Dividend Collector schreef op 19 december 2021 16:39:
seekingalpha.com/article/4475715-alib...Deze auteur is daar niet zo zeker van en dus bearish. Meer winst is leuk maar als die vervolgens aangewend moet worden voor publieke doelen in plaats van Alibaba's gewenste investeringen om de groei aan te jagen schiet het natuurlijk niet op.
"My Conclusion
It astounds me how many investors still have a positive outlook on Alibaba, despite the fact that evidence simply contradicts any kind of bullish outlook on the retail giant. The risk of ADR share delisting, an illegal VIE structure, and slowing revenue growth are just a few of Alibaba's issues. Significant free cash flow risks, a restructuring plan designed to accommodate the CCP's interests, and slowing retail spending in China are also risks that do not justify investing in this company. You are welcome to "buy the dip" or "double down again" on Alibaba because "growth is cheap." However, keep in mind that a fool and his money are soon parted - as usual."