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Podcast: The John Johnston Lounge
Episode: Alibaba Earnings & My Thoughts on Crashed BABA Stock
Description: This episode includes a summary and analysis on the Alibaba September Quarter 2023 Earnings results, and my thoughts on BABA Stock, in the context of the current China economic backdrop, and the massive drop BABA stock has had since its peak in late 2020. See below timestamps:
00:00 BABA stock price activity
00:51 Update on super-investors who own Alibaba stock
02:05 Alibaba news commentary since earnings - geopolitical tensions and chip supplies
06:39 Alibaba quarterly earnings highlights
08:25 AI front and center of Alibaba strategic direction
10:09 September Quarter 2023 Results - diving deeper
13:19...