tag:blogger.com,1999:blog-7478408299955066555.post2013548618026289245..comments2024-02-21T05:08:31.128-05:00Comments on Deep Throat: Alibaba Q3 Earnings Call:Deep Throathttp://www.blogger.com/profile/02712515268051858186noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-7478408299955066555.post-65516827649923850182019-02-18T12:47:24.495-05:002019-02-18T12:47:24.495-05:00total equity went up 80bn CNY YoY but they investe...total equity went up 80bn CNY YoY but they invested 135bn CNY... Where did the 55bn go?Strategic macrohttps://www.blogger.com/profile/13718957223946001551noreply@blogger.comtag:blogger.com,1999:blog-7478408299955066555.post-73966533501821142522019-02-12T18:16:40.858-05:002019-02-12T18:16:40.858-05:00Really? Koubei? It's stunning that you're ...Really? Koubei? It's stunning that you're still one of only a handful of people who get BABA right.MungerFanhttps://www.blogger.com/profile/06984909290765667656noreply@blogger.comtag:blogger.com,1999:blog-7478408299955066555.post-44098748111450782012019-02-08T16:36:14.763-05:002019-02-08T16:36:14.763-05:00Just an FYI. PPE purchases were $600M Q/Q not $1.5...Just an FYI. PPE purchases were $600M Q/Q not $1.5B in point 3 above. Also, point 4 is extremely misleading/inaccurate. SBC is 22% of Net Income or 5% of revenue which is not all that dissimilar to global peers. <br /><br />Actually, it was a really good quarter considering China's slowdown. <br /><br />Justinnoreply@blogger.comtag:blogger.com,1999:blog-7478408299955066555.post-84383806833501817192019-02-01T22:13:01.496-05:002019-02-01T22:13:01.496-05:00Regarding your update, Kubei is not just a "m...Regarding your update, Kubei is not just a "money-losing business".... From Maggie Wu in the conference call:<br />"Koubei had a very limited impact to our local consumer service revenue this quarter."<br /><br />They barely had any revenue at all... but hey that's gotta be worth at least $4 billion right?Samnoreply@blogger.com