I’ve given ValuationBot a fresh new look.
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I’ve given ValuationBot a fresh new look.
The product is still the same at its core, but the experience should now feel cleaner, easier to scan, and simpler to use.
Take a look the next time you log in.
15/ What would change my view:
cloud staying margin-dilutive while capex stays high, competition forcing structurally higher subsidies, or a material policy tightening.
At Rmb992, I’d buy.
The price assumes none of the upside shows up.
1/ Alibaba $BABA shares look undervalued.
At Rmb992 the share price implies a dull, capital-hungry future.
My intrinsic value is about Rmb1,245, or 26% upside.
Here’s the logic. 👇
1/ I reckon Stellantis $STLA shares are undervalued.
At €6.60, the company is priced for a future where profits stay broken.
I think that’s too bleak.
At this level I see about 315% upside if it merely returns to “normal” not “great”.
👇 Here’s the logic.
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