1/

$BABA in their most recent investor presentation reported the China cloud market size in 2020 at $32B of which they have a market share of ~30% which equated to $11B in revenues FY21.

Now here’s where it gets pretty crazy …

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.

$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 🤷🏼‍♂️

$DADA and $JD

$DADA's goal is to empower stores to have the ability to deliver everything to their customers within an hour on-demand. $JD owns 51% of $DADA. Here is a thread on the things you need to know as a $DADA or $JD investor.

Let's get started 👇👇

1. The Chinese E-commerce Market – Growth
The China E-commerce market has grown rapidly over the past decade and is poised to continue to grow for the coming decades.

2. China E-commerce as a % of total sales
Despite strong growth, Chinese E-commerce share has only taken up 24.9% of the total retail sales in consumer goods in 2020. There is still great potential in the coming 5-10 years in Chinese E-commerce.

3. The 3 phrases of E-commerce in China
The first phrase of E-commerce is when products are delivered in days, the second phrase delivered under 24 hours, and the third phrase, ‘on-demand’, products are being delivered within an hour. China is currently entering the third phase.

4. On-Demand Delivery Orders
China has experienced rapid growth in total on-demand delivery orders over the past couple years. As of 2019, there are more than 18 billion total on-demand orders delivered, a growth of 36.93%.

@Rosanna_Trades I had $BIDU at $185 as a trade during the Archegos blow up & sold a couple days later near $220~

I’ve heard good things about $JD but not as informed on it at the moment & near fully invested so not much to throw into a new position 🤷🏼‍♂️

The article is from April 2021, but it shows how $BABA is sharing their economies of scale benefits with customers (merchants) and sellers.
Why wouldn't a shareholder be happier and happier when Alibaba is pleasing everyone in the

"Alibaba CEO Daniel Zhang said in a call with investors this week that ongoing technological improvements and upgrades have enabled the company to expand its portfolio of sophisticated services, offering them for free or at lower costs than before to merchants and partners."

Through these decisions, $BABA is leveraging its scale to bring efficiency and lower costs for merchants and sellers, which in return will bring more sellers/merchants and buyers. Also, Alibaba is giving up profits today for longer period of profits in the future.