Daily Compounding
@DailyCompoundng
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Private Equity principal, former hedge fund analyst, investing in stocks and SMBs
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Joined June 2022
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EXCLUSIVE: KEN GRIFFIN'S HEDGE FUND CITADEL ADVISORS HAVE INCREASED THEIR $BABA POSITION 835%
THEY NOW OWN MORE THAN $230M IN THE STOCK
FOLLOW
@DAILYCOMPOUNDNG
FOR MORE EXCLUSIVE NEWS TO DROP TODAY
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Jack Ma: “The $BABA group has returned to the path of profitable growth and the AI era has just arrived” 🔥
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EXCLUSIVE NEWS: HOWARD MARKS AT OAKTREE BACK INTO $BABA WITH A NEW $9M+ INITIAL POSITION (PREVIOUSLY EXITED IN 2020)
HE ALSO INCREASED HIS $JD POSITION TO $63M!
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BREAKING: DAVID TEPPER AT APPALOOSA INCREASING HIS $BABA POSITION 21% TO $337M!
IT IS NOW THE 6TH BIGGEST POSITION IN HIS PORTFOLIO
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David Tepper at Appaloosa going big into $BABA with a $400 million position
Don’t bet against Tepper
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JUST IN: GOLDMAN SACHS SAYS CHINA STOCKS MAY RISE BY 40% ON MARKET REFORMS AS UBS GOES OVERWEIGHT ON MAINLAND, HONG KONG SHARES
$BABA $JD $PDD $KWEB $TCEHY
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BLOOMBERG NOW OUT WITH POSITIVE NEWS ON $BABA
TIDE TURNING 🌊?
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BREAKING: SOMETHING IS HAPPENING IN CHINESE STOCKS BUT I DON'T KNOW WHAT 🐲🔥
$BABA $KWEB $JD $PDD
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Let’s be clear:
- the $BABA downtrend started with the cancelled Ant IPO
- the new uptrend will logically start with the end of the Ant crackdown, which happened on Friday
Likely we have seen the bottom now
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Goldman Sachs with a Bull case of $191 per share on $BABA and a Base case of $134
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This is why I have so much money in Chinese stocks: they are dirt cheap!
Long $BABA, $JD, $PDD, $KWEB
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Here is my current portfolio: $BABA, $META, $JD, $PDD, $LVMHY, $SNOW, $MSFT
What do you guys think? Should I trim a bit my Meta position?
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SUPER EXCLUSIVE: NORGES BANK, THE CENTRAL BANK OF NORWAY, BOUGHT $300M+ OF $BABA SHARES IN Q4
WHAT IS GOING ON?
FOLLOW
@DAILYCOMPOUNDNG
FOR MORE EXCLUSIVE NEWS TO DROP TODAY (INCLUDING ON $JD)
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CHINESE STOCKS: LET THE DRAGON LOOSE 🔥🐲🔥
$BABA $JD $KWEB $PDD $NIO
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CHINESE LEADER XI JINPING MET WITH AMERICAN BUSINESS LEADERS IN BEIJING, INCLUDING BLACKSTONE’S STEPHEN SCHWARZMAN AND QUALCOMM’S CRISTIANO AMON
THE COUNTRY IS PLANNING “MAJOR MEASURES TO COMPREHENSIVELY DEEPEN REFORMS” AND BUILD A “FIRST-CLASS BUSINESS ENVIRONMENT”
$KWEB $BABA
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TO ALL THE $BABA NAYSAYERS:
- 7% YOY REVENUE GROWTH IS AMAZING
- DON'T FORGET THAT PEOPLE WERE ASKING NOT SO LONG AGO WHETHER THE COMPANY WOULD EVER GROW AGAIN
- MISSING EARNINGS PER SHARE BY 2 CENTS IS NOT IMPORTANT AT ALL, THE KEY IS REVENUE GROWTH
- I AM BUYING MORE
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LET ME TELL YOU THIS: CHINESE STOCKS ARE A ONCE-IN-A-GENERATION BUYING OPPORTUNITY
$KWEB $BABA $JD $PDD $TCEHY $XIACY
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OVERSEAS INVESTORS’ APPETITE FOR CHINESE STOCKS CONTINUES TO RECOVER AFTER SECOND MONTH OF BUYING IN MARCH
SENTIMENT IS SHIFTING AND PORTFOLIO ALLOCATIONS TO CHINA ARE RISING, HSBC STRATEGIST SAYS
$KWEB $BABA $JD $PDD
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CNBC NOW PUBLISHING POSITIVE NEWS ON $BABA?
