051: Alibaba Stock Analysis With Investing With Tom - a podcast by Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai.

Who is Investing With Tom?

Tom's background with Alibaba.

Cloning Charlie Munger and Mohnish Pabrai.

The size of our Alibaba bets.

Looking at Alibaba's businesses and moat.

Analyzing Alibaba's competition.

How Ant Group and Alipay factor into the Alibaba investment.

Alibaba discounted cash flow and margin of safety analysis.

Any concerns about regulation?

The runway and what the plan is here.

Investing With Tom YouTube Channel - https://www.youtube.com/c/InvestingwithTom

The Investing with Tom Podcast - https://theinvestingwithtompodcast.buzzsprout.com/

Further episodes of After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments

Further podcasts by Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai.

Website of Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai.