Paint Dry Capital

@lloydjamesross The usual

$BABA 🔥 Dominating cloud growth in China (36%) and widening market share (32% to 36%) 🔥 Grew top line by double digits across domestic and intentional e-commerce 🔥 Expanding market share in quick commerce and growing at 40%+ (profits by 2029) …….. Stock price falls by 7% 😂

@Roadtriptofire Als de huidige cloud groei aanhoudt dan is cloud over 4 jaar meer dan 40% van de totale omzet. Zou niet verkeerd zijn

$BABA earnings zijn uit. Ik snap investeringen in Cloud maar "quick commerce" en Food delivery toch minder. Wel mooie Cloud Groei, maar dat is wel nog maar 10% van hun omzet. De FCF stort in en dat houd dan weer risico in voor buybacks en het dividend. Cloud investeringen snap ik maar de vraag is gaan die investeringen in Quick Commerce en Food Delivery ook echt wat opbrengen? Dat lijkt mij toch eerder low-margin business. Straks eens luisteren naar de earnings call, maar het lijkt mij dat aandeelhouders dit toch niet zo leuk zullen vinden.

Alibaba estimating for $100 billion in cloud and AI revenue in 5 years is a conservative target. Their drop in net income, being largely attributed to various investments, will have a whiplash effect. Alibaba is going after users. They will own attention the same way Tencent built out WeChat. $BABA is China’s poster child of innovation.

Maybe AI isn’t in the stock yet. But neither is the rest of the non-ecommerce ecosystem: Ant, cloud, Cainiao, media, local services and brokerage optionality that could resemble a Robinhood or Asian Interactive Brokers over time. $BABA

@ZackStrength Good game

The only wealth in this world is children; more than all the money, power on earth, you are my treasure.

25 march $PDD reports earnings

@Jimbosl75206881 @lloydjamesross Sure, but intrinsic value is growing rapidly

@lloydjamesross @Informatio90948 $baba will not reach intrinsic value until that is a long term agreement between #USA and #China Bottom line !

$BABA Hard to ignore: Alibaba looks like a future multi-trillion-dollar company

Good advice, hard though

Keeps getting better

Bullish $BABA

@dyz_ob Chinese Robinhood?

$BABA : Market Chatter: Alibaba Affiliate Ant Group Close to Completing Acquisition of Hong Kong Brokerage

3️⃣ days 2️⃣ key drivers 1️⃣ big question On March 19, Alibaba Group reports earnings. 2 drivers that matter: • Cloud + AI growth • China consumer demand 1 question the market wants answered: 👉 Is Alibaba Cloud re-accelerating? This print could move sentiment around China

@TraderNorway No guts no glory

Is the paint dry yet?

@realestatedude0 Ask and bid. Do as client says, right

Clients wants me to submit 200k below asking. 2 weeks on market. 🤦🏽‍♂️🤦🏽‍♂️

@TheWiseIC Holding the bag here

$GSY.TO management should be investigated. An utter shame and a joke. I dumped my shares a while back.

@realEstateTrent Honestly, someone could learn more about real estate investing from your tweets than from most real estate books. If you ever turn all your tweets into a book like your dad’s autobiography, I’d buy it.

In 2011, the co-founder of an app many of you use daily was interested in investing with us. So we set up a time to meet in Palo Alto. I told him about our strategy, my experience, and how we go about adding value. At the conclusion of the meeting he asked if there was a book he could read over the weekend that would teach him how to invest in strip malls. I told him there was not. He then proceeded to ask the investor who connected us why they even need me in the first place. Basically: “Can’t we just do what he’s doing ourselves?”

@warobusiness @TheoBuysStocks Succes met de factuur

Heb mijn fiscalist opdracht gegeven om naar andere oplossingen inclusief buitenlandse oplossingen te kijken. Deze wispelturig overheid is niet te vertrouwen