Alibaba Earnings & My Thoughts on Crashed BABA Stock

The John Johnston Lounge · Nov 20, 2023 · 14m

This episode includes a summary and analysis on the Alibaba September Quarter 2023 Earnings results, and my thoughts on BABA Stock, in the context of the current China economic backdrop, and the massive drop BABA stock has had since its peak in late 2020. See below timestamps: 00:00 BABA stock price activity 00:51 Update on super-investors who own Alibaba stock 02:05 Alibaba news commentary since earnings - geopolitical tensions and chip supplies 06:39 Alibaba quarterly earnings highlights 08:25 AI front and center of Alibaba strategic direction 10:09 September Quarter 2023 Results - diving…