Why they like Alibaba: US$327b in sales at 45% growth is simply staggering

Alex Pollak

Loftus Peak

Why they like Alibaba: US$327b in sales at 45% growth is simply staggering! Disclosure: Loftus Peak owns Alibaba through Yahoo! Inc. If you are in the market for a gross of white cotton t-shirts, try Alibaba. And if you need a used Boeing 737 - check out Alibaba as well. There's a whole fleet of them... A more pressing question is whether the 34% stag delivered to BABA investors means it's all over. And frankly, the answer - even at a market capitalisation of US$231b - is compelling. Alibaba derives its sales on the percentage of gross merchandise volume (or GMV) that it sells. GMV for the most recent quarter (to 30 June 2014) was US$81.7b - up a whopping 45%.The mere fact that a company can get to an annualised rate of US$327b in sales at 45% is staggering. Alex Pollak is CEO of Loftus Peak, a specialist global disruption investor. (VIEW LINK)


CIO of Loftus Peak, a specialist global fund manager with a track record of successful investment in some of the world's fastest-growing listed businesses.

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