WE ARE SO BACK
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LET ME TELL YOU THIS MY $BABA AND $KWEB FRIENDS:
XI JINPING AND THE CCP ARE GOING TO PUMP THE SHIT UP OUT OF CHINESE STOCKS DURING THE YEAR OF THE WOOD DRAGON
MARK MY WORD 🐲
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MONEY MANAGERS TURNING POSITIVE ON CHINA 🇨🇳
$KWEB $BABA $JD $PDD $TCEHY $XIACY
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JUST IN: STEVE COHEN'S POINT72 HEDGE FUND HAS PURCHASED 3.7M SHARES OF $NIO IN Q4
ARE WE NEARING A BOTTOM ON THE STOCK?
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IMAGINE SHORT SELLERS' FACES WHEN THEY REALIZE $BABA IS A CLOUD AND AI COMPANY 👹
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$BABA says its Tongyi Qianwen AI models are used by over 90,000 corporate clients in China
The company’s LLM series, also known as Qwen, is in industries ranging from consumer electronics to cars with clients that include Xiaomi
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BLOOMBERG: CHINA’S NATIONAL TEAM IS BACK AT WORK AS STOCK TRADING RESUMES
WE ARE SO BACK
$KWEB $BABA $JD
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BELIEVE
@GURGAVIN
WON’T BE A REAL $BABA BULL UNTIL HE FOLLOWS THIS ACCOUNT
CAN ALL THE $BABA BULLS RETWEET?
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WELCOME TO THE YEAR OF THE DRAGON 🐲🔥
$BABA $JD $WB $KWEB
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EXCLUSIVE: THE BEHEMOTH CANADA PENSION PLAN INVESTMENT BOARD ACQUIRED 3,600,000 SHARES OF $BABA IN Q4 (YES, YOU READ THAT RIGHT)
SHOULD MAKE
@GURGAVIN
HAPPY 🇨🇦
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ARE CHINESE TECH STOCKS VALUE PLAYS OR VALUE TRAPS AT THIS POINT? $BABA $JD $TCEHY
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$BABA REPORTING EARNINGS TOMORROW
AND DOING OK OVERNIGHT IN HONG KONG 🐲
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Good morning to everyone except those who sold their $BABA shares yesterday
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BREAKING: $BABA AND $JD GOING UP ON NO NEWS
OR DID I MISS SOMETHING? 🤔
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That's why 50% of my liquid net worth is invested in Chinese stocks at the moment, such as $BABA, $JD and $KWEB
Powerhouse + Cheap valuations = $$$
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Me on Friday when $BABA is up 1% and the Nasdaq is down 1%
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BREAKING: LEGENDARY HEDGE FUNDS MILLENNIUM MANAGEMENT AND TWO SIGMA HAVE MASSIVELY INCREASED THEIR $JD STAKES
THEY NOW OWN TOGETHER $275M IN THE STOCK
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JUST IN: CHINA’S ‘NATIONAL TEAM’ SEEN STEPPING UP STOCK MARKET INTERVENTION
‘IN THE NEAR TERM, THE NATIONAL TEAM IS STILL LIKELY TO BUY STOCKS TO CREATE A FLOOR FOR INDEX LEVELS,’ JULIUS BAER’S RICHARD TANG SAYS
WHY WOULD YOU NOT BUY STOCKS LIKE $BABA AND $JD?
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My wife: why do we have so much money in $BABA and $KWEB?
Me:
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EVERYBODY JUST CALM DOWN - $BABA $JD $KWEB
BREAKING: DAVID TEPPER AT APPALOOSA INCREASING HIS $BABA POSITION 21% TO $337M!
IT IS NOW THE 6TH BIGGEST POSITION IN HIS PORTFOLIO
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For those asking, here is the Goldman Sachs investment thesis on $BABA:
Alibaba Group is China's largest eCommerce platform, with multiple business flywheels across online/offline retail, cloud computing, logistics, local service and media entertainment etc. after both offensive
Goldman Sachs with a Bull case of $191 per share on $BABA and a Base case of $134
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Strong data coming from China 🐲
$BABA $JD $KWEB $NIO
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HONG KONG STOCKS LEAPT AT THE OPEN AFTER CHINA’S MARKET REGULATOR UNVEILED A SERIES OF MARKET REFORMS LATE ON FRIDAY 🔥
$KWEB $BABA $JD $PDD
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$BABA'S ALIEXPRESS BECOMES FIRST EXCLUSIVE E-COMMERCE PARTNER OF UEFA EURO 2024
“AS FOOTBALL ENTHUSIASM SPREADS ACROSS EUROPE, WE WILL BRING FANS EVEN CLOSER TO THE ACTION, WITH GREAT DEALS, AS WELL AS INTERACTIVE GAMES AND THE CHANCE TO WIN FANTASTIC PRIZES”
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PIMCO AND AMUNDI, TWO OF THE BIGGEST ASSET MANAGERS WORLDWIDE ARE BULLISH ON CHINA
AND YOU, ARE YOU BULLISH?
