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r/baba
Why would you want BABA over MSFT when they're at similar P/E's now?
Investor summaryBearish
Author questions BABA's investment thesis over MSFT as their P/E ratios converge, noting MSFT's price drop to late 2023 levels.
Bear points
- The original thesis of BABA having a significantly cheaper P/E compared to other cloud companies is no longer valid as it is now similar to MSFT.
Post body
Why would you want BABA over MSFT when they're at similar P/E's now?
MSFT is back at November 2023 price levels now
My thesis for buying Baba before was because of the cheap P/E vs. the other cloud companies
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