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Strategies & Market Trends : Value Investing

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To: Madharry who wrote (75464)	8/16/2024 12:35:20 AM
From: Paul Senior	Read Replies (1) of 78465

BABA. Not a good quarter for BABA, but stock holding steady. I see M. Burry increased its position in his fund to 21%. Stock looks somewhat undervalued to me, especially if cash is stripped out. I continue to be a retail shopper there and maintain a very small stock position. Shipping charges have greatly increased in past year or so with expiration of US law/agreement that permitted almost no shipping charges between US and China. A benefit of that change is that shipping from China seems to be faster now. BABA still can't target me correctly: I get adds for female stuff and small electronics for which I've never had an interest or placed an order. I like that there a dividend -- 2.5% yield -- so the company can and is willing to pay something to (foreign) stakeholders. I noticed M. Burry now reports he increased his position to 21% of his public portfolio. I'm definitely not that enthused about the company or stock. finance.yahoo.com

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