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Strategies & Market Trends : Value Investing

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Jurgis Bekepuris

To: Madharry who wrote (66707)	2/28/2021 4:44:42 PM
From: Spekulatius	2 Recommendations Read Replies (3) of 78764

Actually BABA sells for ~22x 2021 earnings estimates and it is still growing almost 30%. If you believe these numbers, it is the cheapest large cap growth stock there is. You can’t really reverse engineer BABA because it is really a conglomerate. There are those who state that you can trust the numbers with Chinese cos, but my counterargument is that BABA has grown to a huge size with an enormous growth rate (30-40%) and comparatively little dilution and without outside funding? If BABA were not hugely profitable, how is this even possible? You can make the same argument for AMZN. By the way - for get accounting profits. If a company can grow at a rapid clip without much external funding, it just had to be hugely profitable, whether it shows accounting profits or not. By the way, I think AMZN is a relative bargain right now as well and I bought a few shares around $3060. If this correction persists, I am going to add to my BABA shares as well.

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