$KWEB $BABA $JD $PDD $TCEHY $NIO
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ANT GROUP EXPANDING INTERNATIONALLY AS PER BLOOMBERG
OCEANBASE COULD BE HUGE FOR $BABA 🌊
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Should I add to my $BABA position?
Risk/reward seems outstanding
Here is my current portfolio: $BABA, $META, $JD, $PDD, $LVMHY, $SNOW, $MSFT
What do you guys think? Should I trim a bit my Meta position?
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Pretty good week thanks to $BABA, $JD and some other Chinese names 🥹
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Conclusion on the Ant Group’s IPO seems to be clear: (i) they are working on it but (ii) they can’t talk about it yet $BABA $KWEB
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LET'S BE HONEST: SLIGHTLY DISAPPOINTING $BABA RESULTS
AM STILL A STRONG BULL WITH A BASE CASE TARGET PRICE OF $120 BUT THEY NEED TO GET MORE AGGRESSIVE WITH THEIR BUYBACK PROGRAM
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Good morning to everyone celebrating the year of the dragon 🐲🔥 $BABA $JD
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SCMP: CHINESE START-UP MOONSHOT AI RAISES US$1 BILLION IN FUNDING ROUND LED BY $BABA AND VC HONGSHAN AMID STRONG INTEREST FOR OPENAI-TYPE FIRMS
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My 1-year target on $BABA: $134
Downside case: $60
Risk/reward: 3.5
(+75% vs. -21%)
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Good morning to all my $BABA and $KWEB followers 🇨🇳🐲🔥
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"I don't just think that $BABA is the better value vs $AMZN, I think it is the better product, period."
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Just a reminder that SoftBank’s stake in $BABA is meaningfully smaller than what it was over the last two years and their forward sales to banks have already been done – this is a non-event but of course the media love it
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Good morning $BABA shareholders – question now is not whether the stock is going higher, question is whether you have what it takes to hold it through thick and thin, come hell or high water 🔥🌊
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HUGE 🔥: JORGE PAULO LEMANN’S LEGENDARY 3G CAPITAL HAVE OPENED A $JD POSITION IN Q4!
WE ARE WALKING IN THE FOOTSTEPS OF GIANTS HERE
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BOOKMARK THIS POST ON $BABA AND $KWEB AND LOOK BACK AT IT IN 6 MONTHS 👇
LET ME TELL YOU THIS MY $BABA AND $KWEB FRIENDS:
XI JINPING AND THE CCP ARE GOING TO PUMP THE SHIT UP OUT OF CHINESE STOCKS DURING THE YEAR OF THE WOOD DRAGON
MARK MY WORD 🐲
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Did some research and here are the most undervalued Internet companies we could find (criteria: should have grown at least 10% CAGR over 5Y) – highlighting in bold the ones we own or are about to buy – time to deploy some fresh capital 🪙🔥 $BABA $WB $BIDU $VIPS $META $GOOGL
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Ken Fisher: "Chinese stocks will rebound with or without more stimulus. What many miss is that the Chinese economy doesn’t need that much help now. Re-openings will provide all the juice needed to get businesses humming again" $BABA $KWEB
@caixin
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BLOOMBERG: SEVERAL EXCHANGE-TRADED FUNDS IN CHINA TRACKING THE NATION’S STOCKS SAW A SURGE IN TURNOVER ON THE FIRST TRADING DAY AFTER THE LUNAR NEW YEAR HOLIDAY, A LIKELY SIGN THAT STATE-BACKED FUNDS CONTINUE TO SUPPORT THE MARKET
$KWEB $BABA $JD
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COMING AS NO SURPRISE AS THE CHINA NATIONAL TEAM IS BEHIND SOME OF THE BIGGEST PURCHASES IN THE ONSHORE MARKET THIS YEAR
AS A REMINDER $BABA AND $JD ARE LISTED IN HONG KONG AS WELL
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Chinese companies like $BABA are still meaningfully undervalued with the worst now behind 🇨🇳
$KWEB
@ahern_brendan
@KraneShares
@CNBC
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Hong Kong stocks on course for their biggest monthly gain since 2022
We are now on track to close in bull market territory 🐂🔥
$BABA $JD $PDD $KWEB
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TREASURY SECRETARY JANET YELLEN WILL TRAVEL TO CHINA FOR HIGH-STAKES MEETINGS THIS WEEK
SHE WILL TEACH THEM HOW QE INFINITY WORKS: "JUST PRINT MONEY AND BUY EVERYTHING"
$KWEB $BABA $TCEHY $JD
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Me: 2024 to finally be the year for $BABA
Xi Jinping:
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XI JINPING TO CHINA’S CENTRAL BANK: RESTART TREASURY-BOND TRADE, AFTER 2-DECADE HIATUS
