1100%

r/baba· u/credit_master· 3d agoPositions 0

Baba down more today? Why?

Investor summaryBearish

Regrets buying BABA dips; questions its value vs MSFT given similar PEs, faster MSFT growth, and BABA's geopolitical risks.

Bear points

BABA faces significant geopolitical risks.
MSFT has more consistent and faster revenue and earnings growth than BABA.
BABA lost its valuation advantage as its PE is now similar to MSFT.

BABA MSFT价值 / 回购

Post body

Did I miss any new news? I really regret buying the dips on this at $130. I kept DCAing and I'm down 10%.

I could of stayed out since six months historical trend it's trending down but I got greedy.

Microsoft PE is now similar to Baba too. I first kept buying baba since the PE at 20 is cheaper compared to Microsoft or at 30x. Or google at 30x. And Baba used to have an all time high price double this.

I used to say if baba ever recovers in price I'll get out at brsak even and I waited one year for that to happen. But I still got back in due to addiction for the possible gains.

Would anyone still buy this over Microsoft if PE is similar and what's the reasoning?

Baba feels it has geopolitical risk.

MSFT feels too mature of a market already.

But MSFT revenue and earnings have grown more consistently than baba's and at a faster rate.

Discussion · top comments25 selected

u/Effective_Bobcat_710 9· 3d ago

I gave up and sold all my BABA shares two months ago

u/Book_Justice 9· 3d ago

Baba by its nature is more volatile.

Likely down due to the being black listed, coupled with investors raising cash for Google rights issue and SpaceX IPO

u/Logical-Post-9886 3· 3d ago

They cut cloud price

u/Prestigious_Ad5314 6· 3d ago

Bought BABA nearly 10 yrs ago at $178. Rode the rollercoaster up, down, then up again for about 7 years. Finally sold at around $132. Felt exhausted, like Tom Hanks and Bill Paxton in Apollo 13, after executing the final burn. My considered opinion? China was uninvestible in 2017 and it’s uninvestible now. And it’ll likely not improve when Xi finally attacks Taiwan.

u/br0botic 5· 3d ago

It’s a day that ends in y

u/rum108 4· 3d ago

Bot at the 146s and 130s nice green candles … fucking bag holder now. Mofo

u/Prestigious_Way_738 3· 3d ago

Im selling my entire BABA position today for a big loss. I don't have faith in this company or China. Good luck guys.

u/credit_master 1· 3d ago

What was your entry price?

u/Prestigious_Way_738 1· 3d ago

$130 hbu

u/Dizzy_Assistance2183 2· 3d ago

I'm 150 😭

u/Flight_Early 2· 3d ago

You are the catalyst for the stock dropping. Now I understand. Please sell so it can go finally moon. 😂

u/credit_master 1· 3d ago

So tired seeing everyone in my life making big gains from stocks off I'm stuck in boring beauty bonds so I decided to jump into the markets

u/Fwellimort 2· 3d ago

I mean that's the risk you take not buying a broad index fund like VT.

Single stock is no matter how anyone loves to phrase investing, partly gambling.

u/TonyFMontana 2· 3d ago

Always buy US stocks

u/Awkward-Way1023 2· 3d ago

US Tech Red as well

https://finviz.com/map?t=sec

u/Weikoko 2· 3d ago

Copium

u/Dapper-Emu-8541 1· 3d ago

$BABA is a steal at these price. And it was a great buy at $130 also. One cant time the bottom but the company has some great businesses. Im sitting with a cost of $135 and it doesn’t bother me. I’ll just add more when i get liquidity.

u/Runnjng-1 1· 3d ago

I’m gonna add more soon. I’m betting on the BABA AI play . Expecting to hold long term

u/Important_Photo1777 1· 3d ago

I’m really looking forward for price to drop to around 100 to buy again. Then if it drops to 80-70 like at some point a couple of years ago I’ll buy massively

u/Weikoko 1· 3d ago

Tencent is also up

u/Prestigious_Way_738 1· 1d ago

I did the same

u/Etury173 1· 1d ago

The idea is to grow internationally with the cloud (Malaysia/Indonesia and so on). Moreover, it means more regulation hurdels for buying US chips/equipment or so (not that there is any approval for that).

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