#  @Feeling-Lemon-6254 Feeling-Lemon-6254 Feeling-Lemon-6254 posts on Reddit about alibaba, investment, baba, china the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/reddit::t2_60hssri2p/interactions)  - [--] Week [---] +410% - [--] Month [-----] +12% - [--] Months [-----] +78% - [--] Year [-----] +1,306% ### Mentions: [--] [#](/creator/reddit::t2_60hssri2p/posts_active)  - [--] Month [--] +6.30% - [--] Months [--] +246% - [--] Year [--] +200% ### Followers: [-----] [#](/creator/reddit::t2_60hssri2p/followers)  - [--] Months [-----] +2.20% - [--] Year [-----] +80% ### CreatorRank: [---------] [#](/creator/reddit::t2_60hssri2p/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [technology brands](/list/technology-brands) [countries](/list/countries) [stocks](/list/stocks) [fashion brands](/list/fashion-brands) [currencies](/list/currencies) **Social topic influence** [alibaba](/topic/alibaba), [investment](/topic/investment), [baba](/topic/baba), [china](/topic/china), [ai](/topic/ai), [acquisition](/topic/acquisition) #997, [alibaba group](/topic/alibaba-group), [purell](/topic/purell) #11, [maker](/topic/maker) #1781, [stocks](/topic/stocks) **Top assets mentioned** [Alibaba Group (BABA)](/topic/alibaba-group) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Alphabet Inc Class A (GOOGL)](/topic/$googl) ### Top Social Posts Top posts by engagements in the last [--] hours "PREVIEW Q1 [----] Letter: Our Thoughts on Alibabas Restructuring The following is an excerpt from our upcoming Q1 Letter to Partners Release Date: April 4th Portfolio Company Update: Alibaba Group Holding (BABA) announced its most significant organizational overhaul in its 24-year history. The company will be restructured as a holding company with six individual business units each with the ability of raising funds independently. This announcement sets the stage for future IPOs potentially unlocking significant value for shareholders. The market welcomed the announcement as shares appreciated" [Reddit Link](https://redd.it/128nf4s) 2023-04-01T14:05Z [----] followers, [----] engagements "PREVIEW Q1 Letter: Our Thoughts on Alibabas Restructuring The following is an excerpt from our upcoming Q1 Letter to Partners Release Date: April 4th Portfolio Company Update: Alibaba Group Holding (BABA) announced its most significant organizational overhaul in its 24-year history. The company will be restructured as a holding company with six individual business units each with the ability of raising funds independently. This announcement sets the stage for future IPOs potentially unlocking significant value for shareholders. The market welcomed the announcement as shares appreciated north" [Reddit Link](https://redd.it/128nhq6) 2023-04-01T14:08Z [----] followers, [---] engagements "Customers first employees second shareholders" [Reddit Link](https://redd.it/12ylarz) 2023-04-25T14:37Z [----] followers, [----] engagements "Investing Through Geopolitical Risk: Owning Chinese Stocks in 2023" [Reddit Link](https://redd.it/13bmfs4) 2023-05-08T11:38Z [----] followers, [----] engagements "StoneCo Q1 Earnings Review (w/ valuation models + price target) StoneCo reported first quarter [----] results on May 17th surpassing analysts expectations for top and bottom line. Stone reported total revenue of $543M for the quarter an increase of 31% compared to the same quarter last year. The growth in revenue is notable as it nearly tripled the overall industry growth at 10.7% indicating strong market share gains for Stone. The company also saw a remarkable growth in its profitability with adjusted earnings rising by 55.7% to $250.28M. There are not many businesses that can grow revenues" [Reddit Link](https://redd.it/13qjtl2) 2023-05-24T12:11Z [--] followers, [--] engagements "StoneCo Q1 [----] Earnings Review: (w/ valuation models + price target) StoneCo reported first quarter [----] results on May 17th surpassing analysts expectations for top and bottom line. Stone reported total revenue of $543M for the quarter an increase of 31% compared to the same quarter last year. The growth in revenue is notable as it nearly tripled the overall industry growth at 10.7% indicating strong market share gains for Stone. The company also saw a remarkable growth in its profitability with adjusted earnings rising by 55.7% to $250.28M. There are not many businesses that can grow" [Reddit Link](https://redd.it/13qjyqy) 2023-05-24T12:18Z [--] followers, [--] engagements "Business Writer looking for Cross-Promotional Opportunities Hello all Started a Substack [--] months ago and have been focusing on providing quality write-ups on businesses and financial topics. Im looking for cross-promotional opportunities to mutually grow subscribers. Message me if interested Substack: https://jbglobalfund.substack.com Substack Substack" [Reddit Link](https://redd.it/13wv0uh) 2023-05-31T19:09Z [----] followers, [--] engagements "Alibaba grocery unit IPO put on ice amid disappointing valuation - Bloomberg News" [Reddit Link](https://redd.it/16dcw8m) 2023-09-08T15:00Z [----] followers, [----] engagements "Amazon.com Q3 [----] Earnings Review" [Reddit Link](https://redd.it/17kke42) 2023-10-31T12:55Z [----] followers, [--] engagements "StoneCo (STNE) Q3 [----] Earnings Review" [Reddit Link](https://redd.it/17t1tqk) 2023-11-11T19:31Z [----] followers, [----] engagements "1% dividend Lol" [Reddit Link](https://redd.it/17wme5p) 2023-11-16T13:05Z [--] followers, [----] engagements "Alibaba Update: Lowering Our Fair Value Estimate Due to Cloud Unit Disclosures and Increased Uncertainty" [Reddit Link](https://redd.it/17ybh5e) 2023-11-18T17:33Z [----] followers, [--] engagements "Alibaba Update: Lowering Our Fair Value Estimate Due to Cloud Unit Disclosures and Increased Uncertainty" [Reddit Link](https://redd.it/17yy3z4) 2023-11-19T14:16Z [----] followers, [---] engagements "Alibaba Update: Lowering Our Fair Value Estimate Due to Cloud Unit Disclosures and Increased Uncertainty" [Reddit Link](https://redd.it/17yy56n) 2023-11-19T14:17Z [----] followers, [--] engagements "Stock prices drive narratives" [Reddit Link](https://redd.it/188cj49) 2023-12-01T14:00Z [----] followers, [----] engagements "Temu ads front running Alibaba/AliExpress on Google Type in Alibaba or AliExpress on Google Shopping and look at the sponsored results. 