tag:blogger.com,1999:blog-7478408299955066555.post232504298630881559..comments2024-02-21T05:08:31.128-05:00Comments on Deep Throat: A Helping Hand.....Deep Throathttp://www.blogger.com/profile/02712515268051858186noreply@blogger.comBlogger16125tag:blogger.com,1999:blog-7478408299955066555.post-48646277330440829802018-02-06T12:07:52.936-05:002018-02-06T12:07:52.936-05:00Yup.....even Ben Affleck would have trouble deciph...Yup.....even Ben Affleck would have trouble deciphering this mess.....LOL<br /><br />Thanks for the kind words.....Deep Throathttps://www.blogger.com/profile/02712515268051858186noreply@blogger.comtag:blogger.com,1999:blog-7478408299955066555.post-19929034982007340432018-02-06T12:00:42.017-05:002018-02-06T12:00:42.017-05:00All those dopey LinkedIn posts where Mr. Ma swears...All those dopey LinkedIn posts where Mr. Ma swears by hiring people smarter than himself. I see why now. Who could possibly understand BABA's financials other than that dude in The Accountant or you? Keep the hits coming. Peace! --Another Simple Man W/ Limited VisionAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-7478408299955066555.post-48772604827783584532018-01-15T13:50:37.037-05:002018-01-15T13:50:37.037-05:00I've begun to believe that these announcements...I've begun to believe that these announcements, like the relentless effort to root out fake merchandise in the Alibaba ecosystem, and the NBS never failing to hit the 7% growth target, are similar to OJ's efforts to "find the real killers".....I'm sure they are all doing their best...LOL Deep Throathttps://www.blogger.com/profile/02712515268051858186noreply@blogger.comtag:blogger.com,1999:blog-7478408299955066555.post-16375976188036004852018-01-09T06:00:16.094-05:002018-01-09T06:00:16.094-05:00It may get interesting now:
https://www.bloomberg....It may get interesting now:<br />https://www.bloomberg.com/news/articles/2018-01-08/jack-ma-s-debt-giant-grinds-to-halt-as-china-curbs-micro-loansAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-7478408299955066555.post-10644688463120964892017-12-17T21:33:03.280-05:002017-12-17T21:33:03.280-05:00Thank you. It is always refreshing to discover a w...Thank you. It is always refreshing to discover a well- articulated, factually documented, contrarian view. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7478408299955066555.post-45712347041050446782017-12-12T11:57:05.800-05:002017-12-12T11:57:05.800-05:00Thanks for reading my work! As Tim Culpan puts it...Thanks for reading my work! As Tim Culpan puts it, the moniker is "unoriginal"....I can't argue that, but it seems to work for me.<br /><br />I remember watching the Water Gate hearings on TV with my Dad when I was young man. Fascinating. The memory stuck with me.<br /><br />When you Google the blog, make sure to type the full "Deep Throat IPO" in the search bar. There's enough out there now that it should come up without incident.<br /><br />Finally....you shouldn't be reading my stuff when you're on the clock!......LOL<br /><br />All the best.<br /><br />DT-IPODeep Throathttps://www.blogger.com/profile/02712515268051858186noreply@blogger.comtag:blogger.com,1999:blog-7478408299955066555.post-81914199014812994482017-12-12T04:22:40.880-05:002017-12-12T04:22:40.880-05:00Hello, very much enjoy your blog. thank you.
