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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (70797)7/31/2022 9:00:02 PM
From: Madharry   of 78744
 
i still own msge and was adding to stwd when i pointed it out recently for its great yield. stwd one of my larger positions. msge one of my smaller ones. I will definitely be listening to the stwd conference call and probably the nrz one as well. there is an article about farmland in this weeks barrons. i continue to hold BWEL and a brief write up on ALLY. they seem to think their interest margins will decline but I dont see why. its not like they wont raise their car loan rates. and they should do more car loans as more new cars become available for purchase.

I have been wrong on BABA in terms of share price for many months now. yet this panic over delisting seems just crazy to me. there are lots of great companies that dont trade in the usa. . some analysts are saying that aws is worth the entire market cap of amazon which is around $1.3 trillion. BABA has more dominant share of the china market than aws has of the us market though its revenues from cloud at 1/10th that of aws. Still i think its a fair assumption that BABA will grow their cloud revenues by 40% per annum over the next 4 years so in 4 years
baba cloud revenues should be over 1/3 of what amazon revenues are now ascribing a similar valuation based on revenue would put the market cap of just the baba cloud business alone at over $400 billion!

I would be very excited to see baba spin off this business into a separate listing. I remain a very long term holder of baba and softbank.
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