Alibaba

[manimal]

I work in China sbout 1/2 the time. Alibaba is the dominant ecommerce company in China without any doubt. I bought shares today. Google and Facebook and other US companies have similar control structures.

Michael

this

I dont work in china but I and my financial guy see them as too big to fail for the chinese economy. They are subsidized by the government and gets a blank check anytime they come up against a competitor or regulation they dont like.


they will eventually plateau but not anytime soon. As the Chinese economy goes goes this company.

 

[NoTine42]

I've run across it while searching for obscure items that even ebay does not seem to have listed, but most of the time you need to order many. It seems like it's more of a high output supplier than a retail site for the average joe.

I've seen them on search results over the years, too. I figured any Chineese made prosuct on Amazon was sourced through Alibaba.

 

[T9D]

I hope it takes off more. I can't tell you how many times I come across some awesome bulk products I'd like to buy. But damn I hated their website and layout. It looked sketchy too. One thing I like is that is seems to put you straight into contact with the manufacturer and supplier, Cutting out the middle men. But you have to buy bulk. Like I can just buy straight from the granite mine, or buy 1000 trees from a bulk nursery for cheap. Buy toilets right out of the factory. If they set it up so the website flows better like amazon this could be a game changer in ways. I'd definitely be interested in the stock.

 

[ponyo]

Originally Posted by dmcowen674
Interesting tidbit is the clause that the Government of China could pull all of Alibaba's money in a heartbeat.

A lot of people would lose a lot of money in an instant including a lot of Americans.

I am reasonably sure China will pull this money out from them at some point.

It's just the thing human nature has to do.




What does all this shilling have to do with what I said that China could pull the money out in an instant?

Because I just described why people like myself are choosing to ignore the Chinese govt, company ownership structure, and possible financial fraud risks to trade/invest in the company shares. Because the growth is so impressive. Wall St and investors have always paid a premium for growth companies. risk/reward.

 

[ponyo]

You sound like a shill for this Alibaba stock.

You disclosed you did in fact buy some but are you being paid to shill for this Company?

I own shares so of course I'm going to talk my book. I'm not being paid by the company but I'm open to offers. :hmm:

 

[us3rnotfound]

I thought that usually after the initial excitement of the IPO is through, the stock usually swings lower as many sell at a profit. At that point it would be great to get in.

Edit: But then, many are thinking that is the speculative case, so they will short the stock to make money off its declining pps, then cover and go long.

Then, many are thinking that second case is the real case, so buy more and more shares to spark a short squeeze.

And on and on forever. Like looking in a mirror that is facing a mirror.

I don't know anything about stocks

 

[WaTaGuMp]

Are a lot of people in China pissed because they buy foreign goods from the USA to sell? :biggrin:

 

[dmcowen674]

I work in China sbout 1/2 the time. Alibaba is the dominant ecommerce company in China without any doubt. I bought shares today.

Google and Facebook and other US companies have similar control structures.

Michael

Google and Facebook can have the U.S. Government take all of their money in an instant???

 

[maxi007]

alibaba planned for joint venture with snapdeal in india.

 

[Dari]

Interesting player in this mix is Yahoo. Yahoo owns nice chunk of Alibaba through their $1 billion investment in the company about a decade ago. Yahoo's current marketcap is only slightly more than their holding in Alibaba. It basically means Yahoo the company is valued at pretty much nothing by the market. Pretty amazing. Yahoo's price will now probably follow Alibaba stock performance.

It just means that Yahoo is undervalued.

 

[sdifox]

Alibaba.com is a tiny part of the company.

 

[brianmanahan]

As much as I am the Most Hated person on the Internet that happens even to those that hate me most. Ironing is a beautiful thing.

do you have stock holdings in a 401k? now THAT would be ironing, because it would make you a stakeholder/accomplice/shill in these companies that you hate so much.

 

[Michael]

You need to know their different products. Individuals are more likely to use Taobao and T-Mall (I use them all the time). Alibaba itself is a wholesale service, not really meant for consumers.

