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Strategies & Market Trends : Value Investing

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To: petal who wrote (66706)2/28/2021 5:14:13 AM
From: Madharry  Read Replies (2) of 78765
 
there are a couple of recent articles on seeking alpha regarding baba I think you should read. if a company sells for 25 times earning but grows at 25% .annually what happens to the pe ratio in two years? in four years? I dont think book value is very relevant here but yes moats and earning growth are. so do i think baba is worth 25 times earnings ? yes i do very much so. Think how much information Baba has access to regarding consumer and producers on ther website. These guys are smart and I am sure they are working on ways to monetize that information just like google and facebook. I suspect that if you average in to baba over the next five years you will be happy you did after ten years have gone by.
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