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It won't stay at its peak, very normal for most companies after IPO. BABA will continue to do okay in China as the ecommerce market is huge. The challenge BABA
by yeukhon 11y ago
It won't stay at its peak, very normal for most companies after IPO. BABA will continue to do okay in China as the ecommerce market is huge. The challenge BABA faces is quality rather than quantity and I don't think Alibaba is addressing it well.
But I believe the real problem is Yahoo being a media/technology company, Yahoo must improve its core business in order to be sustainable in the long run. They can sell BABA now, walk away, and reorganize the entire company from scratch. I am not saying people are greedy, but when you really have the chance to start from scratch do it. But I don't think anyone has any idea where Yahoo should fit. Content? Search? Where does Yahoo stand? This is why the shareholders are not willing to sell anything because they themselves are clueless.
- Riod 11y agoQuality? In what way? Yea agreed. Yahoo is a bit of a head scratcher. They don't seem to be worldclass at anything in particular.