYSE: TGT), Ten Things that Walmart has Gotten Right about Ecommerce, Walmart a major player in finance, Walmart is Getting Online Retail Right, Walmart Pay, Walmart Stores Inc. (NYSE: WMT), Walmart.com

Ten Things that Walmart has Gotten Right about Ecommerce

Entering the payment arena with Walmart Pay. One of Walmart’s underappreciated capabilities is its ability to process vast numbers of payments quickly and efficiently. The company is greatly increasing its payment capabilities with Walmart Pay; a contactless payment solution similar to Apple Pay.

Market Insanity

daniel February 25, 2016 Alibaba Holdings (NYSE: BABA), Does Groupon Make Money?, Groupon (NASDAQ: GRPN), Is Groupon a dying brand, Is Jack Ma Going Shopping?, marketing platform for Alibaba, PayPal Holdings (NASDAQ: PYPL), Why is Jack Ma Interested in Groupon?, Yelp (NYSE: YELP)

Does Groupon Have a Future?

Naturally, investors will want to know if Groupon makes money or has other value. This question is being driven by news that Alibaba Holdings (NYSE: BABA) has been quietly buying Groupon’s shares. People are wondering if Jack Ma knows something that we do not.