Alibaba, every mention
18 scenes · ← back to Alibaba
tap a year for its mentions
every year anyone Mitchell Green 6Kathy Xu 6Ted Seides 4Mike Tian 4Sanjay Ayer 1Richard Lawrence 1Mike Trigg 1Mike Novogratz 1Marko Papic 1Kiyan Zandiyeh 1
Verbatim, from the transcripts: the passages where Alibaba comes up
Mitchell Green - Lead Edge of Harnessing Networks (EP.429)
- ▶ 13:43 Mitchell Green In early April of eight, he said to me, Hey, I want you to go to the Goldman internet conference and meet a bunch of companies, Ctrip and Baidu and Alibaba.
- ▶ 14:27 Mitchell Green We were early investors in Alibaba. 2 times in the scene
- ▶ 19:35 Mitchell Green And I'm going to put 25% of the fund in Alibaba at twelve billion valuation, roughly. 3 times in the scene
- ▶ 34:03 unnamed speaker We own Alibaba.
Sanjay Ayer – Think Different and Get Better at WCM (EP.366)
- ▶ 45:57 Sanjay Ayer Whereas MercadoLibre would talk about, hey, here's what Alibaba is doing against JD in China.
Bruce Ou – Private Market Investing at GroveStreet (EP.347)
Kiyan Zandiyeh – Empty Rooms: Venture Capital on the Emerging Frontier at Sturgeon Capital (Capital Allocators, EP.317)
- ▶ 3:44 Kiyan Zandiyeh So for example, when I was a teenager, it was at a time where also you could start buying wholesale stuff from China for the likes of Alibaba.
Charles Van Vleet – Thinking Differently with Pensions at Textron (Capital Allocators, EP. 283)
- ▶ 25:03 Charles Van Vleet So it is not the Alibaba's in the 10 cents.
Kathy Xu – Venture in China at Capital Today, Venture is Eating the Investment World 12 (Capital Allocators, EP.243)
Mike Tian – Moat Trajectories and Investing in China at WCM (Capital Allocators, EP.212)
- ▶ 26:08 Mike Tian That's exactly the way that Alibaba did the business, and I actually, I think it's potentially an original sin. 4 times in the scene
- ▶ 30:41 Ted Seides Take an Alibaba that has been so powerful and growing most in a lot of ways over the years compared to something that's more asset heavy. 3 times in the scene
- ▶ 35:25 Ted Seides How have you managed around some of the recent events with some of the names that historically you might have owned, an Alibaba, Tencent, things that were great businesses with widening moats that all of a sudden have
Bill Ford – General Atlantic (Manager Meetings, EP.03)
Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
- ▶ 48:35 Jeff Hausenbold Japan spin out with this impending sale of ARM to NVIDIA with some monetization in Alibaba stake.
Mike Trigg – Defying the Fade at WCM (Capital Allocators, EP.162)
- ▶ 42:48 Mike Trigg Because of competition from Alibaba.
Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
- ▶ 28:19 Marko Papic And so the analogy of the Cold War means that we're gonna bifurcate global capitalism, and there's gonna be Alibaba and Amazon, like camps, like NATO and Warsaw Pact.
Michael Novogratz – Galaxy Digital (First Meeting, EP.06)
- ▶ 33:44 Mike Novogratz Amazon's cloud, Google's cloud, Alibaba's cloud, take their cloud earnings, put a market cap.
Richard Lawrence – Compounding in Asia (Capital Allocators, EP.21)
- ▶ 26:36 Richard Lawrence The fault is that when you think about what are Chinese blue chips, well, you could say Nettys listed in New York, Tencent listed in Hong Kong, Alibaba maybe even listed in New York.