Valuabl

Valuabl

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Alibaba
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Alibaba

The market has overestimated the size and likelihood of the problems the firm faces and, as a result, the stock is mispriced

May 24, 2024
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Alibaba
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Summary

Recommendation: Buy Alibaba (NYSE: BABA) American depository receipts at $86.

Thesis: The market has overestimated the size and likelihood of the problems the firm faces and has mispriced the stock as a result.

Catalysts: The firm will release solid first-quarter earnings in August and continue to repurchase a record amount of stock. On top of that…

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