Will China's Tech Regulations Destroy or Help Alibaba? (Tom Russo's BABA Insights Explained)

ByCJ Wilson

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Will China's Tech Regulations Destroy or Help Alibaba? (Tom Russo's BABA Insights Explained)

In this video I discuss the super investor Thomas Russo’s recent investor letter in which he covers his recent investment in Alibaba (NYSE:BABA). He discusses the overview of the business and some valuation metrics to consider. Most importantly he discusses the recent regulatory environment in China and how these might positively or negatively impact Alibaba’s business in the long term. I briefly discuss Russo’s value investing philosophy and performance before diving into BABA’s business and the impact regulations might have. Tom Russo has beaten the market (S&P 500) over his 31 year career.

Thomas Russo’s Investor Letter: https://moiglobal.com/wp-content/uploads/Semper-Vic-Partners-LP-Letter-to-Investor-August-2021.pdf

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Please like the video and subscribe to the channel to stay up to date with more investing videos. Thank you for watching! If you liked this video, please check out my discussion of Nick Sleep’s chapter in the book Richer, Wiser, Happier by William Green https://youtu.be/qznsuHPYq1k

Timestamps:
02:05 – Performance and Letter Overview
03:25 – Discussion of BABA’s Business
05:20 – Russo on Chinese Regulations

Connect on Twitter: https://twitter.com/heycjwilson

Note: This is not investment advice! This video is for education and entertainment purposes only.



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