They are absolutely huge and dominant in China to a degree that is hard to explain if you don't see and experience it live every day.

Michael

 

[zanejohnson]

NEATO!

i can buy a metric TON of mandarin oranges for 580 usd


this ipo is going places. do you understand?

 

[Jeff7]

I've run across it while searching for obscure items that even ebay does not seem to have listed, but most of the time you need to order many. It seems like it's more of a high output supplier than a retail site for the average joe.

My primary manner of typing "alibaba" has been in this manner:


-site:alibaba.com



"Oh nice, lots of results.
....oh, they're all useless.
'-site:alibaba.com'
There we go!"

 

[John Connor]

I can't buy shit from them since it's wholesale only. Who the hell wants over 500 two-way radios? LMAO! If you bought stock congrats. If I had the money I would have too. Now wait a month and sell the shit. LOL

 

[Red Squirrel]

I can't buy shit from them since it's wholesale only. Who the hell wants over 500 two-way radios? LMAO! If you bought stock congrats. If I had the money I would have too. Now wait a month and sell the shit. LOL

Yeah was looking for telco rectifiers. I can get them for cheap if I want like 50kw worth of em. :biggrin:

Mind you some items you can buy just 1 if you look hard enough, but then some don't even show the price. They definitly need to improve their site so you can filter that stuff out.

I don't want to see results where there's no price, and I don't want to see results where I have to buy 2,000 of them. :biggrin:

 

[John Connor]

I'm wanting these certain radios and I have to send an inquiry. PITA!

 

[Lonyo]

Hong Kong stock exchange refused to list it due to its corporate structure. Not good enough for it's own country's stock exchange, but NYSE will take it

All exchanges have listing rules. It just so happens that the US listing rules are less shareholder focused than HK.
It's not about whether the company is good enough, but whether the stock exchange lets the company do what it wants. In this case, HK wouldn't budge over voting requirements, while the NYSE doesn't give a crap.

HK = 1 share, 1 vote.
NYSE = do whatever the hell you want, we don't care if you issue shares with 0 voting power.

http://www.bloombergview.com/articles/2014-03-21/what-alibaba-should-know-about-one-share-one-vote

Other companies to offer non-voting shares include...
Google
Berkshire Hathaway

Neither of those companies would be "good enough" for the HK stock exchange either.

 

[JEDIYoda]

so lets see...
all the big players including Yahoo and Google all invested in Alibaba stock today.....

Is this the same dmcowen674 that predicted gas prices......

You would have to be a complete idiot to agree with this person.....

I also invested in stock with this company and promptly sold for a huge profit.....

 

[Dari]

All exchanges have listing rules. It just so happens that the US listing rules are less shareholder focused than HK.
It's not about whether the company is good enough, but whether the stock exchange lets the company do what it wants. In this case, HK wouldn't budge over voting requirements, while the NYSE doesn't give a crap.

HK = 1 share, 1 vote.
NYSE = do whatever the hell you want, we don't care if you issue shares with 0 voting power.

http://www.bloombergview.com/articles/2014-03-21/what-alibaba-should-know-about-one-share-one-vote

Other companies to offer non-voting shares include...
Google
Berkshire Hathaway

Neither of those companies would be "good enough" for the HK stock exchange either.

As I mentioned earlier, there were other problems.

 

[UncleWai]

Alibaba's core business is a cash cow (taobao, ali-whatever), but this company doesn't really need that much capital. Give a greedy Chinese company money to invest, they are going to do stupid shit.

 

[Argo]

Google and Facebook can have the U.S. Government take all of their money in an instant???

Unclear at the moment, but the U.S. Government is working on it.

 

[JMapleton]

It's insane how most of you have never heard of Alibaba or it's sister site Taobao. Taobao is the Amazon of China. China is the next superpower. Put two and two together.

This company is run phenomenally well by a modern genius, Jack Ma. I do not give investment advice, but Alibaba is going to be around for a long time.

 

[Miramonti]

I'm wondering if I order from them, if they'd ship to my home or if I would need to haul it away from the container ship.