BC BABA

Conner Walden
@conner_walden 5 years, 1 month ago 589 views

I had $BIDU at $185 as a trade during the Archegos blow up & sold a couple days later near $220~

I’ve heard good things about $JD but not as informed on it at the moment & near fully invested so not much to throw into a new position 🤷🏼‍♂️

More from Baba

Dividend Growth Invest...
@DividendGrowth

Charlie Munger has a net worth of $2.5 billion

He owns 50k shares of Daily Journal $DJCO, a 3.6% stake valued at $18M

Daily Journal has a portfolio worth $259M, which includes $72M worth of $BABA stock

If $BABA or $DJCO went to zero the total loss to Munger would be negligible

Braden Dennis
@BradoCapital

@21stCentValue Bingo

Lyall Taylor
@LT3000Lyall

BABA:

*Slowing revenue growth/maturing e-com pen; rising competition and falling market share.
*40% decline in core profitability in 3Q21.
*Run-rate core P/E probably about 40x post SBC with further significant declines possible.
*Regulatory risks/headwinds.
*Still over-owned.

I've been arguing for a while now people have been using inappropriately low forward P/E multiples for BABA, often arguing it's on <20x 2021, excluding substantial SBC and failing to account the earnings risks & reasons why the stock has been going down in the first place.

joshua tai
@JoshuaTai0427

$JD Health and $BABA AliHealth

$JD Health and $BABA Ali Health are $JD and $BABA's newest competition ground and the two biggest online medical platforms in China . Here is a thread on the things you need to know for $JD health and $Ali health.

Let’s get started! 👇👇

1. Problem
China have MANY medical problems. These include: poor structure of the Chinese medical system, inadequate/unequal resources, long waiting time, expensive medical services, sub-par medical quality and insufficient or unskilled medical staff.

2. Long waiting time
It is very inconvenient to visit a doctor in China unless you go to expensive private ones. There is not a clear distinction between a GP and a specialist, causing many elderlies, to crowd the hospital even when they only have a small medical issue.

2.1 A typical hospital visit in China may take up to 2-3 hours, half a day, or even a full day. You can basically image a Chinese hospital is like your favorite next door grocery stores constantly at 120%-200% capacity.

3. Medical Expenditure
Although the Chinese medical system has been improving, it is still unorganised and inefficient, causing medical services/medicine to be ‘expensive’, especially to low-income earners in China. Medical service is more expensive in China than the US % wise.

Green Ranger
@TheRetroRanger

@bkaellner @nedunchzlian But WE sadly dont know the size of the bet

Sharing one incident... After Modi's Trichy youth conference, the very next morning when police were clearing up their mini-control room, they found 5 strange boys who were roaming there with bags. When police enquired them "Sir, we are from Subramaniapuram in Trichy.

Whatever political meeting or conference is held in this ground, we come here on the same night or morning hours to collect the Liquor bottles to sell in the scrap shop for 50 paisa to 1 rupee per bottle and we used to earn Rs 200 to Rs 400 on each such event.

Even in the last DMK meeting the very next day we collected around 1500 bottles. But for Modi's BJP meeting, we could not find even a single bottle in the whole ground. We are coming around and around and not a single bottle in any corner of the G Corner ground in Trichy,

we are much disappointed, sir!". Police seem were stunned and pleasantly surprised. This is what Modi magic does in this nation. Modi is the one who can lead our nation and make everyone prosper with hardwork in right direction and proper approach.

This funny but interesting anecdote was published by a statewide local daily Dinamalar. I have just translated and posting it here for rest of the nation;

$Corey Haines \U0001f4a1$

Corey Haines 💡...
@coreyhainesco

I think I'm giving up on mainstream marketing content.

I'm giving up on social media consumption too.

So little substance.

Need to devote more time doing. More time creating.

Who needs another "5 ways to boost growth" post? I click and am disappointed every time. Not again.

I don't want to poop on content marketing, but marketers need to step it up.

Or at least, founders need to know that doing something is not always better than doing nothing.

Why is content marketing not as effective as it used to be? An innumerable amount of factors...

But one things for damn sure.

Things have to change.

Two of the chief sins:
1. Unoriginal research/story/study/etc
2. Not having anything more to add that's meaningful

Why blog/podcast/vlog/etc about something that's already been said? Already been done?

Do we really need another interview with founder of x hot startup? Do we really need another ultimate guide about facebook ads?

Not all content is like this...

Sometimes, you get an occasional piece that truly leaves you better off than you were before. That doesn't make you want to skim.

An original case study. A first time interview with a founder. An honest account of an experiment. An explanation of a change, shift, or realization.

