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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (75981)	8/18/2024 10:39:55 AM
From: Spekulatius	Respond to of 78464

Re BABA - while the earnings look bad on the surface it is clearly that the company gets more competitive. they are sacrificing margins now in their largest segment Taobao, online marketplaces) but also mentioned that they do want to add back some fees later on. The GMV for transaction has increased by 8% 8n market places which is good given the Tate of the Chinese consumer and a leading indicator. they are also shedding employees, buying back more stock and also changing SBC in cash awards which imo shows management thinks more like an owner. I am holding my few shares and think if I get clearer evidence of the topline acceleration without the stock acting too much, I will add more.