The Market Misperceptions Around Alibaba, Stitch Fix, And Twitter

*** Before you listen, there is a The Razor's Edge newsletter now available. Written by Akram's Razor, the Razor's Edge will come out at least twice a month and include ideas, analysis, macro input, and the insights you would expect from this podcast. Check it out at: https://the-razors-edge.ghost.io *** We revisit three The Razor's Edge names from 2021. Alibaba is down in the dumps from regulatory scrutiny, Stitch Fix can't get no respect, and Twitter received a negative sell-side initiation. We talk about each of the stocks, and while on the surface it would seem that nothing beyond stock performance and our interest unites the three, there are a lot of echoes in how the market is looking at each of them, at least from our vantage point. Topics Covered Alibaba 3:30 minute mark - Why the recent regulatory reports around Ant Financial aren’t shocking 10:00 – US corollaries for the current discussion 14:00 – Last year’s warning 18:00 – The significance of the FT report and how it might help Alipay’s/Alibaba’s position 22:30 – The impact on Alibaba’s valuation itself 26:30 – China regulators vs. U.S. regulators 33:00 – Time horizon for clouds to dissipate Stitch Fix 38:00 – Why is Stitch Fix so bad? Reviewing the story, valuation, stock, etc. 49:30 – The stylists’ news 53:00 – The market context for SFIX’s stock Twitter 55:30 – The Goldman downgrade and the confusion about Twitter from bulls 1:02:00 – Reframing the creator tools 1:08:00 – Blurring lenses in analyzing Twitter (or all of these names) 1:12:30 – The luxury of not having the market’s trust

Om Podcasten

The Razor’s Edge is an investing podcast that combines a prop trader’s viewpoint and deep-dive fundamental research to provide a unique take on the markets. The show is co-hosted by Akram’s Razor, a trader and investor with decades of experience and a track record of truly differentiated ideas and analysis, and by Daniel Shvartsman, an individual investor for the past decade who saw thousands of investing pitches and ideas and how they played out during his previous time at Seeking Alpha. The duo start with a theme or idea from Akram’s investing, then break it down to understand what goes into the idea, what could go wrong, and what else investors and traders need to know. They also interview industry leaders, executives, and other investors to get a wider perspective. The show has thousands of listeners around the world.