Alibaba the octopus
On China’s regulatory crackdowns, the history of Alibaba, the arms of the octopus, how Alibaba monetizes its ecosystem, the moat, how Alibaba could fail, how I would value the company, and a note on position sizing.
This guide covers
This is a complete list of articles I have written on the subject.
On China’s regulatory crackdowns, the history of Alibaba, the arms of the octopus, how Alibaba monetizes its ecosystem, the moat, how Alibaba could fail, how I would value the company, and a note on position sizing.
Join 5,000+ investment professionals and curious stock pickers by subscribing to the newsletter.
© 2025 Sung Capital, all rights reserved. The content provided on the website is for informational purposes only, and investors should not construe any such information or other content as legal, tax, investment, financial, or other advice. Nothing contained constitute a solicitation, recommendation, endorsement, or offer by Sung Capital or any third party service provider to buy or sell any securities or other financial instruments in this or in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction. See our terms, privacy policy, and disclaimer.
