|
| We could talk about how Ali baba delivers more packages world wide than even amazon
Or we could talk about Ali baba in the ai space
But seems to me that fundamentals play out over years and a stock can go from 30 pe to 15 pe back to 35 forward pe within a year and the fundamentals haven’t actually materially changed. The news stories might make it seem like there’s some fundamental break through. But I think by the time retail, that’s us, knows the fundamentals, the cats already been out of the bag for quite awhile.
 (IMG_9947 (full).png)
 (IMG_9943 (full).png)
Attachments
----------------
 IMG_9947 (full).png (273KB - 9 downloads)
IMG_9943 (full).png (229KB - 7 downloads)
| |
|
Ali baba
