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☆ Investor on Alibaba's growth in its cloud and core business
  + stars: | 2024-05-15 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFree cash flow matters the most, market will be surprised about Alibaba's growth the next 18 monthsAlibaba investor Sid Choraria discusses why he thinks the stock price is disconnected with the business fundamentals.
Persons: Sid Choraria
☆ How big investors are playing the latest A.I. trend overtaking Wall Street
  + stars: | 2023-02-26 | by ( Samantha Subin | ) www.cnbc.com   time to read: +7 min
But not every company with AI in its title, or a stake in the race, may be worth investors' hard earned cash. Given these recent developments, many investors recommend staying long Microsoft, including Sid Choraria, a portfolio manager at SC Asia. Microsoft's AI developments and the reported blunder of Google's chatbot during a promotional video have fueled concerns in recent weeks that Alphabet may be losing the AI war . "Stay focused on Alphabet," he said, adding that more AI developments should create additional revenue opportunities. Integrating an AI tool into Alibaba's business and more AI content generation should improve efficiency and boost advertising effectiveness, he added.
☆ Choraria: Alibaba will outperform in cash when China reopens next year
  + stars: | 2022-11-18 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailChoraria: Alibaba will outperform in cash when China reopens next yearSid Choraria, Portfolio Manager at SC Asia, joins Worldwide Exchange to discuss earnings from Alibaba and JD.com.
☆ CNBC Pro Talks: Tesla vs. Nio? Amazon vs. Alibaba? Investor Sid Choraria picks his favorites
  + stars: | 2022-04-13 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCNBC Pro Talks: Tesla vs. Nio? Amazon vs. Alibaba? Investor Sid Choraria picks his favoritesCNBC’s Will Koulouris spoke to Sid Choraria, senior portfolio manager of Gordian Capital. Choraria picked his favorite stocks in head-to-head matchups between Tesla vs. Nio, Amazon vs. Alibaba, Meta vs. Tencent and more. He also shared the stocks he thinks will outperform the market in the long run.
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