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Olga Usvyatsky's avatar

"Alibaba is just too darn complicated, starting with the footnotes." - that's the key, complexity is a big red flag. Alibaba was not alone in the too-complex-to-invest-in camp - e.g., GE.

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Rjnewman's avatar

Excellent work. As usual there are bulls everywhere and a just a few bears that do homework. The market is full of chart watchers and momentum players who have little idea of fundamentals or valuation. CEO's are geniuses until their stock goes down. Of course the compensation of management and the bulls that hold the security have a vested interest in touting.

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