$Anu Satheesh \U0001f1ee\U0001f1f3$

Anu Satheesh 🇮🇳...
@AnuSatheesh5

Samayapuram Mariamman Temple
#Trichy
#Tamilnadutemples 🚩

Samayapuram Mariamman Temple is located in Samayapuram of
Tiruchirappalli district. Mariyamman here is worshipped as Samayapurathal a form of Parashakti.
Amman vigraham here is made of sand and clay so

no abhishekam done to the main vigraham. Samayapuram Mariamman Temple is one of the famous Shakthi Sthal of Tamilnadu.

Story says that paramashiva created Kali, out of the poison that he drank during samudra mathanam. As Devi originated from the Kaalakoota/ halahala poison,

thus the name Kaali. Mariamman is believed to be a form of Kaali, and is also known as Mahamayi. It is also believed that Maharaja Dasharatha offered his prayers here.

Mariamman is Parashakti herself who blesses with prosperity and she is believed to cure all diseases.

Paramashiva, Mahavishnu and Brahma Deva are believed to have taken blessings of Mariamman here.

Om Shakti Para Shakti
🙏🕉🙏

Fidato
@tequieremos

A thread on the life and achievements of Muhiyudin Sayyid Abdul Qadir Jillani RadiAllah who served Islam infinitely as the Reviver (Mujadid) of the 11th Century!

Muhiyudin Sayyid Abdul Qadir Jilani (RA) was one of the greatest Islamic Saint, Scholar, and Jurist. The honorific Muhiyudin denotes his status with many Sufis as a "reviver of religion". Jilani refers to his place of birth. He also carried the epithet Baghdadi.

[1]

Sheikh Abdul Qadir Jilani was born on the eve of the 2nd of Ramadan 470 AH. His birth was a great blessing for the Ummah. It was the arrival of the Sultan al-Awliya (King of the Awliya) of that era, which had been foretold for centuries before his birth.

[2]

When Hazrat Abdul Qadir Jillani was asked by someone what brought him to his high spiritual level, he said, The truthfulness which I promised to my mother. He related the following story:
"One day, on the eve of Eid al-Adhā, I went to my mother, who was then a widow and..

[3]

..and requested her, 'Send me to the path of Truth, give me permission to go to Baghdad to acquire knowledge, to be with the wise and those who are close to Allah. She cried, but she brought out 80 pieces of gold, which was all that my father had left as inheritance.

[4]

Erik Torenberg
@eriktorenberg

1/ Some initial thoughts on personal moats:

Like company moats, your personal moat should be a competitive advantage that is not only durable—it should also compound over time.

Characteristics of a personal moat below:

I'm increasingly interested in the idea of "personal moats" in the context of careers.

Moats should be:

- Hard to learn and hard to do (but perhaps easier for you)
- Skills that are rare and valuable
- Legible
- Compounding over time
- Unique to your own talents & interests https://t.co/bB3k1YcH5b
— Erik Torenberg (@eriktorenberg) November 22, 2018

2/ Like a company moat, you want to build career capital while you sleep.

As Andrew Chen noted:

People talk about \u201cpassive income\u201d a lot but not about \u201cpassive social capital\u201d or \u201cpassive networking\u201d or \u201cpassive knowledge gaining\u201d but that\u2019s what you can architect if you have a thing and it grows over time without intensive constant effort to sustain it
— Andrew Chen (@andrewchen) November 22, 2018

3/ You don’t want to build a competitive advantage that is fleeting or that will get commoditized

Things that might get commoditized over time (some longer than

Things that look like moats but likely aren\u2019t or may fade:

- Proprietary networks
- Being something other than one of the best at any tournament style-game
- Many "awards"
- Twitter followers or general reach without "respect"
- Anything that depends on information asymmetry https://t.co/abjxesVIh9
— Erik Torenberg (@eriktorenberg) November 22, 2018

4/ Before the arrival of recorded music, what used to be scarce was the actual music itself — required an in-person artist.

After recorded music, the music itself became abundant and what became scarce was curation, distribution, and self space.

5/ Similarly, in careers, what used to be (more) scarce were things like ideas, money, and exclusive relationships.

In the internet economy, what has become scarce are things like specific knowledge, rare & valuable skills, and great reputations.

I had $BIDU at $185 as a trade during the Archegos blow up & sold a couple days later near $220~I’ve heard good things about $JD but not as informed on it at the moment & near fully invested so not much to throw into a new position 🤷🏼‍♂️

More from Baba

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I had $BIDU at $185 as a trade during the Archegos blow up & sold a couple days later near $220~

I’ve heard good things about $JD but not as informed on it at the moment & near fully invested so not much to throw into a new position 🤷🏼‍♂️