SamSuka
The Long Investor
The Long Investor

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$BABA TOP 20

$BABA This is very straightforward for $BABA now:

2021 Free Cash Flow level was $27 Billion

2022 Free Cash Flow level was $13 Billion

2023 Free Cash Flow level was $24 Billion

And the share price pulled back hard because of this 2022 dip in FCF.

If they finish 2024 above $28 Billion Free Cash Flow their share price will return to the mean reversion zone as shown, above $140.

80% Potential upside if management can execute their recovery now, at a minimum.

$BABA TOP 20

Comments

Been waiting for this for almost 3 years

Chris H

Ready to add again after thr strong add I recently did at 68-69.

Federico Salerno

I'll certainly be adding on a pull back

Gareth Neary

Waiting for retest 77$ to add or not?

Matt


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