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Podcast: The John Johnston Lounge
Episode: Alibaba Earnings - Return to Growth! | BABA Stock
Description: This episode includes a summary and thoughts on the Alibaba June Quarter 2023 Results, in the context of the current China economic backdrop and the huge drop BABA stock has had since its peak in late 2020.Timestamps00:00 Alibaba earnings in the China economic context01:55 High level financial results - growth and efficiency03:58 Cash flow and cash allocation07:14 Individual business segments intro07:30 Taobao and Tmall Group08:51 Alibaba International Digital Commerce Group09:32 Local Services Group09:58 Cainiao Smart Logistics Network10:38...