99% ads for Temu. Try it out for yourself. baba baba" [Reddit Link](https://redd.it/18k1qgq) 2023-12-16T21:59Z [----] followers, [----] engagements "PDD deserves a higher multiple than BABA Reasons: [--]. All profitability metrics (ROE ROA ROIC ROC) are much higher than BABA and have been trending up over the past [--] years while BABAs has been trending down over the same time period. [--]. There is more Geopolitical Risk with BABA than PDD. The U.S curbs on China Investment explicitly restrict PE and VC funds from investing in Chinese companies relating to Artificial Intelligence an area that Alibaba has been promoting as their next priority. PDD only focuses on E-commerce. PDD also successfully entered the most valuable market when Alibaba" [Reddit Link](https://redd.it/18mva35) 2023-12-20T14:01Z [--] followers, [--] engagements "PDD deserves a higher multiple than BABA Pinduoduo Pinduoduo" [Reddit Link](https://redd.it/18mvk7z) 2023-12-20T14:14Z [----] followers, [--] engagements "Move aside PDD theres a new King of Chinese E-Commerce At the time of writing Alibaba surpassed PDD in market cap. I better see [---] articles about this and the massive comeback of Alibaba. Financial news media = ๐คก baba baba" [Reddit Link](https://redd.it/18nqdei) 2023-12-21T16:03Z [----] followers, [--] engagements "New Risk Unlocked https://www.nytimes.com/2023/12/26/us/politics/trump-2025-trade-china.html#::text=Mr.%20Trump%20has%20said%20helike%20electronics%2C%20steel%20and%20pharmaceuticals. Trump (who is projected to win the election currently) will enact higher tariffs on China and said that he would bar Americans from investing in China and vice-versa. Essentially split the countries apart. Doesnt matter if its economically viable. I think he would be crazy enough to actually do it. Sorry for the doom and gloom but I believe its warranted baba baba" [Reddit Link](https://redd.it/18rzs8p) 2023-12-27T12:38Z [----] followers, [--] engagements "It could get very ugly Scenario for 2024: [--]. DPP wins - Taiwan indicates it doesnt want closer ties with China- more tension [--]. BABA revenues stagnant while PDD & ByteDance continue to grow faster (take market share) [--]. U.S continues to restrict Chips to hamper Chinas cloud/A.I growth. [--]. U.S Cloud/A.I players take more of the global market again limiting Chinese companies competitiveness. [--]. Trump wins U.S election and increases restrictions on investing into China or outright bans American citizens from holding any Chinese assets (similar to Russia) effectively forcing all ADRs to delist." [Reddit Link](https://redd.it/193cnym) 2024-01-10T16:44Z [----] followers, [--] engagements "Baidus Ernie Chatbot has been linked to Chinas Military removed baba baba" [Reddit Link](https://redd.it/1955mu6) 2024-01-12T20:58Z [----] followers, [--] engagements "The lower it falls the more they can buyback.right So the collapsing price is a good thing Is there a point where the price gets so low that it actually starts affecting BABA business I.e ByteDance or PDD can offer better employee packages cause of their rising stock prices attracting higher quality employees. It seems like the more it falls the more sentiment feeds on itself viewing BABA as the next Yahoo A once dominant business that couldnt keep up with competition and slowly died baba baba" [Reddit Link](https://redd.it/1986qmo) 2024-01-16T16:19Z [----] followers, [--] engagements "If you plan on holding your shares. I suggest you not look at your brokerage accounts today. It looks like were entering into panic selling where fundamentals no longer matter. Markets can get pretty insane. Have a great day everyone ๐ซก baba baba" [Reddit Link](https://redd.it/198x0o5) 2024-01-17T13:51Z [----] followers, [---] engagements "Donald Trump is preparing for a massive new trade war with China Geopolitical Risks increasing day by day. baba baba" [Reddit Link](https://redd.it/1ady60h) 2024-01-29T15:38Z [----] followers, [--] engagements "Latest earnings report confirms that Alibaba does not have a durable competitive advantage against rivals. The company was forced to cut its prices across the board to compete and STILL only grew Tabao/Tmall 2%. if they hadnt cut prices you could assume that they wouldve actually declined in topline revenue. Once a company starts to lose market share its VERY HARD to get it back. Lets see what PDD reports but I bet its strong topline growth again. Only thing that can help the situation for BABA is a rebound of the Chinese economy. baba baba" [Reddit Link](https://redd.it/1al4dgj) 2024-02-07T14:37Z [----] followers, [--] engagements "Management doesnt understand buybacks Joseph Tsai in speaking about buybacks plan said they are going to be deploying $12B per year on buybacks. He then went on to say were anticipating our stock will increase in price over the next [--] years Surely if you think your stock is low then why not do massive buybacks now vs 3% every year if you expect the price to continue moving up over that time. Doesnt make any sense. Someone wanna explain why its better to do 3% per year instead of unloaded in the low $70s He also compared Alibaba stock to the 10-year treasury saying its the same yield with" [Reddit Link](https://redd.it/1alat1r) 2024-02-07T19:07Z [----] followers, [---] engagements "Alibaba Earnings: Increased Investments Bring Uncertainty to Margins Ive now watched MorningStar lower Alibabas fair value from over $300 per share to now $94. Absolutely brutal how much intrinsic value was lost at this company. This experience has def taught me a valuable lesson. Valuation is kinda bullshit. The world is too dynamic to forecast. Never invest more than