Alibaba Earnings - Return to Growth! | BABA Stock

This episode includes a summary and thoughts on the Alibaba June Quarter 2023 Results, in the context of the current China economic backdrop and the huge drop BABA stock has had since its peak in late 2020. Timestamps 00:00 Alibaba earnings in the China economic context 01:55 High level financial results - growth and efficiency 03:58 Cash flow and cash allocation 07:14 Individual business segments intro 07:30 Taobao and Tmall Group 08:51 Alibaba International Digital Commerce Group 09:32 Local Services Group 09:58 Cainiao Smart Logistics Network 10:38 Cloud Intelligence Group 11:44 Digital Media and Entertainment 12:25 All Others segment 12:45 Final thoughts on the Alibaba Results Related episodes: Alibaba Reveals Break-Up Plan | Big BABA Stock Upside? https://youtu.be/spwgEGJlxmc?si=JSvlBYfVY8eyWvL0 Alibaba Update: Cloud Spinoff & More Coming https://youtu.be/KBQBNM_-icI?si=8i7oVVANrZUH3yuI Alibaba Full Year Earnings Update | BABA Stock https://youtu.be/caAUsjmMGRw?si=sm-y8SCrGg4B6K9u The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 Using a referral link helps support the show, thanks! I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.