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Investors are so irrational about $BABA that a reverse DCF implies a IRR of 18% p.a. for 10 years, even though FCF will not grow at all!
With this price action, either the company will go bust (with 80 bln cash&short term investments🙄), or it will be an amazing investment. https://t.co/fCuNhsBtTQ
Historic demand for non-linear exposure to short-duration U.S. government bonds, innit
Brian Gierkex.comwallmine – Finance & Investing: Stocks, Crypto, Forex, ETFs
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