Can Alibaba Survive the Control CCP? Part 1 | Value Investor Chatter | #153
Description
In this episode, we're going to talk about Alibaba. It's a big company, and most of you guys probably know what it is. We're going to do a deep dive into that company today. The short of it is they're basically like the Amazon of China. They operate multiple businesses that sell eCommerce in China, Southeast Asia, and Turkey. They also have a cloud business, just like Amazon's cloud services, that supplies infrastructure for their own business and anybody who wants to be on their network. And they're expanding into other areas like food delivery and entertainment.
Episode Outline:
(00:00 ) Introduction
(01:23 )What is Alibaba?
(03:05 )Alibaba's Competitive Advantages
(06:12 ) Alibaba's Revenue
(09:00 ) Alibaba's Long-Term Prospect
(10:46 ) Alibaba's Cloud Business
(13:04 ) Alibaba is now under the control of the Chinese Government
(13:47 ) Alibaba's Founder: Jack Ma
(16:32 ) Read Annual Report
(17:36 ) Conclusion
Value Investor Chatter
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