Alibaba Archives - Market Mad House

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 Insanity Uncategorized

daniel July 17, 2015March 9, 2016 Alibaba, Amazon, Amazon Prime Day, Amazon vs. Walmart, BABA, Dollar General, Is Walmart Winning the Online Retail Wars?, Is Walmart.com Bigger Than Alibaba?, Mr. Money Mustache, Prime Day, Value Investing, walgreen, Warren Buffett, WMT

Is Walmart Winning the Online Retail Wars?

If Holley is correct, Walmart.com’s revenues could exceed those of Alibaba. Walmart could be making more money from its online operations than Alibaba is. It is hard to tell because Walmart does not release detailed information about its online sales.

Long Ideas

daniel June 2, 2015March 13, 2016 Alibaba, Amazon, American Express, AMZN, Apple Pay, BABA, China opening to American ecommerce, EBAY, eBay Inc., Mr. Market, Mr. Money Mustache, PayPal, Plug Power, Value Investing, Venmo, Wal-Mart, Warren Buffett, WMT, YAHOF, YAHOO, Yahoo Japan, YHOO

Beijing’s New Open Door Bodes Well for Alibaba and Other Online Retailers

Other organizations that could benefit could be Netflix, Etsy (NASDAQ: ETSY), Sears (NYSE: SHLD), Staples (NASDAQ: SPLS), Best Buy (NYSE: BB) and Walmart (NYSE: WMT). All of these retailers could get access to the $404 billion Chinese market through alliances with Alibaba and stores on Tmall. Walmart, which already has a presence in China and a working relationship with Alibaba, could be in a great position here.

Good Stocks

daniel May 15, 2015May 16, 2015 AAPL, Ali Express, Alibaba, Amazon, AMZN, Apple Pay, Apple Stock, BABA, Charley Munger, COST, Costco, EBAY, eBay Inc., Mr. Money Mustache, PayPal, walgreen, Warren Buffett, WMT

Walmart Aims to Give Itself Float with Shipping Service

If Walmart rolls out this subscription service in a smart way, it could position itself as the anti-Amazon.

Long Ideas

daniel April 24, 2015April 21, 2016 Ali Express, Alibaba, Amazon, AMZN, BABBA, Disruptive Technology, EBAY, GOOG, Online retail, Value Investing, Warren Buffett

eBay Proves It Has Value

My take on the situation is this. Both eBay and PayPal are value investments; they’re great brands and well-run companies that generate a lot of cash. Both companies also operate in a sector that has a lot of room for growth. Yet they are also undervalued by the market, probably because they operate in an unsexy sector, namely, basic e-commerce.

My Thoughts

daniel April 13, 2015March 5, 2016 AAPL, ABX, Alibaba, Amazon, American Express, AMZN, Apple Pay, Apple Stock, BABA, Bank of America, Benjamin Graham, Charley Munger, COST, Costco, Disruptive Technology, EBAY, Gold, GOOG, Google, KR, Kroger, LC, lending club, Mr. Money Mustache, OnDeck, ONDK, PayPal, Prosper, Wal-Mart, WMT

PayPal and Prosper Changing Banking Beyond Recognition

This could indicate that traditional banking might no longer be a viable business because of the alternatives available. Things could soon get worse because PayPal is about to get spun off from eBay Inc. (NASDAQ: EBAY) and transformed into an independent financial services company that will compete directly with banks.

Market Insanity

daniel April 1, 2015March 27, 2016 AAPL, Ali Express, Alibaba, Alibaba vs. Walmart, Amazon, American Express, AMZN, BABA, Benjamin Graham, Costco, CVS Health, Discount Insanity, Discount Shopping, Disruptive Technology, Dollar General, Dollar Tree, Mr. Money Mustache, PayPal, Wal-Mart, WMT

Why Alibaba May Not Become a Big Name in the US Online Retail Market

The major reason Jack Ma will stay away from mass retail in the U.S. is that the cost of entering in the market could simply be too high. The revenue from a large-scale U.S. retail operation might not justify the cost of setting up such a venture.

Crazy Stocks Stocks

daniel March 11, 2015March 9, 2016 AAPL, Alibaba, Amazon, American Express, AMZN, BABA, Benjamin Graham, Berkshire Hathaway, Charley Munger, COST, Costco, EBAY, Jeff Bezos, Poverty, Value Investing, Wal-Mart, Warren Buffett

eBay Is Now an Acquisition Target

A very dark horse contender for an eBay acquisition would be Berkshire Hathaway (NYSE: BERK.B). Uncle Warren is famously technology adverse, but eBay does meet some of his criteria: it’s a good company with a strong brand that’s well respected on Main Street but undervalued by the market. It also has a business model that generates a lot of float and cash—two of Buffett’s favorite things.

Crazy Stocks Stocks

daniel March 7, 2015March 12, 2016 Alibaba, Amazon, Amazon Fulfillment, AMZN, EBAY, FBA

Six Reasons Why Amazon Brick and Mortar Is a Dumb Idea

There are cheaper and more practical ways for Amazon.com to provide the few brick and mortar retail services that might enhance its business. Having a physical counter where customers could return merchandise or pick up deliveries might be a good idea

Market Insanity

daniel November 16, 2014 Alibaba, BABA, Bank of America, Chinese IPOs, Day Trading, Fast Trading, Forex, Insane Investing, Momo, Momo IPO, Short Ideas, Uber, Value Investing

Questionable Chinese App Files for $300 Million IPO

Momo is free to use, but it also sells digital content, such as apps and advertising. It also offers users a premium subscription service and accounts for business customers. Momo claims to have 180.3 million users, 25.5 million of whom supposedly use it every day. Momo also claims it made $13.9 million in revenue in the first half of 2013, most of which came from 2.3 million membership subscriptions.