For the month of May, I have decided to venture into the Hong Kong to pick up Alibaba. The investment thesis was less of a quantitative approach but of a qualitative reasons. Firstly, Alibaba's cloud provider segment has started to EBITDA positive and with operating leverage, this segment can be a billion dollar profit sector through revenue growth. Amazon Web Services, Amazon's cloud provider sector has been profitable and is now generating annual profits of $13 billion. Personally, I think China and its companies will choose Alibaba or other China Cloud Providers. However, it will be enough for Alibaba to have a billion dollar profit in this pie. This points to a potential 10% growth from current earnings. Secondly, China's middle class disposable income is growing and this means a larger e-commerce market. This also means higher earnings. With that, I have taken some position in Alibaba through the Hong Kong Exchange....