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The Intrinsic Value Podcast – The Investor’s Podcast Network

MI371: The Case for Alibaba w/ Daniel Mahncke

65 min • 30 september 2024

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) is joined by stock investor and founder of The All-in-One Investing Platform, Daniel Mahncke, to break down the world’s largest online Retailer: Alibaba.

You’ll learn about Alibaba’s different business segments, how Alibaba has been impacted by regulations from the Chinese government, why investors have lost trust in Chinese regulators, what drives Alibaba’s profits, what drove the recent slowdown in Alibaba’s business, why Alibaba may finally offer an attractive valuation to investors, plus so much more!


Prefer to watch? Click here to watch this episode on YouTube.


IN THIS EPISODE, YOU’LL LEARN

00:00 - Intro

03:00 - Which segments drive Alibaba’s business the most

16:35 - Why the Chinese government cracked down on tech companies

17:02 - Why investors have soured generally on Chinese stocks

30:35 - How Covid disrupted Alibaba’s operations

34:02 - What is the outlook for Alibaba’s profitability

37:32 - How to value Alibaba

43:48 - Why Alibaba may finally offer good value to investors

47:12 - Which risks are most concerning for Alibaba

And much, much more!


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


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