Alibaba, every mention
2 scenes (said by Ted Seides) · ← 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
Mike Tian – Moat Trajectories and Investing in China at WCM (Capital Allocators, EP.212)
- ▶ 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