Compounding Girl

MY TOP 10 STOCKS FOR 2025 🧵 And my price target for each! 1) $BABA – Alibaba Group Everyone knows that I’m a BABA bull Undervalued at less than 10x cash flows + actively buying back shares + AI & Cloud upside + government stimulus My price target: $230 (+169%)

Alibaba changing its name to AI baba? $BABA

@ConvexDispatch @nataninvesting I agree with them!

@nataninvesting and @CompoundinGirl would be awesome to hear your take!

@EVPR34895 I’m retarded so it makes sense

@CompoundinGirl did you miss the collapse in profit? investing in China e-commerce is retarded

Alibaba AI + Cloud growing fast $BABA is a rocket 🚀

@Dagdag54285474 I don't trade, I invest

@CompoundinGirl -4,5 strange rocket btw lol

$BABA AI ROCKET LAUNCHED

Look at those $BABA growth rates

Sounds bullish $BABA?

When buying $BABA you get the e-commerce business + a massive free call option on the AI business?

@Laszlo24997955 As explained in the article, they switched auditors from mainland China to HK, which is a very good sign

@CompoundinGirl Will it be listed in HK?

In this article Michael Burry argues that the main issue with $PDD is lack of transparency, which could improve following a Hong Kong listing I fully agree with him but I also know that it’s the reason I can buy a great large cap tech company at 7x EBIT

Michael Burry liked and replied to my $PDD post, I can now die

@michaeljburry Appreciate the reply Michael. Huge fan of your work. When the 10-Ks are murky, I've started leaning into alt data. I've always admired your ability to find truth outside the financial statements

@CompoundinGirl Thank you for reading the article. It's been one of my worst-performing articles on several metrics. Likely because HK is so out of favor.

@BRK_Student Or at some point they will need to distribute it to investors as a dividend as they have become too big for their own good I believe. What Buffett has built is a masterpiece, but might not be the most efficient size for the future

@CompoundinGirl I think it comes down to the opportunity cost of that capital. Tomorrow may bring a deeper discount on BRK shares, public equities, or whole businesses. The other problem is volume. Even buying heavily, like a few years ago, they could only get $25bn out the door per year.

Honest question: I understand Buffett’s principle that buybacks should only happen when the stock trades below intrinsic value But when you’re sitting on such a massive cash pile, isn’t buying back shares still attractive? The implied cash-flow yield of $BRK is higher than government bond yields It’s been a long time since Berkshire found an “elephant-sized” acquisition What if the best capital allocation move today were simply buying $300bn of its own stock?

@investwithwes1 @5280Theta @michaeljburry Yes but that's also why you can buy it at 6-7x EBIT Not sure I would prefer to buy it at 15x in exchange of more tranparency

@5280Theta @CompoundinGirl @michaeljburry It's undervalued but the lack of transparency with their financial makes it hard to invest in

$PDD significantly undervalued?

Without saying anything, how long have you been playing video games?

Qué pasa $NIO?

Bill Ackman is clearly one of the great investors of our time. His analytical rigor, willingness to take concentrated positions, and ability to think independently have produced some remarkable investments over the years. In another universe, he could have been a “Baby Buffett.” But there is one structural difference that prevents that path: fees. If your goal is to compound capital for 30, 40, or 50 years and truly do what is best for your investors, it becomes extremely difficult to operate within a traditional fee structure. This is not really about the amount of the fees themselves. It is about the relationship they create. Once a manager charges management and performance fees, the incentives inevitably shift. Asset gathering becomes rational. Shorter time horizons creep in. Drawdown sensitivity increases. There is pressure to justify activity, to market performance, to manage optics. Even if the manager has the best intentions, the structure introduces friction between what is optimal for the investor and what is optimal for the firm. The beauty of Buffett’s model is that it removed this friction. His wealth compounds alongside his shareholders. No management fees. No incentive fees. Just long-term ownership. When the manager and the investors are effectively partners, the time horizon can stretch to decades and the decision-making becomes radically simpler. That alignment is incredibly rare, and it is one of the reasons Berkshire Hathaway is so unique. Ackman is an exceptional investor. But the structure matters as much as the skill. @BillAckman please convince me otherwise. His positions: $BN $UBER $AMZN $GOOG $META $HHH $QSR $CMG $HLT $HTZ $SEG $FNMA $FMCC