The Market Misperceptions Around Alibaba, Stitch Fix, And Twitter from The Razor’s Edge

The Market Misperceptions Around Alibaba, Stitch Fix, And Twitter

1 hour 21 minutes Posted Sep 21, 2021 at 8:00 am.

minute mark Why the recent regulatory reports around Ant Financial aren’t shocking

– US corollaries for the current discussion

– Last year’s warning

– The significance of the FT report and how it might help Alipay’s/Alibaba’s position

– The impact on Alibaba’s valuation itself

– China regulators vs. U.S. regulators

– Time horizon for clouds to dissipate

– Why is Stitch Fix so bad? Reviewing the story, valuation, stock, etc.

– The stylists’ news

– The market context for SFIX’s stock

– The Goldman downgrade and the confusion about Twitter from bulls

– Reframing the creator tools

– Blurring lenses in analyzing Twitter (or all of these names)

– The luxury of not having the market’s trust

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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

Stitch Fix

Twitter

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