Alibaba’s current market value has been underestimated by the capital market for more than three years, and it is difficult to improve in the short term. A spin-off is the most effective way to increase Alibaba’s corporate value.
Gross margin is a great indicator to judge the management
The simplest indicator to judge the execution of the management: Gross Margin
Sea, the parent company of Shopee, how does Sea make money?
Sea, the parent company of Shopee, the most valuable company in Southeast Asia
Amazon vs. Alibaba
The businesses of Amazon and Alibaba are almost the same in all aspects, so the two are highly comparable. Just as Amazon’s stock price is not very good this year, and Alibaba has collapsed by more than 40% now, let us compare the two e-commerce giants in China and the United States.
Outsiders, one of the greatest investment books for managment team
Outsiders, I recently re-read several investment books and found that one of them is worth recommending to everyone — “Outsiders”.
Rule 40, perfect for SaaS companies
Rule 40. Investors are most concerned about the growth of the company and how much money it can make. In particular, the profitability conditions for companies listed on the US stock market are relatively loose, unlike Taiwan or China, which highlights corporate profitability as a necessary condition for listing.