Is BABA still value?
I’ve been following numerous discussions about Alibaba ($BABA) from when the stock was trading around $80. At the time, there was significant debate on this sub about its valuation, with a prevailing consensus that the market was undervaluing the company. However, I hesitated to invest then—a decision I now regret.
Moving forward, I’d like to revisit the question: At its current price of $139, does $BABA still present a compelling opportunity? While I don’t believe the company’s fundamentals have deteriorated significantly, external risks like escalating trade tensions (tariffs and retaliatory measures) and broader macroeconomic uncertainty loom large. How are others weighing these factors against the stock’s long-term potential?
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