Alibaba valuation story with AI ambitions
The bull case for Alibaba centered on its attractive valuation, strong balance sheet, and its role as a key AI player in China, highlighted by its partnership with Apple.
Keep reading this one
You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.