Jus...Hello, very much enjoy your blog. thank you. <br /><br />Just a suggestion but have you considered changing the name. For a UK audience it doesn't pass many company firewalls so the audience is not as broad as it might be? <br /><br />Great stuff. Thank you Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7478408299955066555.post-29907266743547658812017-12-08T13:06:22.509-05:002017-12-08T13:06:22.509-05:00LOL.....I never get angry. It clouds my judgement...LOL.....I never get angry. It clouds my judgement! <br /><br />Yup....the BABA PR department got this thing a beautiful rating....and it's oversubscribed to boot!<br /><br />I should clarify, the "junk" rating is mine and mine alone. As far as ratings, and you can check it, as I'm sure the BABA PR department will, pointing out my error if I'm incorrect.<br /><br />I believe S&P had upgraded Enron's last issue to A+ just a week prior to the first bankruptcy filing. That's right, the dreaded "vote of confidence".<br /><br />The more things change.......Deep Throathttps://www.blogger.com/profile/02712515268051858186noreply@blogger.comtag:blogger.com,1999:blog-7478408299955066555.post-69660853734660588062017-12-08T10:56:58.449-05:002017-12-08T10:56:58.449-05:00Thanks.....the article articulates Alibaba's m...Thanks.....the article articulates Alibaba's major "closet" business segment....winding down the insolvent Chinese economy: <br /><br />"Online auctions are a good way to handle the property of bankrupt firms," Long Guangwei, the court's vice president, told Xinhua. <br /><br />There's much more untapped "GMV" in this segment than is described in the quarterly Investor Call discussion of toasters, socks, underwear and toiletries....<br /><br />Odd that they haven't even mentioned these 500,000+ listings in their filings...don't you think?<br />Deep Throathttps://www.blogger.com/profile/02712515268051858186noreply@blogger.comtag:blogger.com,1999:blog-7478408299955066555.post-15176965291585349132017-12-07T23:54:38.862-05:002017-12-07T23:54:38.862-05:00Just a point of order which may make you even angr...Just a point of order which may make you even angrier .. the BABA bond issue is far from junk status. In fact it has an A1/A+ (Moodys/S&P) rating which makes it the best rated non (officially) government linked corporate bond issuer out of China. Sadly it may be some time before this Ponzi comes crashing down.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7478408299955066555.post-83964613446156439692017-12-07T21:15:03.017-05:002017-12-07T21:15:03.017-05:00Avid reader here. Just came across this counterpoi...Avid reader here. Just came across this counterpoint, so I thought I'd worth highlighting. <br /><br />http://www.businessinsider.com/boeing-747-jets-sold-on-chinese-website-taobao-for-48-million-2017-11<br /><br />Doesn't change much in the overall scheme of things, though. Bennyhttps://www.blogger.com/profile/17042061819569774841noreply@blogger.comtag:blogger.com,1999:blog-7478408299955066555.post-2111518913302558822017-12-05T11:38:07.040-05:002017-12-05T11:38:07.040-05:00Agreed 100%...integrity can be very expensive.Agreed 100%...integrity can be very expensive.Deep Throathttps://www.blogger.com/profile/02712515268051858186noreply@blogger.comtag:blogger.com,1999:blog-7478408299955066555.post-70995578612970557772017-12-05T11:33:12.601-05:002017-12-05T11:33:12.601-05:00Yes....You've got it. We have no idea as to h...Yes....You've got it. We have no idea as to how the mechanics of the relationship works. That's the main point. Thanks for reading my work, you're the best!Deep Throathttps://www.blogger.com/profile/02712515268051858186noreply@blogger.comtag:blogger.com,1999:blog-7478408299955066555.post-12802606756034686642017-12-05T11:27:17.305-05:002017-12-05T11:27:17.305-05:00Great article, but I think you underestimate the i...Great article, but I think you underestimate the incentives of the analysts and banks by even jokingly encouraging them to take more responsibility. The reality is that no one at the big banks would ever want to alienate the Chinese because China has been known to retaliate, and no bank wants to be cut off from deal flow in the world's second largest economy. These people would be fired from their own companies if they said anything wrong.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7478408299955066555.post-75952229093873476312017-12-05T10:18:03.965-05:002017-12-05T10:18:03.965-05:00The section on accounting for cash escrow service ...The section on accounting for cash escrow service doesn't make any sense. Ant Financial / Alipay is a separately non-consolidated entity where these accounting entries would take place. You would not see any Alipay-related balance sheet items on Alibaba's balance sheet.Maknoreply@blogger.comtag:blogger.com,1999:blog-7478408299955066555.post-74821853107567315252017-12-04T10:08:22.523-05:002017-12-04T10:08:22.523-05:00Fantastic as usual. Ignore the inevitable trollbot...Fantastic as usual. Ignore the inevitable trollbots, I'm seeing your blog and discussion of it spread in a way it hasn't before (you're obviously aware). I read the counterarguments, but nobody can answer your basic questions, and I've yet to see anybody on the bullish side get anywhere near as deep as you into the truly WTF biz model BABA has ("selling" failed construction projects, etc.)MungerFanhttps://www.blogger.com/profile/06984909290765667656noreply@blogger.com