youre willing to lose. baba baba" [Reddit Link](https://redd.it/1amammc) 2024-02-09T00:16Z [----] followers, [--] engagements "Happy Friday friends I was nervous about BABAs stock price but then looked at their net assets and realized all will be fine Enjoy your Friday boys ๐พ๐พ๐พ baba baba" [Reddit Link](https://redd.it/1an2jox) 2024-02-09T23:57Z [----] followers, [--] engagements "Taobao China Software to sell Suning.com stake to Alibaba affiliate Alibaba sold their stake at a 90% loss. baba baba" [Reddit Link](https://redd.it/1axzkn9) 2024-02-23T12:43Z [----] followers, [--] engagements "China doubles down on national security expanding its state secrets law baba baba" [Reddit Link](https://redd.it/1b28rsv) 2024-02-28T15:31Z [----] followers, [--] engagements "Biden Acts to Stop Sales of Sensitive Personal Data to China and Russia baba baba" [Reddit Link](https://redd.it/1b28s8u) 2024-02-28T15:31Z [----] followers, [--] engagements "Green๐ On a day where most indexes are red. Is this the start of a major turnaround ๐๐๐ baba baba" [Reddit Link](https://redd.it/1b7dgy6) 2024-03-05T19:04Z [----] followers, [--] engagements "Chinese cranes in US ports found equipped with unusual communication devices report says The Chinese government is looking for every opportunity to collect valuable intelligence and position themselves to exploit vulnerabilities by systematically burrowing into Americas critical infrastructure including in the maritime sector Rep. Green said. The United States has clearly overlooked this threat for far too long. Geopolitical risk heightens day by day it seems baba baba" [Reddit Link](https://redd.it/1b95sz0) 2024-03-07T21:22Z [----] followers, [--] engagements "Alibaba Group- Q4 FY24 Review TLDR: lowered fair value estimate from $138 to $120 per share. Still undervalued. Enjoy the write-up๐ baba baba" [Reddit Link](https://redd.it/1csr9hl) 2024-05-15T18:00Z [----] followers, [--] engagements "Alibaba Group- Q4 FY24 Review TLDR: Lowering the fair value from $138 to $120 per share. Still undervalued. Enjoy the article ๐๐๐ AlibabaStock AlibabaStock" [Reddit Link](https://redd.it/1csrdww) 2024-05-15T18:05Z [----] followers, [--] engagements "Alibaba Group- Q4 FY24 Review TLDR: Lowering fair value estimate from $138-$120 per share. Enjoy the write-up๐ ChinaStocks ChinaStocks" [Reddit Link](https://redd.it/1csuqo3) 2024-05-15T20:21Z [----] followers, [--] engagements "From most recent 20-F Risk Section In April [----] certain U.S Senators called for the imposition of sanctions on Chinese Cloud Companies including Alibaba Cloud. Furthermore the U.S government is also considering by new legislation or further executive action measures that may place outbound investment restrictions of U.S persons investing in certain technology sectors that would be deemed critical to national security. I mean.it seems pretty obvious that artificial intelligence and cloud computing are going to be deemed as critical to national security so why wouldnt Alibaba be included in" [Reddit Link](https://redd.it/1czaqeq) 2024-05-24T02:49Z [----] followers, [--] engagements "Q3 [----] Investor Letter Includes a section discussing latest thoughts on our Alibaba investment. Enjoy all ๐ค baba baba" [Reddit Link](https://redd.it/1fugqbf) 2024-10-02T13:53Z [----] followers, [--] engagements "Q3 [----] Investor Letter Includes a discussion on our investment in Alibaba. Enjoy all ๐ค ChinaStocks ChinaStocks" [Reddit Link](https://redd.it/1fugr5w) 2024-10-02T13:54Z [----] followers, [--] engagements "An attempt at describing Enlightenment (oh boy) Greetings all Ive been journaling my thoughts after mediation sessions and recently tried to describe enlightenment through words (very difficult). Please let me know if it does or doesnt resonate with you. One way to conceptualize it in the mind is as an infinite puzzle where each puzzle piece views itself being separate and apart from every other piece. They do not remember that they were once connected to a completed puzzle. The inventor of this puzzle (God/Consciousness) knows how the puzzle fits together but enjoys rearranging the pieces" [Reddit Link](https://redd.it/1go6xun) 2024-11-10T18:15Z [----] followers, [--] engagements "Alibabas Cash Pile Alibaba has 80B USD cash on the balance sheet. (38% of entire market cap). They have had a huge cash pile now for years and have not done anything meaningful with it whether its buying huge amounts of stock or buying a major business (in China or international) Can someone please explain the logic of this China is going through a financial crises. Wouldnt now be the best time to put cash to work Not even saying the full amount but anything Management seems to be going about this as if its business as usual (5% growth confidence in the business etc) but never discuss plans" [Reddit Link](https://redd.it/1grxzl2) 2024-11-15T14:48Z [--] followers, [--] engagements "Its starting ๐ Here we go. The one event that could derail this investment thesis is already underway. Dont be shocked to wake up to the news of forced divestment of all Chinese assets. Starting with state agencies but in the extreme can be placed on individuals. Good luck ๐ baba baba" [Reddit Link](https://redd.it/1gx8l8d) 2024-11-22T14:05Z [----] followers, [--] engagements "Alibaba Earnings Review: Inflection Point for BABA and Broader Chinese Tech Enjoy the article fellas Happy to see some familiar names here holding this stock. ๐ค baba baba" [Reddit Link](https://redd.it/1iwb2v9) 2025-02-23T14:16Z [----] followers, [--] engagements "Alibaba Earnings Review: Inflection Point for BABA and Broader Chinese Tech Substack article discussing Alibabas latest earnings results and valuation impact for broader China. Enjoy๐ค ValueInvesting ValueInvesting" [Reddit Link](https://redd.it/1iwbiby) 2025-02-23T14:37Z [----] followers, [--] engagements "Alibaba Earnings Review removed finance finance" [Reddit Link](https://redd.it/1j4dkmf) 2025-03-05T20:50Z [----] followers, [--] engagements "Q1 [----] Investor Letter: Outperformance through Contrarianism Alibaba is the largest position. Happy Friday all๐งโ baba baba" [Reddit Link](https://redd.it/1jrdzdj) 2025-04-04T15:00Z [----] followers, [--] engagements "Q1 [----] Investor Letter: Outperformance through Contrarianism AlibabaStock AlibabaStock" [Reddit Link](https://redd.it/1jrdzw9) 2025-04-04T15:00Z [----] followers, [--] engagements "Q1 [----] Investor Letter: Outperformance through Contrarianism Chinese stocks make up 68% of the total portfolio with Alibaba being the largest position. Enjoy ๐งโ ChinaStocks ChinaStocks" [Reddit Link](https://redd.it/1jre5mb) 2025-04-04T15:07Z [----] followers, [--] engagements "Q1 [----] Investor Letter: Outperformance through Contrarianism BurryEdge BurryEdge" [Reddit Link](https://redd.it/1jre6lf) 2025-04-04T15:08Z [----] followers, [--] engagements "Q1 [----] Investor Letter: Outperformance through Contrarianism finance finance" [Reddit Link](https://redd.it/1jre8d4) 2025-04-04T15:10Z [----] followers, [--] engagements "Wedding Day Shaved my head [--] months before my wedding. My wife loves it and Ive never felt more confident. To everyone struggling with this decision: be your authentic self (dont hide from the world) and life will become much brighter. Salute to all my bald brothers๐ซก bald bald" [Reddit Link](https://redd.it/1m8x3wh) 2025-07-25T11:53Z [--] followers, [----] engagements "Alibaba Earnings Review Rerating opportunity from AI + Cloud. Enjoy the article ๐ค baba baba" [Reddit Link](https://redd.it/1nbn9hu) 2025-09-08T13:07Z [--] followers, [--] engagements "Alibaba Earnings Review AlibabaStock AlibabaStock" [Reddit Link](https://redd.it/1nbs9nh) 2025-09-08T16:22Z [--] followers, [--] engagements "Alibaba Earnings Review ChinaStocks ChinaStocks" [Reddit Link](https://redd.it/1nbs9vq) 2025-09-08T16:22Z [--] followers, [--] engagements "Fintech Investment Case: StoneCo Ltd.- A Disruptive Payments Business in Brazil fintech fintech" [Reddit Link](https://redd.it/121jwet) 2026-01-21T11:02Z [--] followers, [--] engagements "Three Lessons From the Ultimate Money Mind investing_discussion investing_discussion" [Reddit Link](https://redd.it/123mq0n) 2025-02-24T11:57Z [--] followers, [--] engagements "Investment Case: StoneCo Ltd.- A Disruptive Payments Business in Brazil EmergingMarkets EmergingMarkets" [Reddit Link](https://redd.it/123qkb7) 2023-03-27T15:35Z [--] followers, [---] engagements "JD.com Earnings Review ChinaStocks ChinaStocks" [Reddit Link](https://redd.it/1bc1zrj) 2025-02-06T20:28Z [--] followers, [--] engagements "Alibaba Earnings Review: Inflection Point for BABA and Broader Chinese Tech In depth review of Alibabas latest earnings results includes commentary about broader China and valuation impact. Enjoy๐ค ChinaStocks ChinaStocks" [Reddit Link](https://redd.it/1iwb4ax) 2025-02-23T14:18Z [----] followers, [--] engagements "Investment Case: Lululemon Athletica Inc. stockanalysis stockanalysis" [Reddit Link](https://redd.it/1nk7evo) 2025-09-27T13:01Z [--] followers, [--] engagements "Q3 Investor Letter Burryology Burryology" [Reddit Link](https://redd.it/1nw4rzr) 2025-10-02T17:27Z [--] followers, [--] engagements "Investment Thesis: The Clorox Company (CLX) ValueInvesting ValueInvesting" [Reddit Link](https://redd.it/1oz0hg9) 2025-11-16T23:26Z [--] followers, [--] engagements "Investment Thesis: The Clorox Company (CLX) InvestmentClub InvestmentClub" [Reddit Link](https://redd.it/1oz0i21) 2025-11-17T01:20Z [--] followers, [--] engagements "Investment Thesis: The Clorox Company (CLX) dividendinvesting dividendinvesting" [Reddit Link](https://redd.it/1oz0iiq) 2025-11-17T01:20Z [--] followers, [--] engagements "Investment Thesis: The Clorox Company (CLX) dividends dividends" [Reddit Link](https://redd.it/1oz44ba) 2025-11-17T05:10Z [--] followers, [--] engagements "Investment Thesis: The Clorox Company (CLX) investing_discussion investing_discussion" [Reddit Link](https://redd.it/1ozv41j) 2025-11-17T22:54Z [--] followers, [--] engagements "Investment Case (Excerpt): The Clorox Company (CLX) InvestmentClub InvestmentClub" [Reddit Link](https://redd.it/1ozvah6) 2025-11-17T23:08Z [--] followers, [--] engagements "Investment Thesis: The Clorox Company (CLX) stockanalysis stockanalysis" [Reddit Link](https://redd.it/1ozvfye) 2025-11-17T23:08Z [--] followers, [--] engagements "Celebrating Life bald bald" [Reddit Link](https://redd.it/1p6qaa3) 2025-11-25T23:19Z [--] followers, [--] engagements "Biggest change since starting meditation Meditation Meditation" [Reddit Link](https://redd.it/1pbf1mp) 2025-12-01T15:05Z [--] followers, [---] engagements "The A.I. "Bubble": A Value Investor's Perspective ValueInvesting ValueInvesting" [Reddit Link](https://redd.it/1pe0il7) 2025-12-04T13:55Z [--] followers, [--] engagements "The A.I. "Bubble": A Value Investor's Perspective Burryology Burryology" [Reddit Link](https://redd.it/1pe0lbb) 2025-12-04T13:57Z [--] followers, [---] engagements "Removed by moderator BetterOffline BetterOffline" [Reddit Link](https://redd.it/1pi8pad) 2025-12-09T14:39Z [--] followers, [--] engagements "Q4 [----] Investor Letter baba baba" [Reddit Link](https://redd.it/1q5mrk4) 2026-01-06T16:18Z [--] followers, [--] engagements "Q4 [----] Investor Letter AlibabaStock AlibabaStock" [Reddit Link](https://redd.it/1q5mrwa) 2026-01-06T16:39Z [--] followers, [--] engagements "Q4 [----] Investor Letter ValueInvesting ValueInvesting" [Reddit Link](https://redd.it/1q5trvt) 2026-01-06T20:26Z [--] followers, [--] engagements "JB Global Capital Highlights Alibaba (BABA)s AI and Cloud Growth at 18x Earnings ChinaStocks ChinaStocks" [Reddit Link](https://redd.it/1qbpnrg) 2026-01-13T12:17Z [--] followers, [--] engagements "JB Global Capital Highlights Alibaba (BABA)s AI and Cloud Growth at 18x Earnings AlibabaStock AlibabaStock" [Reddit Link](https://redd.it/1qbuimj) 2026-01-13T15:54Z [--] followers, [--] engagements "JB Global Capital Highlights Alibaba (BABA)s AI and Cloud Growth at 18x Earnings