Ali Baba blows it away

…and is rewarded with a pull back in the stock price for another attractive entry/top up position. I’m considering topping up again!
The business is growing at 55% which blew away expectations (although later on the street realized this was down from 75% growth in the previous quarter which was never going to be maintained). The new cloud and digital media business are roaring ahead and likely to turn profitable soon.

We already know what the end point looks like for this:- it looks like AMAZON, EBAY, PPAL rolled in together which nicely de-risks the business model investments. This will be larger than AMAZON and it the entry price is years behind where AMAZON is now.

http://seekingalpha.com/article/4018281-alibaba-group-holdin…

http://seekingalpha.com/news/3219750-alibaba-group-plus-2_8-…

http://seekingalpha.com/article/4018261-alibaba-group-holdin…

Ant

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