BABA Is The Greatest Short Of All Time.

Discussion in 'Stocks' started by vanzandt, Jan 18, 2017.

  1. RRY16

    RRY16

    Looks like all your bots had no interest tussling with Des.
     
    #11     Jan 19, 2017
  2. Baba will definitely be going to be affected by strong US dollar on inauguration ! 99% it will go down
     
    #12     Jan 19, 2017
  3. Certainly BABA will be a good buy on inauguration :)
     
    #13     Jan 19, 2017
  4. achilles28

    achilles28

    I just don't see how BABA stays high while jobs return from China.

    Globalism is ending.
     
    #14     Jan 19, 2017
    victorycountry likes this.
  5. Last edited: Jan 19, 2017
    #15     Jan 19, 2017
  6. achilles28

    achilles28

    Any one read body language? Jack Ma is shitting himself. Fear mongering WW3.

    His company is doomed folks, and he knows it. It's already happening. Factories coming back.

    Short the shit out of it.
     
    #16     Jan 19, 2017
  7. Asia exploding out of the gate now. If BABA doesn't have a green day after that, then it's obvious it is under the Trump effec
     
    #17     Jan 19, 2017
  8. vanzandt

    vanzandt

    Its like the shoe-shine boy effect....
    I hear people who know zilch about stocks saying "Its the Amazon of China, its going up up up".
    That's one key to know when to sell.

    The other thing is... its just too friggin complicated to understand.
    Chuck... that article you posted by Chanos says it all.
    PS... let me verify that 3.8% short interest... I could have swore thats what I read.
     
    #18     Jan 19, 2017
  9. vanzandt

    vanzandt

    It reminds me of one of those old Hollywood Western sets with the fake storefronts in the town. Nothing behind them. And I suspect its some kind of Forex based Enron if the truth were known.
    These are my feelings from what I could discern exactly :

    ////////// Chanos, who is famous for his previous bets against once high-flying companies like Enron, explained that his fundamental problem with the company is that "you don't see the entire operation of Alibaba." The founder of Kynikos Associates said there's not enough detail about the individual delivery and warehouse companies that distribute items purchased through Alibaba.

    "You see a line item, equity and net income of affiliates, but there's no idea — with the 2 million employees — of what those costs are, what the accounting is there," he said in an interview with CNBC's Scott Wapner on "Halftime Report."

    Chanos said his firm has noticed that some of Alibaba's affiliates have been trying to raise capital. He said investors should ask why the affiliates of a company that has been compared to Amazon have a "voracious need for cash."

    "I would want to know if I'm investing in a $280 billion company that's supposedly on the forefront of the digital revolution of China why it's so cash flow negative and we can't good answers," Chanos said. ////////////////
     
    #19     Jan 19, 2017
  10. vanzandt

    vanzandt

    My bad. You're right. I was looking at % of shares outstanding. Not float.
    Duh.
     
    #20     Jan 19, 2017