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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Timestamps:
02:05 – Performance and Letter Overview
03:25 – Discussion of BABA’s Business
05:20 – Russo on Chinese Regulations
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Note: This is not investment advice! This video is for education and entertainment purposes only.
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