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Podcast: The John Johnston Lounge
Episode: Alibaba Earnings: Big Buybacks, Special Dividend, Stock Down!
Description: This episode includes a summary and analysis of the Alibaba March Quarter 2024 Earnings results, and my current thoughts on BABA Stock.Â
Timestamps:
00:12 Recent BABA stock price activity
00:51 Alibaba Financial HighlightsÂ
04:27 Cash return to shareholders: repurchases, dividends
07:47 Taobao & Tmall
08:27 Cloud Intelligence Group
09:49 Alibaba International Digital Commerce Group (AIDC)
10:55 Cainiao Smart Logistics Network Ltd
12:08 Final thoughts
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