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r/babar/baba· u/Necessary_Run_9610· 29d agoDue Diligence 3

GAAP profit

Investor summaryBullish

BABA holds stakes in many startups; their IPOs will generate massive, overlooked GAAP profit gains for the company.

Bull points
  • BABA holds significant stakes in numerous startups, acting as a hidden asset.
  • Future IPOs of these portfolio companies will result in massive, unrecognized GAAP profit gains.
  • The market is currently overlooking this potential upside from BABA's investment portfolio.
BABA价值 / 回购
Post body

BABA holds stakes in a ton of startups. When they IPO, BABA books massive gains in GAAP profit. Nobody seems to talk about this.

Thoughts?

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