ChinaStocks ChinaStocks" [Reddit Link](https://redd.it/1qcnx3v) 2026-01-14T14:14Z [--] followers, [--] engagements "Happy Birthday Mike RedbarBBR RedbarBBR" [Reddit Link](https://redd.it/1qcoqk4) 2026-01-14T15:16Z [--] followers, [---] engagements "Metacognition: The Foundation of Sound Investment Decision-Making ValueInvesting ValueInvesting" [Reddit Link](https://redd.it/1qekgr3) 2026-01-16T16:24Z [--] followers, [--] engagements "Metacognition: The Hidden Skill of Superior Investors investing_discussion investing_discussion" [Reddit Link](https://redd.it/1qi0d6z) 2026-01-20T13:14Z [--] followers, [--] engagements "Metacognition: The Hidden Skill of Superior Investors ValueInvesting ValueInvesting" [Reddit Link](https://redd.it/1qi0f72) 2026-01-20T13:14Z [--] followers, [--] engagements "Free Bert RedbarBBR RedbarBBR" [Reddit Link](https://redd.it/1qmk9yq) 2026-01-25T14:36Z [--] followers, [--] engagements "Clorox-GOJO Acquisition Analysis investingandfinance investingandfinance" [Reddit Link](https://redd.it/1qnfvo6) 2026-01-26T13:50Z [--] followers, [--] engagements "The A.I. "Bubble": A Value Investor's Perspective AIBubble AIBubble" [Reddit Link](https://redd.it/1pewd8h) 2025-12-05T14:33Z [--] followers, [--] engagements "The A.I. "Bubble": A Value Investor's Perspective AIBubble AIBubble" [Reddit Link](https://redd.it/1q8bak4) 2026-01-09T15:41Z [--] followers, [--] engagements "Clorox-GOJO (Purell Maker) Aquisition investing_discussion investing_discussion" [Reddit Link](https://redd.it/1qnhosq) 2026-01-26T14:36Z [--] followers, [--] engagements "Clorox-GOJO Acquisition Analysis InvestingandTrading InvestingandTrading" [Reddit Link](https://redd.it/1qnhrgm) 2026-01-26T14:38Z [--] followers, [--] engagements "Clorox-GOJO (Purell Maker) Acquisition StockMarketMovers StockMarketMovers" [Reddit Link](https://redd.it/1qnhuyz) 2026-01-26T14:42Z [--] followers, [--] engagements "Clorox-GOJO (Purell maker) Acquisition investing investing" [Reddit Link](https://redd.it/1qnhlea) 2026-01-26T14:35Z [--] followers, [--] engagements "Clorox-GOJO (Purell Maker) Acquisition StockMarket StockMarket" [Reddit Link](https://redd.it/1qnhn6j) 2026-01-26T14:47Z [--] followers, [--] engagements "Clorox dividend yield reaches 4.90% DividendCult DividendCult" [Reddit Link](https://redd.it/1ozuvvh) 2025-11-17T22:48Z [--] followers, [---] engagements "Clorox-GOJO Acquisition Analysis ValueInvesting ValueInvesting" [Reddit Link](https://redd.it/1qnfuzp) 2026-01-26T13:28Z [--] followers, [--] engagements "PayPal: Heads I Win Tails I Dont Lose Much ValueInvesting ValueInvesting" [Reddit Link](https://redd.it/1r1013x) 2026-02-10T12:59Z [--] followers, [---] engagements "PayPal: Heads I Win Tails I Dont Lose Much investing_discussion investing_discussion" [Reddit Link](https://redd.it/1r102xi) 2026-02-10T13:05Z [--] followers, [--] engagements "Investment Case: StoneCo stoneco stoneco" [Reddit Link](https://redd.it/11x0tl3) 2026-01-21T11:02Z [--] followers, [--] engagements "Q4 Letter to Partners baba baba" [Reddit Link](https://redd.it/18x3xms) 2024-11-08T01:39Z [--] followers, [---] engagements "Q4 Letter to Partners (includes commentary on Alibaba) ChinaStocks ChinaStocks" [Reddit Link](https://redd.it/18xl9oq) 2024-10-29T17:47Z [--] followers, [--] engagements "Investment Case: Lululemon Athletica Inc. ValueInvesting ValueInvesting" [Reddit Link](https://redd.it/1njdy8a) 2025-09-17T23:19Z [--] followers, [---] engagements "The A.I. "Bubble": A Value Investor's Perspective NvidiaStock NvidiaStock" [Reddit Link](https://redd.it/1pe0nso) 2025-12-04T13:58Z [--] followers, [--] engagements "JB Global Capital Highlights Alibaba (BABA)s AI and Cloud Growth at 18x Earnings baba baba" [Reddit Link](https://redd.it/1qbpqhw) 2026-01-13T12:15Z [--] followers, [---] engagements "JB Global Capital Highlights Alibaba (BABA)s AI and Cloud Growth at 18x Earnings ValueInvesting ValueInvesting" [Reddit Link](https://redd.it/1qco63i) 2026-01-14T14:14Z [--] followers, [--] engagements "New Article discussing contrarianism market crashes probability-based thinking and Michael Burry ๐ stockmarketcrash stockmarketcrash" [Reddit Link](https://redd.it/126hu51) 2023-03-30T09:39Z [--] followers, [--] engagements "Removed by moderator StocksAndTrading StocksAndTrading" [Reddit Link](https://redd.it/1r103o7) 2026-02-10T13:05Z [--] followers, [--] engagements "Removed by moderator GoodValue GoodValue" [Reddit Link](https://redd.it/1r1tnmx) 2026-02-11T10:45Z [--] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Feeling-Lemon-6254 Feeling-Lemon-6254Feeling-Lemon-6254 posts on Reddit about alibaba, investment, baba, china the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence finance technology brands countries stocks fashion brands currencies
Social topic influence alibaba, investment, baba, china, ai, acquisition #997, alibaba group, purell #11, maker #1781, stocks
Top assets mentioned Alibaba Group (BABA) Lululemon Athletica Inc (LULU) Alphabet Inc Class A (GOOGL)
Top posts by engagements in the last [--] hours
"PREVIEW Q1 [----] Letter: Our Thoughts on Alibabas Restructuring The following is an excerpt from our upcoming Q1 Letter to Partners Release Date: April 4th Portfolio Company Update: Alibaba Group Holding (BABA) announced its most significant organizational overhaul in its 24-year history. The company will be restructured as a holding company with six individual business units each with the ability of raising funds independently. This announcement sets the stage for future IPOs potentially unlocking significant value for shareholders. The market welcomed the announcement as shares appreciated"
Reddit Link 2023-04-01T14:05Z [----] followers, [----] engagements
