In terms of profit.
Not to mention the monopoly.
Amazon had to bribe its customers to create the choke hold market it has. Alibaba paid nothing for its monopoly.
Baba is growing faster and makes lots of money already.
Alibaba is not a dishonest company? They don't cook the books.
The difference between BABA and AMZN is BABA does not make unprofitable products.
AMZN loses money on prime, prime video, all the kindles, and the idiot phone they made.
Alibaba does not make any of those mistakes.
Amazon has been losing money for a decade. Alibaba has been profitable since it went public.
9.5B in cash, securities, and AR
YJ is worth 9B
BABA is worth 32B
Thats 50.5B, or $54 a share.
And that values ALL of the user base, and percent of paid search, brand, intellectual property, and other items at ZERO.
Tell me how much money Snapchat makes?
The value in Yahoo is BABA shares, YJ shares, all the cash and assets,
Then all the user base, tumblr, flickr.
What we are selling is the third largest paid search engine and all the users.
Thats worth 5B. Let someone else figure out how to make money from it.
Perhaps a small amount, but certainly the bulk of the 384M shares are gonna spin off with almost NO tax bill.
The news, as a whole is good.
The spin off is going off as planned with virtually NO tax bill.
32B in value, or 35 bucks a share.
That leaves YJ, all the cash, and the core being valued at less that $5B.
That arbitrage people with quickly come and buy, buy, buy!
Two great things to look forward to.
1. Spinco approval, that alone could get us an 8 point week.
2. Talks that the core business is on the market. MSFT or GOOG looking.
You are in complete denial of science. You have NO understanding of how the solar wind operates.
Instead you assign this to volcanic activity. Absurd.
Dope. The possibility of a solar minimum is HIGH, missing an entire cycle. Thats 22 years of increased cloud cover on earth. That can really cool things off.
This is not a new story, just one held down by all liberal outlets.
However, even if it were to ONLY cool the earth by .3C. Thats is 100 times more than the proposed reductions that cutting back economic activity will give us.
Short baba then. If you believe them, then BABA is a real short. Not Yahoo.
Yes a choppy market and nerves from China but BABA is down 40% from its high. There is only so far it will go down. Its tied to China consumer not China bubble stock market.
I got much more YHOO at 36.80 yesterday.
Unprofitable companies built on nothing but hype and hope get smashed in a nervous market.
While the Chinese stock market went up 30% to its peak.
There is no correlation between the backwards Chinese markets and how stocks trade here in the real markets in the US.
The Chinese consumer is unaffected. Their market is still up 60% for the year.
Selling BABA in a good market to all time lows while the company grows and prospers is insane.
It makes more profit than Amazon and Facebook combined and is growing faster.
It has a monopoly in the fastest growing economy on earth.
What else do you need to know?