Bullish on BABA Sep 2014
I’ve been using the Alibaba (and more recently the AliExpress platform) for the last five years. I was incredibly excited to get access to their prospectus and being able to pore over the business in detail from the the boards position. From a personal experience there are four key points, highlighted below, on why I’m bullish on Alibaba.
Alibaba will change eCommerce. Worldwide.
I’ve noticed a fascinating pattern emerging with consumer products from China. The quality and design of Chinese made has improved significantly over the last few years with manufacturers finding some product design mojo. In recent times we’ve...