AABA - After The Crash: Hold Or Fold?
Thesis
Alibaba's (BABA) shares declined substantially over the last couple of months, primarily due to trade-war worries and a broad sell-off in Chinese equity markets.
Due to being a consumer-centric company with a clear focus on the Chinese market, the trade war will not have a large impact on Alibaba, though. Alibaba remains a fast-growing e-commerce and tech company with a dominant market position.
Its fast growth, as well as its equity stakes in valuable companies such as Ant Financial, is why I believe that shares are undervalued at the current price. Alibaba