'Alibaba' Tag

  • Alibaba valuation: the comparables method

    September 17, 2014

    The valuation analysis I released on the Facebook IPO two years ago proved popular, so I figure why not do it again for the hottest tech IPO planned this month: Alibaba. Please refer to my earlier piece on this topic for an explanation of the various valuation methodologies. Also, please note that my objective in […]

  • Can eBay’s failure in China teach us something in Europe ?

    March 18, 2014

    Most of us in the West have never shopped on Tmall or Jingdong. Yet these two firms represent the leaders of the imminently largest e-commerce market in the world: China. Although JD (formerly 360Buy) is a distant second to Alibaba’s Tmall platform, the firm still served a cool $16 billion worth of goods to 140 […]