"PREVIEW Q1 Letter: Our Thoughts on Alibabas Restructuring The following is an excerpt from our upcoming Q1 Letter to Partners Release Date: April 4th Portfolio Company Update: Alibaba Group Holding (BABA) announced its most significant organizational overhaul in its 24-year history. The company will be restructured as a holding company with six individual business units each with the ability of raising funds independently. This announcement sets the stage for future IPOs potentially unlocking significant value for shareholders. The market welcomed the announcement as shares appreciated north"
Reddit Link 2023-04-01T14:08Z [----] followers, [---] engagements
"Customers first employees second shareholders"
Reddit Link 2023-04-25T14:37Z [----] followers, [----] engagements
"Investing Through Geopolitical Risk: Owning Chinese Stocks in 2023"
Reddit Link 2023-05-08T11:38Z [----] followers, [----] engagements
"StoneCo Q1 Earnings Review (w/ valuation models + price target) StoneCo reported first quarter [----] results on May 17th surpassing analysts expectations for top and bottom line. Stone reported total revenue of $543M for the quarter an increase of 31% compared to the same quarter last year. The growth in revenue is notable as it nearly tripled the overall industry growth at 10.7% indicating strong market share gains for Stone. The company also saw a remarkable growth in its profitability with adjusted earnings rising by 55.7% to $250.28M. There are not many businesses that can grow revenues"
Reddit Link 2023-05-24T12:11Z [--] followers, [--] engagements
"StoneCo Q1 [----] Earnings Review: (w/ valuation models + price target) StoneCo reported first quarter [----] results on May 17th surpassing analysts expectations for top and bottom line. Stone reported total revenue of $543M for the quarter an increase of 31% compared to the same quarter last year. The growth in revenue is notable as it nearly tripled the overall industry growth at 10.7% indicating strong market share gains for Stone. The company also saw a remarkable growth in its profitability with adjusted earnings rising by 55.7% to $250.28M. There are not many businesses that can grow"
Reddit Link 2023-05-24T12:18Z [--] followers, [--] engagements
"Business Writer looking for Cross-Promotional Opportunities Hello all Started a Substack [--] months ago and have been focusing on providing quality write-ups on businesses and financial topics. Im looking for cross-promotional opportunities to mutually grow subscribers. Message me if interested Substack: https://jbglobalfund.substack.com Substack Substack"
Reddit Link 2023-05-31T19:09Z [----] followers, [--] engagements
"Alibaba grocery unit IPO put on ice amid disappointing valuation - Bloomberg News"
Reddit Link 2023-09-08T15:00Z [----] followers, [----] engagements
"Amazon.com Q3 [----] Earnings Review"
Reddit Link 2023-10-31T12:55Z [----] followers, [--] engagements
"StoneCo (STNE) Q3 [----] Earnings Review"
Reddit Link 2023-11-11T19:31Z [----] followers, [----] engagements
"1% dividend Lol"
Reddit Link 2023-11-16T13:05Z [--] followers, [----] engagements
"Alibaba Update: Lowering Our Fair Value Estimate Due to Cloud Unit Disclosures and Increased Uncertainty"
Reddit Link 2023-11-18T17:33Z [----] followers, [--] engagements
"Alibaba Update: Lowering Our Fair Value Estimate Due to Cloud Unit Disclosures and Increased Uncertainty"
Reddit Link 2023-11-19T14:16Z [----] followers, [---] engagements
"Alibaba Update: Lowering Our Fair Value Estimate Due to Cloud Unit Disclosures and Increased Uncertainty"
Reddit Link 2023-11-19T14:17Z [----] followers, [--] engagements
"Stock prices drive narratives"
Reddit Link 2023-12-01T14:00Z [----] followers, [----] engagements
"Temu ads front running Alibaba/AliExpress on Google Type in Alibaba or AliExpress on Google Shopping and look at the sponsored results. 99% ads for Temu. Try it out for yourself. baba baba"
Reddit Link 2023-12-16T21:59Z [----] followers, [----] engagements
"PDD deserves a higher multiple than BABA Reasons: [--]. All profitability metrics (ROE ROA ROIC ROC) are much higher than BABA and have been trending up over the past [--] years while BABAs has been trending down over the same time period. [--]. There is more Geopolitical Risk with BABA than PDD. The U.S curbs on China Investment explicitly restrict PE and VC funds from investing in Chinese companies relating to Artificial Intelligence an area that Alibaba has been promoting as their next priority. PDD only focuses on E-commerce. PDD also successfully entered the most valuable market when Alibaba"
Reddit Link 2023-12-20T14:01Z [--] followers, [--] engagements
"PDD deserves a higher multiple than BABA Pinduoduo Pinduoduo"
Reddit Link 2023-12-20T14:14Z [----] followers, [--] engagements
"Move aside PDD theres a new King of Chinese E-Commerce At the time of writing Alibaba surpassed PDD in market cap. I better see [---] articles about this and the massive comeback of Alibaba. Financial news media = ๐คก baba baba"
Reddit Link 2023-12-21T16:03Z [----] followers, [--] engagements
"New Risk Unlocked https://www.nytimes.com/2023/12/26/us/politics/trump-2025-trade-china.html#::text=Mr.%20Trump%20has%20said%20helike%20electronics%2C%20steel%20and%20pharmaceuticals. Trump (who is projected to win the election currently) will enact higher tariffs on China and said that he would bar Americans from investing in China and vice-versa. Essentially split the countries apart. Doesnt matter if its economically viable. I think he would be crazy enough to actually do it. Sorry for the doom and gloom but I believe its warranted baba baba"
Reddit Link 2023-12-27T12:38Z [----] followers, [--] engagements
"It could get very ugly Scenario for 2024: [--]. DPP wins - Taiwan indicates it doesnt want closer ties with China- more tension [--]. BABA revenues stagnant while PDD & ByteDance continue to grow faster (take market share) [--]. U.S continues to restrict Chips to hamper Chinas cloud/A.I growth. [--]. U.S Cloud/A.I players take more of the global market again limiting Chinese companies competitiveness. [--]. Trump wins U.S election and increases restrictions on investing into China or outright bans American citizens from holding any Chinese assets (similar to Russia) effectively forcing all ADRs to delist."
