Stock Deep Dive: The Amazon Of China

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It's time for another GRIT Monthly Stock Deep Dive! You get 3+ stock deep dives monthly as a GRIT VIP, so watch for those! 🧐

Two famous investors have been buying this stock up: David Tepper and Michael Burry. You probably know Michael Burry, who made the famous big short trade of 2008.

Have you heard of David Tepper? If you haven't, he is considered one of the greatest investors ever and has a net worth of ~$20 billion. He is also one of our favorite investors.

In the 1980s, Tepper led Goldman Sachs through economic hardship. He was their best trader and focused on distressed debt, specifically bankruptcies. He made Goldman Sachs an absolute killing.

Tepper was expecting to get a promotion, but his boss gave it to someone else, and Tepper was let go from his job due to his arrogant personality. 

Soon after, he started his hedge fund and became a billionaire... in less than ten years.

The stock we are covering today has been on our radar for quite some time because we believe it's currently undervalued. What is even more intriguing is that Tepper invests in it.

This stock has been down this year because of the macroeconomic conditions in China. However, the company continues to make significant moves and innovate. Once China bounces back, we expect that this stock will soon follow suit.

Did I mention that the late Charlie Munger liked this stock?  Here’s what we’re reviewing today: 👇

Stock Deep Dive: Alibaba (BABA-US, $201.2B MCAP)

• Overview 👉 What Does Alibaba Do?

• By The Numbers👉 Key Metrics

• Growth 👉 Who Are They?

• Leadership👉 Who Are They?

• Risks 👉 Potential Pitfalls

Overview 👉 What Does Alibaba Do?

Alibaba is a giant in the e-commerce and technology sectors, significantly impacting China and globally. Founded in 1999 by Jack Ma, Alibaba started as an online marketplace and has grown into a massive ecosystem that includes e-commerce, cloud computing, digital media, and logistics.

At the heart of Alibaba's operations are its e-commerce platforms, Taobao and Tmall.

Taobao is a bustling marketplace where individuals and small businesses sell various products, while Tmall is more like an online mall where established brands offer their products directly to consumers.

These platforms cater to a wide range of market demographics, from everyday consumers looking for bargains on Taobao to more affluent shoppers seeking premium brands on Tmall.

Beyond e-commerce, Alibaba has made significant strides in cloud computing with Alibaba Cloud, providing essential data storage and application solutions for businesses of all sizes.

In addition to these core areas, Alibaba has a strong presence in digital media and entertainment through platforms like Youku and Alibaba Pictures, generating revenue from advertising and content subscriptions.

The company's logistics arm, Cainiao Network, enhances delivery services, ensuring efficient and reliable shipment of goods sold on its platforms. It serves urban and rural customers across China.

Lastly, Alibaba's financial services, led by Ant Group's Alipay, provide digital payment solutions and a range of financial services, from payments to wealth management, reaching millions of users and facilitating seamless transactions.

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