Barron’s cover story on Alibaba – couldn’t disagree more.

It often makes me laugh how the media makes these sensationalist headlines or dramatic cover stories,o ften lacking in true facts or correct fundamental analysis. I’m not going into a counter point analysis here, i will just say we think Barron’s is dead wrong about Alibaba. We think the cover story will actually mark close to a low in the stock and we are buying longer term Jan 2017 60 calls. – A final point, – if these journalists were so good at analysis they wouldn’t be journalists they would be a analyst or investment professional on Wall Street making 10x as much money. baba


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