Reddit Link 2024-01-10T16:44Z [----] followers, [--] engagements
"Baidus Ernie Chatbot has been linked to Chinas Military removed baba baba"
Reddit Link 2024-01-12T20:58Z [----] followers, [--] engagements
"The lower it falls the more they can buyback.right So the collapsing price is a good thing Is there a point where the price gets so low that it actually starts affecting BABA business I.e ByteDance or PDD can offer better employee packages cause of their rising stock prices attracting higher quality employees. It seems like the more it falls the more sentiment feeds on itself viewing BABA as the next Yahoo A once dominant business that couldnt keep up with competition and slowly died baba baba"
Reddit Link 2024-01-16T16:19Z [----] followers, [--] engagements
"If you plan on holding your shares. I suggest you not look at your brokerage accounts today. It looks like were entering into panic selling where fundamentals no longer matter. Markets can get pretty insane. Have a great day everyone ๐ซก baba baba"
Reddit Link 2024-01-17T13:51Z [----] followers, [---] engagements
"Donald Trump is preparing for a massive new trade war with China Geopolitical Risks increasing day by day. baba baba"
Reddit Link 2024-01-29T15:38Z [----] followers, [--] engagements
"Latest earnings report confirms that Alibaba does not have a durable competitive advantage against rivals. The company was forced to cut its prices across the board to compete and STILL only grew Tabao/Tmall 2%. if they hadnt cut prices you could assume that they wouldve actually declined in topline revenue. Once a company starts to lose market share its VERY HARD to get it back. Lets see what PDD reports but I bet its strong topline growth again. Only thing that can help the situation for BABA is a rebound of the Chinese economy. baba baba"
Reddit Link 2024-02-07T14:37Z [----] followers, [--] engagements
"Management doesnt understand buybacks Joseph Tsai in speaking about buybacks plan said they are going to be deploying $12B per year on buybacks. He then went on to say were anticipating our stock will increase in price over the next [--] years Surely if you think your stock is low then why not do massive buybacks now vs 3% every year if you expect the price to continue moving up over that time. Doesnt make any sense. Someone wanna explain why its better to do 3% per year instead of unloaded in the low $70s He also compared Alibaba stock to the 10-year treasury saying its the same yield with"
Reddit Link 2024-02-07T19:07Z [----] followers, [---] engagements
"Alibaba Earnings: Increased Investments Bring Uncertainty to Margins Ive now watched MorningStar lower Alibabas fair value from over $300 per share to now $94. Absolutely brutal how much intrinsic value was lost at this company. This experience has def taught me a valuable lesson. Valuation is kinda bullshit. The world is too dynamic to forecast. Never invest more than youre willing to lose. baba baba"
Reddit Link 2024-02-09T00:16Z [----] followers, [--] engagements
"Happy Friday friends I was nervous about BABAs stock price but then looked at their net assets and realized all will be fine Enjoy your Friday boys ๐พ๐พ๐พ baba baba"
Reddit Link 2024-02-09T23:57Z [----] followers, [--] engagements
"Taobao China Software to sell Suning.com stake to Alibaba affiliate Alibaba sold their stake at a 90% loss. baba baba"
Reddit Link 2024-02-23T12:43Z [----] followers, [--] engagements
"China doubles down on national security expanding its state secrets law baba baba"
Reddit Link 2024-02-28T15:31Z [----] followers, [--] engagements
"Biden Acts to Stop Sales of Sensitive Personal Data to China and Russia baba baba"
Reddit Link 2024-02-28T15:31Z [----] followers, [--] engagements
"Green๐ On a day where most indexes are red. Is this the start of a major turnaround ๐๐๐ baba baba"
Reddit Link 2024-03-05T19:04Z [----] followers, [--] engagements
"Chinese cranes in US ports found equipped with unusual communication devices report says The Chinese government is looking for every opportunity to collect valuable intelligence and position themselves to exploit vulnerabilities by systematically burrowing into Americas critical infrastructure including in the maritime sector Rep. Green said. The United States has clearly overlooked this threat for far too long. Geopolitical risk heightens day by day it seems baba baba"
Reddit Link 2024-03-07T21:22Z [----] followers, [--] engagements
"Alibaba Group- Q4 FY24 Review TLDR: lowered fair value estimate from $138 to $120 per share. Still undervalued. Enjoy the write-up๐ baba baba"
Reddit Link 2024-05-15T18:00Z [----] followers, [--] engagements
"Alibaba Group- Q4 FY24 Review TLDR: Lowering the fair value from $138 to $120 per share. Still undervalued. Enjoy the article ๐๐๐ AlibabaStock AlibabaStock"
Reddit Link 2024-05-15T18:05Z [----] followers, [--] engagements
"Alibaba Group- Q4 FY24 Review TLDR: Lowering fair value estimate from $138-$120 per share. Enjoy the write-up๐ ChinaStocks ChinaStocks"
Reddit Link 2024-05-15T20:21Z [----] followers, [--] engagements
"From most recent 20-F Risk Section In April [----] certain U.S Senators called for the imposition of sanctions on Chinese Cloud Companies including Alibaba Cloud. Furthermore the U.S government is also considering by new legislation or further executive action measures that may place outbound investment restrictions of U.S persons investing in certain technology sectors that would be deemed critical to national security. I mean.it seems pretty obvious that artificial intelligence and cloud computing are going to be deemed as critical to national security so why wouldnt Alibaba be included in"
Reddit Link 2024-05-24T02:49Z [----] followers, [--] engagements
"Q3 [----] Investor Letter Includes a section discussing latest thoughts on our Alibaba investment. Enjoy all ๐ค baba baba"
Reddit Link 2024-10-02T13:53Z [----] followers, [--] engagements
"Q3 [----] Investor Letter Includes a discussion on our investment in Alibaba. Enjoy all ๐ค ChinaStocks ChinaStocks"
Reddit Link 2024-10-02T13:54Z [----] followers, [--] engagements
"An attempt at describing Enlightenment (oh boy) Greetings all Ive been journaling my thoughts after mediation sessions and recently tried to describe enlightenment through words (very difficult). Please let me know if it does or doesnt resonate with you. One way to conceptualize it in the mind is as an infinite puzzle where each puzzle piece views itself being separate and apart from every other piece. They do not remember that they were once connected to a completed puzzle. The inventor of this puzzle (God/Consciousness) knows how the puzzle fits together but enjoys rearranging the pieces"
Reddit Link 2024-11-10T18:15Z [----] followers, [--] engagements
