Howard Marks: "If it's cheap...

BABA was/is not about valuation, but about politics/delisting worries and the resulting unpredictability. Whether you calculate with 15x or 20x in such a case is irrelevant.

An amateur’s 2 (or rather 1) cent.

Stagnating growth and dropping profit have certainly played a big role in BABA’s decline, though the factors you mention are also important.