MI371: The Case for Alibaba w/ Daniel Mahncke

The Intrinsic Value Podcast - The Investor’s Podcast Network

The Investor's Podcast Network

Investing, Education, Business

4.6 • 592 Ratings

🗓️ 30 September 2024

⏱️ 60 minutes

🔗️ Recording | iTunes | RSS

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Summary

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. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Daniel Mahncke’s All-In-One Investing Platform. Warren Buffett Shareholder Letter 1994. Charlie Munger on investing in China and his Alibaba Investment. Howard Marks Memo: Thinking about Macro. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI Connect with Shawn: Twitter | LinkedIn | Email Connect with Daniel: Twitter | LinkedIn HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TIP.
0:02.7	Hey guys, welcome to another episode of the Millennial Investing Podcast.
0:07.5	In today's episode, we'll analyze the flagship Chinese tech company Alibaba,
0:12.1	starting with its humble beginnings in a shared apartment in Hengzhou to becoming the largest
0:16.8	online retailer in the world.
0:18.7	We'll learn about Alibaba's vast ecosystem of businesses
0:21.8	and discuss the investment case with all the risks and opportunities it provides. Whether
0:26.5	you consider investing in Chinese companies or not, Alibaba's story is full of lessons
0:31.3	important to every investor out there. Joining me today to co-host is my friend Daniel Monke. Some of you might know him from Axe or his investing website, All In One Investing.
0:42.0	You'll love Daniel because he's such an expert on Alibaba and its valuation.
0:47.0	With that said, let's get right to it.
0:52.9	Celebrating 10 years, you are listening to Millennial Investing by the Investors Podcast Network.
0:58.8	Since 2014, we have been value investors' go-to source for studying legendary investors,
1:04.6	understanding timeless books, and breaking down great businesses.
1:08.7	Now, for your host, Sean O'Malley.
1:20.4	Hey, Daniel, thanks for joining me today to discuss Alibaba.
1:25.1	Hey, Sean. Thanks for the invitation invitation and I'm glad to be here.
1:28.3	As you mentioned, we'll be co-hosting today's episode to break down the world's largest
1:33.3	online retailer, Alibaba, which has been something of a value trap.
1:38.3	Despite looking cheaply priced, Alibaba's stock has not been kind to investors.
1:43.3	We will discuss why that has been the case and what to make of Alibaba's valuation today.
1:49.4	If you've been in the markets for a while, or you're just familiar with the Alibaba's situation,
	...

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