Overlooked Alpha

Overlooked Alpha

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Overlooked Alpha
Overlooked Alpha
Alibaba Group (BABA)

Alibaba Group (BABA)

Chinese giant.

Overlooked Alpha
Oct 07, 2020
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Overlooked Alpha
Overlooked Alpha
Alibaba Group (BABA)
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  • Alibaba recently agreed to another smart deal, a 10% stake in Dufry, the largest duty-free retailer in the world.

  • Alibaba continues to show impressive revenue and earnings growth but is still reasonably valued according to those metrics.

  • There are risks but the stock has multiple competitive advantages especially economies of scale.

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