PRESIDENT XI HAS TOLD CHINA’S FINANCIAL CADRES THAT ACTIVE MONETARY POLICY TOOLKIT MUST INCLUDE A CONTROVERSIAL MEANS OF INJECTING LIQUIDITY INTO THE ECONOMY
PROBABLY NOTHING 👀
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JUST IN: LAZARD ASSET MANAGEMENT PURCHASED MORE THAN 4 MILLION $JD SHARES IN Q4
THAT'S ROUGHLY $100M
FOLLOW
@DAILYCOMPOUNDNG
FOR MORE EXCLUSIVE NEWS TO DROP TODAY (INCLUDING $JD)
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Good Tencent $TCEHY results this morning – hopefully amazing results for $BABA as well
We will know soon
ALIBABA EARNINGS WILL BE OUT IN EXACTLY 11 HOURS
I AM READY $BABA
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DON’T TRY TO SHORT $BABA AT HOME WITHOUT ADULT SUPERVISION
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JUST IN: BANK OF MONTREAL ACQUIRED 6 MILLION SHARES OF $BABA IN Q1 2024
THAT’S A COOL POSITION OF HALF A BILLION DOLLAR
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1999 Barron’s article on Buffett titled “What’s wrong, Warren?” – only a few months before the Dotcom bubble popped
$BRK shares were down quite a bit in 1999 and therefore easy for the media to forget that, in the long run, the market is a weighing machine
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David Tepper recently took a big position in $BABA – here are 10 interesting facts that you might not know about this hedge fund legend:
1. Early Life: David Tepper was born on September 11, 1957, in Pittsburgh, Pennsylvania. He graduated from the University of Pittsburgh with a
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THINGS STARTING TO MOVE AT THE ANT GROUP 👀
I WILL DEFINITELY BUY SHARES AT THE IPO, IN ADDITION TO MY OWNERSHIP THROUGH $BABA
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QE COMING TO CHINA SOON? 🇨🇳
$KWEB $BABA $JD $PDD $NIO $LI $XPEV $BIDU
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Probably just the beginning of a massive bull market $BABA $KWEB
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More than half of consumers recently surveyed in China said they use Alipay daily – the Alipay app, which has about 1.2 billion users globally, is one of the most widely used digital wallets in China $BABA $KWEB
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Have to agree $BABA
$BABA Earnings this Tuesday.
Chart looking the healthiest it’s looked in the last 12 months.
Buy.
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Ridiculous how much money I made in $META over the past 7 months
Time to move on
Where should I reinvest the profits?
Don’t tell me $BABA, already own too much of it
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In case you need it at some point, the Ant's Group HK ticker will be $6688 – hypothetically only of course $BABA $KWEB
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THIS IS HOW YOU MAKE MONEY LONG TERM IN THE STOCK MARKET 👇 $BABA
I started a position in $JD yesterday & also added a bit to $TCEHY & $BABA.
With sentiment near ATLs + dirt cheap valuations + managements willingness to focus on returning cash to shareholders (via buybacks/dividends)…
It’s very difficult to ignore Chinese equities ATM.
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Good morning to everyone except those who don’t own Chinese stocks 👀 $BABA $KWEB
JPMorgan Asset Management is doubling down on China tech stocks after enduring a tumultuous selloff, betting that a wind-down of regulatory crackdowns and attractive valuations will pay off big
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“JACK, WHY IN HELL WOULD YOU CRITICIZE THE REGULATORS A FEW DAYS BEFORE THE BIGGEST IPO EVER?” $BABA
#ANT
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US markets closed today – Alibaba’s $9988 closed at $104.40 in HK implying a price of ~$107 for $BABA in the US
Where does the price go once the US remove their tariffs, the Ant IPO is approved and Covid is over? $200? $300? $KWEB
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Some of Wall Street’s biggest brokerages have reiterated their bullish calls for $BABA, suggesting more gains may be in store after the e-commerce giant surged from a mid-March low.
More than 10 brokerages, including $C and $GS, have reinforced their buy calls over the past week
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WILL DROP SOME EXCLUSIVE NEWS ON $JD LATER TODAY
$KWEB $BABA $PDD
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This is what efficient markets look like
$META trading above 20x EV/EBIT, then going to 6x, just to go back above 20x a few months later
Mr Market is nuts
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