BABA
⚠️ Alibaba is described as a wonderful business in an incorrect stock market.
📉 The speaker notes that uncertainty from the Chinese government affects institutional investors’ interest in the stock.
⏱️ The potential cost of opportunity from holding Alibaba is highlighted as a concern.
🩸 The speaker advises having the composure to cut losses and reallocate capital to other opportunities.
@InvertirdesdeCero:
“What I would tell you is that you bought a wonderful business in an incorrect stock market. I was an investor in Alibaba a few years ago, and I ended up selling because I realized that enormous cost of opportunity that I was going to experience. If I have that uncertainty, the institutional investors also have it, and therefore, one of the most overwhelming ways for a company to get in price is the entry of capital from institutional investors. If the institutional investors do not invest, you are going to see a company that can be wonderful, but that does not have demand for its shares.”
Watch the exact part of the video where Fernando talks about Alibaba here:
View the video on YouTube.
Read more articles by the world’s top 100 analysts on Alibaba (BABA) at the following link. BABA stock.