"Alibabas Cash Pile Alibaba has 80B USD cash on the balance sheet. (38% of entire market cap). They have had a huge cash pile now for years and have not done anything meaningful with it whether its buying huge amounts of stock or buying a major business (in China or international) Can someone please explain the logic of this China is going through a financial crises. Wouldnt now be the best time to put cash to work Not even saying the full amount but anything Management seems to be going about this as if its business as usual (5% growth confidence in the business etc) but never discuss plans"
Reddit Link 2024-11-15T14:48Z [--] followers, [--] engagements
"Its starting ๐
Here we go. The one event that could derail this investment thesis is already underway. Dont be shocked to wake up to the news of forced divestment of all Chinese assets. Starting with state agencies but in the extreme can be placed on individuals. Good luck ๐ baba baba"
Reddit Link 2024-11-22T14:05Z [----] followers, [--] engagements
"Alibaba Earnings Review: Inflection Point for BABA and Broader Chinese Tech Enjoy the article fellas Happy to see some familiar names here holding this stock. ๐ค baba baba"
Reddit Link 2025-02-23T14:16Z [----] followers, [--] engagements
"Alibaba Earnings Review: Inflection Point for BABA and Broader Chinese Tech Substack article discussing Alibabas latest earnings results and valuation impact for broader China. Enjoy๐ค ValueInvesting ValueInvesting"
Reddit Link 2025-02-23T14:37Z [----] followers, [--] engagements
"Alibaba Earnings Review removed finance finance"
Reddit Link 2025-03-05T20:50Z [----] followers, [--] engagements
"Q1 [----] Investor Letter: Outperformance through Contrarianism Alibaba is the largest position. Happy Friday all๐งโ baba baba"
Reddit Link 2025-04-04T15:00Z [----] followers, [--] engagements
"Q1 [----] Investor Letter: Outperformance through Contrarianism AlibabaStock AlibabaStock"
Reddit Link 2025-04-04T15:00Z [----] followers, [--] engagements
"Q1 [----] Investor Letter: Outperformance through Contrarianism Chinese stocks make up 68% of the total portfolio with Alibaba being the largest position. Enjoy ๐งโ ChinaStocks ChinaStocks"
Reddit Link 2025-04-04T15:07Z [----] followers, [--] engagements
"Q1 [----] Investor Letter: Outperformance through Contrarianism BurryEdge BurryEdge"
Reddit Link 2025-04-04T15:08Z [----] followers, [--] engagements
"Q1 [----] Investor Letter: Outperformance through Contrarianism finance finance"
Reddit Link 2025-04-04T15:10Z [----] followers, [--] engagements
"Wedding Day Shaved my head [--] months before my wedding. My wife loves it and Ive never felt more confident. To everyone struggling with this decision: be your authentic self (dont hide from the world) and life will become much brighter. Salute to all my bald brothers๐ซก bald bald"
Reddit Link 2025-07-25T11:53Z [--] followers, [----] engagements
"Alibaba Earnings Review Rerating opportunity from AI + Cloud. Enjoy the article ๐ค baba baba"
Reddit Link 2025-09-08T13:07Z [--] followers, [--] engagements
"Alibaba Earnings Review AlibabaStock AlibabaStock"
Reddit Link 2025-09-08T16:22Z [--] followers, [--] engagements
"Alibaba Earnings Review ChinaStocks ChinaStocks"
Reddit Link 2025-09-08T16:22Z [--] followers, [--] engagements
"Fintech Investment Case: StoneCo Ltd.- A Disruptive Payments Business in Brazil fintech fintech"
Reddit Link 2026-01-21T11:02Z [--] followers, [--] engagements
"Three Lessons From the Ultimate Money Mind investing_discussion investing_discussion"
Reddit Link 2025-02-24T11:57Z [--] followers, [--] engagements
"Investment Case: StoneCo Ltd.- A Disruptive Payments Business in Brazil EmergingMarkets EmergingMarkets"
Reddit Link 2023-03-27T15:35Z [--] followers, [---] engagements
"JD.com Earnings Review ChinaStocks ChinaStocks"
Reddit Link 2025-02-06T20:28Z [--] followers, [--] engagements
"Alibaba Earnings Review: Inflection Point for BABA and Broader Chinese Tech In depth review of Alibabas latest earnings results includes commentary about broader China and valuation impact. Enjoy๐ค ChinaStocks ChinaStocks"
Reddit Link 2025-02-23T14:18Z [----] followers, [--] engagements
"Investment Case: Lululemon Athletica Inc. stockanalysis stockanalysis"
Reddit Link 2025-09-27T13:01Z [--] followers, [--] engagements
"Q3 Investor Letter Burryology Burryology"
Reddit Link 2025-10-02T17:27Z [--] followers, [--] engagements
"Investment Thesis: The Clorox Company (CLX) ValueInvesting ValueInvesting"
Reddit Link 2025-11-16T23:26Z [--] followers, [--] engagements
"Investment Thesis: The Clorox Company (CLX) InvestmentClub InvestmentClub"
Reddit Link 2025-11-17T01:20Z [--] followers, [--] engagements
"Investment Thesis: The Clorox Company (CLX) dividendinvesting dividendinvesting"
Reddit Link 2025-11-17T01:20Z [--] followers, [--] engagements
"Investment Thesis: The Clorox Company (CLX) dividends dividends"
Reddit Link 2025-11-17T05:10Z [--] followers, [--] engagements
"Investment Thesis: The Clorox Company (CLX) investing_discussion investing_discussion"
Reddit Link 2025-11-17T22:54Z [--] followers, [--] engagements
"Investment Case (Excerpt): The Clorox Company (CLX) InvestmentClub InvestmentClub"
Reddit Link 2025-11-17T23:08Z [--] followers, [--] engagements
"Investment Thesis: The Clorox Company (CLX) stockanalysis stockanalysis"
Reddit Link 2025-11-17T23:08Z [--] followers, [--] engagements
"Celebrating Life bald bald"
Reddit Link 2025-11-25T23:19Z [--] followers, [--] engagements
"Biggest change since starting meditation Meditation Meditation"
Reddit Link 2025-12-01T15:05Z [--] followers, [---] engagements
"The A.I. "Bubble": A Value Investor's Perspective ValueInvesting ValueInvesting"
Reddit Link 2025-12-04T13:55Z [--] followers, [--] engagements
"The A.I. "Bubble": A Value Investor's Perspective Burryology Burryology"
Reddit Link 2025-12-04T13:57Z [--] followers, [---] engagements
"Removed by moderator BetterOffline BetterOffline"
Reddit Link 2025-12-09T14:39Z [--] followers, [--] engagements
"Q4 [----] Investor Letter baba baba"
Reddit Link 2026-01-06T16:18Z [--] followers, [--] engagements
"Q4 [----] Investor Letter AlibabaStock AlibabaStock"
Reddit Link 2026-01-06T16:39Z [--] followers, [--] engagements
"Q4 [----] Investor Letter ValueInvesting ValueInvesting"
Reddit Link 2026-01-06T20:26Z [--] followers, [--] engagements
"JB Global Capital Highlights Alibaba (BABA)s AI and Cloud Growth at 18x Earnings ChinaStocks ChinaStocks"
Reddit Link 2026-01-13T12:17Z [--] followers, [--] engagements
"JB Global Capital Highlights Alibaba (BABA)s AI and Cloud Growth at 18x Earnings AlibabaStock AlibabaStock"
Reddit Link 2026-01-13T15:54Z [--] followers, [--] engagements
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