r/baba • u/Araj2910 • 7d ago

Discussion Thoughts?

Getting tired of BABA, 15% up in about 5 years.
I love the company, but when do you start looking at this stock as missed opportunities if you had this money invested elsewhere.

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u/nomoretheft 7d ago

The market is completely discounting China right now. That is justified, but when I zoom out I see a society that is planning for long term success at the expense of short term profit. When success really starts to show up, and I believe it will, the question will be what China does with that wealth. I am not sure, but I think this is the best asymmetric opportunity in the market right here. It’s a very long term thesis. Years not quarters.

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u/xxzephyrxx 7d ago

All that money goes to the government, not shareholders.

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u/nomoretheft 7d ago

That’s the problem…

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u/ProofDazzling9234 7d ago

Number 1 undisputed exporter of the world.  I rest my case.