$Alibaba (BABA.US)$ now u know why munger is the VICE chairman.

$Grab Holdings (GRAB.US)$ hit 100 tonight, all in

$Grab Holdings (GRAB.US)$ Singapore contributed more than 50% revenue. Any surprises? Temasek backing. By unfairly starving competition (Gojek, Tada, Ryde) and allowing Grab to indulge in predatory pricing, while they underpay drivers.

$Alibaba (BABA.US)$ If I call you daddy, you hit my mom, is that right?

$BABA-W (09988.HK)$ my pant just drops as the share price drops! this is so embarrassing! haha

$Alibaba (BABA.US)$ Many people are hoping for good financial reports, but if I'm not mistaken, the stock price has dropped after the previous four financial reports were released. The sales volume has reached new highs every time, but still experienced a significant drop. The singles' day sales will be very good, but all of this has already been factored in.

$Alibaba (BABA.US)$ Alibaba has reported a 34% YoY revenue growth rate in the previous quarter. This number has been lifted higher by the Others segment, which consists of physical stores with very low margins. If we remove the contribution of Others segment, Alibaba had a revenue growth rate of 25%. The revenue share of the Others segment has also increased to 27%, which means any future growth in this business will have a larger impact on the overall numbers.
Hence, it is very important to look at individual segments and gauge the growth runway for these businesses. One of the main drivers for future valuation growth in Alibaba will be its Cloud business. Similarly, its membership business is growing rapidly, which can help the company replicate the success of Amazon Prime. Alibaba's advertising business is also very strong due to the massive e-commerce market share of the company. Looking at these segments, Alibaba stock seems modestly priced with good growth potential.