BC BABA

Conner Walden
@conner_walden 4 years, 9 months ago 643 views

$BABA will be $400 by 2024 EOY…$150s is an absolute steal if you’ve got the intelligence & guts to go against the crowd that knows next to nothing about it 🤷🏼‍♂️

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@Brucebb2018 @CrumbyDustin @conner_walden There is a possibility they are trying to remove the big Chinese stocks from the exchange.

Lillian Li
@lillianmli

"By creating the concept that data is a factor of production, China Inc. has formalised and legislated the stance that data itself is valuable rather than the algorithms it helps train.

The Chinese leadership has subtly but deftly implied that data's value to a nation is underpriced and currently subjected to market distortions."

I think China's making money moves in the area of data. Read about it

joshua tai
@JoshuaTai0427

$JD Health and $BABA AliHealth

$JD Health and $BABA Ali Health are $JD and $BABA's newest competition ground and the two biggest online medical platforms in China . Here is a thread on the things you need to know for $JD health and $Ali health.

Let’s get started! 👇👇

1. Problem
China have MANY medical problems. These include: poor structure of the Chinese medical system, inadequate/unequal resources, long waiting time, expensive medical services, sub-par medical quality and insufficient or unskilled medical staff.

2. Long waiting time
It is very inconvenient to visit a doctor in China unless you go to expensive private ones. There is not a clear distinction between a GP and a specialist, causing many elderlies, to crowd the hospital even when they only have a small medical issue.

2.1 A typical hospital visit in China may take up to 2-3 hours, half a day, or even a full day. You can basically image a Chinese hospital is like your favorite next door grocery stores constantly at 120%-200% capacity.

3. Medical Expenditure
Although the Chinese medical system has been improving, it is still unorganised and inefficient, causing medical services/medicine to be ‘expensive’, especially to low-income earners in China. Medical service is more expensive in China than the US % wise.

Lyall Taylor
@LT3000Lyall

BABA:

*Slowing revenue growth/maturing e-com pen; rising competition and falling market share.
*40% decline in core profitability in 3Q21.
*Run-rate core P/E probably about 40x post SBC with further significant declines possible.
*Regulatory risks/headwinds.
*Still over-owned.

I've been arguing for a while now people have been using inappropriately low forward P/E multiples for BABA, often arguing it's on <20x 2021, excluding substantial SBC and failing to account the earnings risks & reasons why the stock has been going down in the first place.

Enrico La Quatra
@EnricoLaQuatra

On the 19th Sept. 2014 $BABA opened at 92.70$ at the NYSE. Today it has 35.8x the revenue and 35.6x the net income.

The stock was lower yesterday at 90.82$

Sometimes the stock market is widely irrational.

Ofc I don't know for sure but this can be the home run bet for Charlie.

1/OK, data mystery time.

This New York Times feature shows China with a Gini Index of less than 30, which would make it more equal than Canada, France, or the Netherlands. https://t.co/g3Sv6DZTDE

That's weird. Income inequality in China is legendary.

Let's check this number.

2/The New York Times cites the World Bank's recent report, "Fair Progress? Economic Mobility across Generations Around the World".

The report is available here:

3/The World Bank report has a graph in which it appears to show the same value for China's Gini - under 0.3.

The graph cites the World Development Indicators as its source for the income inequality data.

4/The World Development Indicators are available at the World Bank's website.

Here's the Gini index: https://t.co/MvylQzpX6A

It looks as if the latest estimate for China's Gini is 42.2.

That estimate is from 2012.

5/A Gini of 42.2 would put China in the same neighborhood as the U.S., whose Gini was estimated at 41 in 2013.

I can't find the <30 number anywhere. The only other estimate in the tables for China is from 2008, when it was estimated at 42.8.

Patrick Chovanec
@prchovanec

I'm going to do two history threads on Ethiopia, one on its ancient history, one on its modern story (1800 to today). 🇪🇹

I'll begin with the ancient history ... and it goes way back. Because modern humans - and before that, the ancestors of humans - almost certainly originated in Ethiopia. 🇪🇹 (sub-thread):

The famous \u201cLucy\u201d, an early ancestor of modern humans (Australopithecus) that lived 3.2 million years ago, and was discovered in 1974 in Ethiopia, displayed in the national museum in Addis Ababa \U0001f1ea\U0001f1f9 pic.twitter.com/N3oWqk1SW2
— Patrick Chovanec (@prchovanec) November 9, 2018

The first likely historical reference to Ethiopia is ancient Egyptian records of trade expeditions to the "Land of Punt" in search of gold, ebony, ivory, incense, and wild animals, starting in c 2500 BC 🇪🇹

Ethiopians themselves believe that the Queen of Sheba, who visited Israel's King Solomon in the Bible (c 950 BC), came from Ethiopia (not Yemen, as others believe). Here she is meeting Solomon in a stain-glassed window in Addis Ababa's Holy Trinity Church. 🇪🇹

References to the Queen of Sheba are everywhere in Ethiopia. The national airline's frequent flier miles are even called "ShebaMiles". 🇪🇹

Emma Hilton
@FondOfBeetles

This is Kuinini ‘Nini’ Manumua, the woman who was ultimately displaced by inclusion of Laurel Hubbard.

She’s 21, and it would have been her first Olympics.

Bharadwaj
@BharadwajSpeaks

Today is Jayanti of Ahilyabai Holkar

She was a widow who became Malwa's greatest queen. Defended our country & personally led armies into battle.Never plundered anyone. Developed Malwa into a prosperous kingdom. Rebuilt temples destroyed by Mughals. Built Dharmashalas at Tirthas

Unfortunately, her memory has been blemished by inaccurate representations in modern popular media.

The serial "Punyashlok Ahilyabai" depicts her as ultra secularist feminazi icon who questions Hindu rituals & Pandits while patronising Sufis.

This is far from historical truth!

Ahilyabai was born on May 31 1725 to Patil Mankoji Shinde.

She was from Dhangar clan(classified as OBC today). While Dhangars were traditionally into herding, they took up arms & held several military /civil roles in various eras of history(especially during Maratha resurgence)

In 1737, when she was 12, Ahilyabai Holkar was married to Khanderao , son of Subedar Malhar Rao Holkar.

By the time she was married, fortunes of Holkar family had already waxed.

Malhar Rao was a Subedar of territory comprising 30 Parganas yielding a revenue of at least 7 Lakh

In 1741, when Ahilyabai was newly married, her father -in-law Malhar Rao Built Indore palace & ordered the kanungo to populate the settlement with a promise of protection to traders.

This began rise of Indore from its background as modest trading town Indrapuri to a great city

James Clear
@JamesClear

My top 10 tweets of the year

A thread 👇

https://t.co/xj4js6shhy

Entrepreneur\u2019s mind.
Athlete\u2019s body.
Artist\u2019s soul.
— James Clear (@JamesClear) August 22, 2020

https://t.co/b81zoW6u1d

When you choose who to follow on Twitter, you are choosing your future thoughts.
— James Clear (@JamesClear) October 3, 2020

https://t.co/1147it02zs

Working on a problem reduces the fear of it.

It\u2019s hard to fear a problem when you are making progress on it\u2014even if progress is imperfect and slow.

Action relieves anxiety.
— James Clear (@JamesClear) August 30, 2020

https://t.co/A7XCU5fC2m

We often avoid taking action because we think "I need to learn more," but the best way to learn is often by taking action.
— James Clear (@JamesClear) September 23, 2020

$BABA will be $400 by 2024 EOY…$150s is an absolute steal if you’ve got the intelligence & guts to go against the crowd that knows next to nothing about it 🤷🏼‍♂️

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