Alibaba's Earnings: Strategic Implications

Investor summaryBullish

Author shares a Substack link reviewing Alibaba's earnings, noting BABA is a ~50% portfolio position.

Bull points

Author holds a massive ~50% portfolio position in BABA, indicating strong personal conviction.

BABA财报季

Post body

Greetings 🤠🍋

My Alibaba earnings review is out now! For context this is my personal Substack where I have tracked my portfolio for the past 3 years. BABA is currently a \~50% position.

All feedback is welcomed. Enjoy the free preview.

Lemon out

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