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Braden Dennis
@BradoCapital 2 years ago 172 views

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Conner Walden
@conner_walden

@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 🤷🏼‍♂️

Frank Taber
@frankinvesting

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 …

2/

They estimate the China cloud market size in 2025 to be $154B which is a 37% CAGR.

If $BABA maintain ~30% market share that will be $46B in revenues from the cloud business in FY25. Over 4x the current revenue for Alibaba cloud.

3/

Western cloud businesses like AWS and Azure are valued at ~15x sales or more by most analysts.

An equivalent multiple to $BABA cloud in 2025 would give a value of $693b which is over double the current market cap for Alibaba.

4/

If we put a 50% discount on the cloud business in FY25 for regulatory concerns and use a 7x sales multiple .. we still get to the current market cap in value.

Cloud is only ~9% of LTM revenues for $BABA, yet the FY25 value of cloud is potentially equal to the market cap.

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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.

Investing with Tom
@TomInvesting

Charlie Munger almost doubles his $BABA position in Q4!

On the back of an 82% add last quarter too

Jernej Bergoc
@jernej_bergoc

@MadConX There seems to be a lot of short-term pain coming $BABA's way: lower consumption due to the lock-downs, another wave of regulation in the fintech sphere, cloud as a matter of national security and an increased focus on state-owned cloud providers.

Decreased growth and margins have likely led to multiple contraction. Furthermore, in a developing market like China, stocks tend to be highly volatile. Then there's the "China image" problem in the eyes of a western investor.

But *despite* all these headwinds, $BABA has been increasing it's free cash flow, has been quickly adapting to the changing regulatory environment and - my favorite - has a spawner's mentality.

Shirt-term trends look bad and some threats will stay long-term (CCP, the image, competition). The environment has been and will be challenging.

Yet $BABA is adapting and compounding. This says a lot about the culture they have and it makes me really confident about the future.

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Brian Cates
@drawandstrike

A lot of people don't understand that Trump & his incoming team didn't face a normal transition period, like it was over a in a matter of a few weeks or months.

The DOJ transition period JUST ENDED when Sessions left. Almost 2 exact years to get it there.

Pompeo at the CIA took over a year before he was done and ready to shift over to the State Department.

All kinds of stuff has been going on behind the scenes nobody leaks or talks about.

We only had the barest mention of the fact the Clinton Email investigation restarted

Nobody leaked in a year that Huber was deep diving into the Clinton Foundation.
Keep that in mind as all the usual suspects continue to INSIST nothing is happening/going to happen.

Kirsti Miller
@KirstiMiller30

@FionaPearman @ScottMorrisonMP Morrison is our statue of unempathic neoliberalism - erected by evangelical and corporate Australia to celebrate their victory over compassion, equality and secular humanism.

Hopefully it gets pulled down like the statues of dubious heroes of oppression from an earlier age.

@ScottMorrisonMP The two-party-preferred system in
Australia politics isn’t working for people, and it sure isn’t working for the planet.

@ScottMorrisonMP My collapse of faith in our democracies isn’t an accident. It’s one of the central victories of the neoliberal project, delivered through two generations of privatisation, outsourcing and deregulation, underfunding of government services (locked in by tax cuts),...

@ScottMorrisonMP restricting freedom of information, targeting whistleblowers and raiding the media who report on them, delegitimising and gagging public interest advocacy, and criminalising protest.

@ScottMorrisonMP Politics in Australia today relies hugely on the fact that most people don’t know most of what’s going on so as to get away with stuff that couldn’t be done under real scrutiny we have seen a clear example of this with the National Coronvirus Cabinet.

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TWABMPTLPAFA
@SeekerIIIII

Act of 1871
This is Long but it will end with a BOOM

With no constitutional authority to do so, Congress created a separate form of government for the District of Columbia, a ten-mile square parcel of land (see, Acts of the Forty-first Congress,”

Section 34, Session III, chapters 61 and 62).
The act — passed when the country was weakened and financially depleted in the aftermath of the Civil War — was a strategic move by foreign interests (international bankers) who were intent upon gaining a stranglehold on the coffers

and neck of America.
Congress cut a deal with the international bankers (specifically Rothschilds of London) to incur a DEBT to said bankers. Because the bankers were not about to lend money to a floundering nation without serious stipulations, they devised a way to get their

foot in the door of the United States.
The Act of 1871 formed a corporation called THE UNITED STATES. The corporation, OWNED by foreign interests, moved in and shoved the original Constitution into a dustbin.

With the Act of 1871, the organic Constitution was defaced — in effect vandalized and sabotage — when the title was capitalized and the word “for” was changed to “of” in the title.

$James \u270c\ufe0f$

James ✌️
@jamesg_oca

Starting a startup is hard. This thread will contain some key advice I think are particularly noteworthy:

1. “If you’re not embarrassed by the first version of your product, you’ve launched too late.” - @paulg The first version of my product was not great, but hey, it worked.

2. Don't build in a vacuum. You should build your product out in the open for the world to see. You will gain valuable feedback from users if you build publicly, and provide insights which ensure you are building a product users truly want. cc @rrhoover @sama

3. As a young founder, a massive weakness is age and the lack of credibility. Developing partnerships, trying to acquire customers. etc have all taken so much longer. In fact, when I mentioned my age, a few investors just walked away. cc @Jason

4. Work on what makes you feel excited. Working on something that you don't believe in will cause you to make rash product decisions, resulting in loss of user loyalty. @fredwilson

5. Take care of yourself. While doing the occasional code sprint can be incredibly useful, working 24/7 and disregarding your health just to build a great product is not a wise choice.

TWABMPTLPAFA
@SeekerIIIII

Act of 1871
This is Long but it will end with a BOOM

With no constitutional authority to do so, Congress created a separate form of government for the District of Columbia, a ten-mile square parcel of land (see, Acts of the Forty-first Congress,”

Section 34, Session III, chapters 61 and 62).
The act — passed when the country was weakened and financially depleted in the aftermath of the Civil War — was a strategic move by foreign interests (international bankers) who were intent upon gaining a stranglehold on the coffers

and neck of America.
Congress cut a deal with the international bankers (specifically Rothschilds of London) to incur a DEBT to said bankers. Because the bankers were not about to lend money to a floundering nation without serious stipulations, they devised a way to get their

foot in the door of the United States.
The Act of 1871 formed a corporation called THE UNITED STATES. The corporation, OWNED by foreign interests, moved in and shoved the original Constitution into a dustbin.

With the Act of 1871, the organic Constitution was defaced — in effect vandalized and sabotage — when the title was capitalized and the word “for” was changed to “of” in the title.