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Alibaba (NYSE:BABA) has a lot going for it – not only is it a key beneficiary of secular drivers such as an ever-growing consumption-driven economy and the shift to e-commerce, but its ability to funnel that cash flow into profitable growth opportunities (e.g., cloud and logistics) leaves me incrementally bullish post-investor day. While the event is unlikely to result in major changes to consensus estimates, the long-term shift in focus toward a more balanced approach to growth and margins likely underpins sustained, long-term earnings growth, in my view. At current valuations, I believe the market is assigning value only to the core business and cloud, granting investors access to BABA’s ~$114bn strategic investment portfolio for free.
Outlining the Long-Term Drivers
CEO Daniel Zhang outlined the scale of his long-term vision at the event – this includes serving a massive 2bn global customers, facilitating the creation of 100m new jobs, and
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CORNELIUS, N.C., Oct. 7, 2020 /PRNewswire/ — Equipment standardization for portfolio-level purchasing is a proven strategy to simplify procurement, establish repeatable construction practices, and promote efficient commissioning. While racking, modules, inverters and transformers are common bulk buys, the MV interconnection components are often excluded.
A collection of components, and the work product of highly specialized labor, the interconnection has historically been seen as a bespoke assembly, not a product.
In early 2020, the North Carolina-based solar developer Pine Gate Renewables took decisive steps to streamline standardization of engineering and procurement across a portfolio of 14 projects in Michigan, which represents a fraction of the 500MW Pine Gate plans to develop in the state.
“Standardizing the interconnection was definitely part of our strategy to be successful in Michigan,” said Matt Massarelli, vice president of EPC operations at Pine Gate Renewables. “We wanted to eliminate as much
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- Strategy plays an important role in building a real-estate portfolio.
- Ryan Boykin and Jason Shepherd are the cofounders of Atlas Real Estate, a Denver property-management firm founded in 2013 that now has a portfolio of over 6,000 properties.
- With over a decade of experience in real-estate investing and property management, the cofounders said three strategies should be front of mind for any real-estate investor.
- Cash flow is king, thinking long term is essential, and recognizing the value of natural limits is key.
- Visit Business Insider’s homepage for more stories.
Smart investors know the right strategy plays an important role in building a real-estate portfolio.
And that couldn’t be more true for Ryan Boykin and Jason Shepherd, the cofounders of Atlas Real Estate, a Denver property-management firm born out of the 2008 financial crisis.
“We saw a giant problem in society,” they told Business Insider in an email, emphasizing the