BABA is probably a good investment longer term. YHOO was too, a few months ago when I purchased call option, but the market didn't see it that way.
However, BABA has a big Variable Interest Entity. Perhaps some questions about revenue recognition as well. The stock is more risky than SIAF. Even if the growth materializes (which I can't be sure about) they still have to maintain those margins. Of course it's a zillion times higher valued than SIAF that's why I'm not a buyer. But at least investors have a chance here, if you are in it for the long run. That's my perspective.
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