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The Brilliant John Hempton on Alibaba numbers that do not add up

By Tom Winnifrith | Thursday 7 January 2016


Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ShareProphets). I have no business relationship with any company whose stock is mentioned in this article.


John Hempton of Bronte capital in Oz, was a star of the recent Gold & Bears show and is right now King of the Bears - you can see his performance HERE. I started looking at Alibaba (US:BABA) as a cracking short yesterday HERE but now bring you a Hempton article from a couple of months ago which is absolutely brilliant. Read this and then tell me if you believe a word that Alibaba claims. It is a slam dunk short. Over to the King of the Bears..


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