Compounders

Studying the world's greatest businesses and business builders

[Compounders @compoundrz]

MY TOP 10 STOCKS FOR 2025 🧵

And my price target for each!

1) $BABA – Alibaba Group

Everyone knows that I’m a BABA bull

Undervalued at less than 10x cash flows

+ actively buying back shares

+ AI & Cloud upside

+ government stimulus

My price target: $230 (+169%)

[Compounders @compoundrz]

@BourbonCap Agree $NU is a strong long here, could surprise to the upside

[Compounders @compoundrz]

@invertiramateur My first position as well
Could be about the earnings coming next month

[Compounders @compoundrz]

@TheLongInvest $NU can easily 5X from here

[Compounders @compoundrz]

@AJButton2 He is great I think - and need a bit of a risk taker side to expend like they do!

[Compounders @compoundrz]

https://t.co/A4bTIRgdVa

[Compounders @compoundrz]

https://t.co/qtHqEI1pJa

[Compounders @compoundrz]

Just published a deep dive on Alibaba and how $BABA built one of the strongest competitive moats in internet history

Worth studying whether you're an investor, entrepreneur or simply interested in great businesses

[Compounders @compoundrz]

https://t.co/jFEZIKcLKe

[Compounders @compoundrz]

https://t.co/jFEZIKcLKe

[Compounders @compoundrz]

$NU is much better than people realize

Now getting their banking licence in Mexico 🇲🇽

Once they crack the US, sky is the limit 🇺🇸

[Compounders @compoundrz]

@FromValue I was one of them 👀

[Compounders @compoundrz]

Why is $BABA up +10% pre market?

[Compounders @compoundrz]

$BABA having a good night in Hong Kong trading?

[Compounders @compoundrz]

@Milan_J_O Claude and ChatGPT 😁

[Compounders @compoundrz]

Portfolio update: $NU $IBKR $PDD $HOOD $BABA $META $SHOP $ZTS $MELI + 10% in cash

[Compounders @compoundrz]

$BABA took years to rerate from a P/E ratio of 10x to 25x+

Just to come back below 15x in a few months

The story was:
- 10x: it's a dead retailer
- 25x: it's the AI and Cloud champion in China
- 15x: maybe China is uninvestable

Markets are crazy

[Compounders @compoundrz]

Brutal month for $BABA

Just brutal

[Compounders @compoundrz]

Chinese stocks having another bad bad night in Hong Kong

Is there even a bottom somewhere? $BABA $BIDU $JD $NIO

[Compounders @compoundrz]

$BABA now well below $100

My eyes and brain are hurting

Can’t unsee it

[Compounders @compoundrz]

Chinese stocks getting killed overnight in China

Markets went from China is uninvestable, to $BABA and $BIDU are outstanding AI plays, to China is uninvestable again