Alibaba: What Living In China Taught Me Over The Past Decade And Why I Am Buying

  • Alibaba has transformed from an empire builder to a leaner, value-focused company, prioritizing shareholder returns with buybacks and dividends. Despite U.S.-China tensions, Alibaba's diversified ecosystem, low U.S. exposure, and strong balance sheet provide a cushion against potential risks. Alibaba's core e-commerce platforms remain highly profitable, while investments in cloud, AI, and international expansion offer significant growth potential.