Alibaba Group Holding Ltd (BABA)

Short Alibaba Group Holding Ltd (BABA) – JCAP [Slides]

J Capital Research's Anne Stevenson-Yang presentation on "Long and Short the China Dream" in which she talks about when to short Alibaba.

China has been a Silicon Valley ca. December 1999--since 2006.

  • China’s excess of capital leads to focus on volume growth over profitability.
  • Continuing fragmentation from regulatory and financial sources.
  • Executives are rewarded for raising capital and use that in turn to create their own growth.
  • Cash is power: important to hold a lot of it
  • But cash also makes companies a target . . .

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