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Valuentum Commentary
Sep 14, 2015
The Puzzling Attack on Alibaba
Alibaba is not a “dot-bomb” like the infamous blow-ups in the US in the late 1990s/early 2000s. The Chinese e-commerce giant is significantly profitable and free cash flow positive, and growth prospects are tremendous. Calling for a ~15 times multiple on next year’s earnings, as a large publisher has done, where next year’s earnings are but a fraction of the company’s earnings power 5-10 years from now is an attempt, in our view, to punish the stock at a vulnerable time when global economies are shuddering and the Chinese equity markets continue to face immense pressure. Our estimate of the firm’s long-term intrinsic value is significantly higher than its current market price, but the mounting proliferation of fear may very well hurt shares in the near term. Aug 5, 2015
Assessing the Fallout from the Collapse in China’s Stock Market...Thus Far
We think the implications will be material, though we’re not sure of the magnitude just yet. Mar 5, 2015
These Valuations Are Embarrassing
Airbnb? Uber? Xiaomi? Palantir? What? Jun 22, 2014
Valuentum Economic Castle™ Rating Update
Members should expect the initial Economic Castle™ ratings. Apr 25, 2014
Baidu’s Internet Presence in China Is Phenomenal
We continue to like Baidu as a holding in the Best Ideas portfolio. Mar 23, 2014
Baidu Dollars Likely Shifting to Alibaba Near Term; Raising Our Fair Value of Yahoo
The excitement surrounding the initial public offering of Alibaba may pressure peers such as Baidu as investors raise capital for the offering in the near term. We continue to be optimistic about Baidu's long-term growth potential, however, and the company remains a holding in the Best Ideas portfolio. We've updated our valuation of Yahoo. Jan 30, 2014
Sign of the Times: Facebook Soars, Yahoo Sours
Facebook continues to impress, while Yahoo can’t seem to turn the corner. Oct 4, 2013
Plenty of Growth Ahead for Chinese Internet Companies
Let's take a look at a number of Chinese firms making headlines. Latest News and Media The High Yield Dividend Newsletter, Best Ideas
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