Alibaba, every mention
5 scenes (2021) · ← back to Alibaba
tap a year for its mentions
every year 2021 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)
- ▶ 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.