They Said Buy
The quote trail

Adam Khoo on BABA

Adam Khoo on Alibaba (BABA): the quotes, dated.

5 dated quotes about Alibaba stock (BABA), selected by reviewing 34 of the 55 Adam Khoo videos published since 2025-02-20 — a selected record, not the complete history. Each links to the exact second on YouTube, with BABA’s close that day and what the stock did since.

Every quote on this page has been checked against the video by a person.

BABA close, 2026-09-16
$107.27
Price since the first quote, Feb 20, 2025
-19.0%
S&P 500 (SPY), same period
+25.7%
vs the S&P 500
-44.7 pp
Latest stance, Feb 20, 2025
Conditional
Mentions found
17 across 34 videos

The short version

This page documents one Alibaba discussion from February 20, 2025, rather than a current portfolio update. Adam Khoo says he still holds Alibaba but is not adding more Chinese stocks. He explains his concern about government intervention, gives a then-current intrinsic-value estimate of $137, and says he would prefer to sell above an updated estimate of value. The selected excerpts describe an existing position and a conditional exit plan; they do not confirm that a sale later occurred.

Written by the They Said Buy editorial team from the videos linked on this page. Last reviewed .

What Adam Khoo said last · Feb 20, 2025

Conditional

“I like to ideally sell it at least 20 to 30% above the intrinsic value.”

Watch on YouTube · at 16:57Palantir & Alibaba. What I Am Doing Now!See it in the timeline

Price went down

BABA -19.0%

Since Adam Khoo’s first quote

No clear directional call

These quotes do not establish a clear bullish or bearish call.

BABA from to . Price movement, not the creator’s realized return.

BABA-19.0%
S&P 500 · SPY+25.7%
← decline 0 growth →

Price up since 0 of 5 quotes · Stock ahead of SPY: 0 of 5

Adam Khoo’s price target and valuation calls on BABA

A price target, a fair-value estimate and a price worth buying at are different things. Each line below quotes which one was said, and when.

  1. Valuation view

    What's the current intrinsic value of Alibaba? It is on Stock Oracle: $137. So the closing share price yesterday before the earnings report was $125. So as of yesterday Alibaba,…

    See the quote Watch on YouTube · at 15:59Palantir & Alibaba. What I Am Doing Now!

Price and the calls

Use the left and right arrow keys to explore daily closing prices, Home and End for the first and last date, and Escape to dismiss the price tooltip. Tab to a numbered marker and press Enter to jump to its quote. Month-end prices are also available in the table below.

BABA daily close, split-adjusted, with numbered markers at each quoted video$75.00$100$125$150$175Jan 2025MarAprMayJunJulAugSepOctNovJan 2026MarAprMayJunJulAugSepfirst quote1–5$107
Numbered dots are the quotes — click or tap one to jump to it.
BABA · daily close, split-adjusted · 2025-01-21 → 2026-09-16 · source: Yahoo Finance
Table view: month-end closes
Month endClose
2025-01-31$96.31
2025-02-28$129
2025-03-31$129
2025-04-30$116
2025-05-30$111
2025-06-30$112
2025-07-31$120
2025-08-29$134
2025-09-30$177
2025-10-31$169
2025-11-28$156
2025-12-31$145
2026-01-30$168
2026-02-27$143
2026-03-31$124
2026-04-30$131
2026-05-29$123
2026-06-30$95.98
2026-07-31$122
2026-08-31$114
2026-09-16$107

Use the left and right arrow keys to explore daily closing prices, Home and End for the first and last date, and Escape to dismiss the price tooltip. Tab to a numbered marker and press Enter to jump to its quote. Month-end prices are also available in the table below.

BABA daily close, split-adjusted, with numbered markers at each quoted video$100$150JanMayAugNovFebMayAugfirst quote1–5$107
Numbered dots are the quotes — click or tap one to jump to it.
BABA · daily close, split-adjusted · 2025-01-21 → 2026-09-16 · source: Yahoo Finance
Table view: month-end closes
Month endClose
2025-01-31$96.31
2025-02-28$129
2025-03-31$129
2025-04-30$116
2025-05-30$111
2025-06-30$112
2025-07-31$120
2025-08-29$134
2025-09-30$177
2025-10-31$169
2025-11-28$156
2025-12-31$145
2026-01-30$168
2026-02-27$143
2026-03-31$124
2026-04-30$131
2026-05-29$123
2026-06-30$95.98
2026-07-31$122
2026-08-31$114
2026-09-16$107

What Adam Khoo said, when

  1. 1

    Disclosed holding

    Verified
    Frame from Adam Khoo's video at 10:42.
    10:42

    “But I'm still holding Alibaba. I'm holding JD. I'm holding the China Tech ETF.”

    Watch on YouTube · at 10:42Palantir & Alibaba. What I Am Doing Now!Copy link to this quote
    Close that day
    $132.49
    BABA since
    -19.0%
    SPY since
    +25.7%
    vs SPY
    -44.7 pp
  2. 2

    Not buying more

    Verified
    Frame from Adam Khoo's video at 11:03.
    11:03

    “I'm done, meaning I'm not buying any more China stocks, okay? But I'm still holding what I bought in the past.”

    Watch on YouTube · at 11:03Palantir & Alibaba. What I Am Doing Now!Copy link to this quote
    Close that day
    $132.49
    BABA since
    -19.0%
    SPY since
    +25.7%
    vs SPY
    -44.7 pp
  3. 3

    Risk acknowledged

    Verified
    Frame from Adam Khoo's video at 11:54.
    11:54

    “They can overreach and they can uh change the business models of companies that they don't like and that is something which I'm not comfortable with.”

    He is explaining his concern about government intervention in Chinese companies.

    Watch on YouTube · at 11:54Palantir & Alibaba. What I Am Doing Now!Copy link to this quote
    Close that day
    $132.49
    BABA since
    -19.0%
    SPY since
    +25.7%
    vs SPY
    -44.7 pp
  4. 4

    Valuation view

    Verified
    Frame from Adam Khoo's video at 15:59.
    15:59

    “What's the current intrinsic value of Alibaba? It is on Stock Oracle: $137. So the closing share price yesterday before the earnings report was $125. So as of yesterday Alibaba, uh, was still undervalued.”

    The $137 estimate predates the earnings update discussed in this video; he says he will recalculate it.

    Watch on YouTube · at 15:59Palantir & Alibaba. What I Am Doing Now!Copy link to this quote
    Close that day
    $132.49
    BABA since
    -19.0%
    SPY since
    +25.7%
    vs SPY
    -44.7 pp
  5. 5

    Conditional

    Verified
    Frame from Adam Khoo's video at 16:57.
    16:57

    “I like to ideally sell it at least 20 to 30% above the intrinsic value.”

    He says the Alibaba exit decision will depend on an updated valuation.

    Watch on YouTube · at 16:57Palantir & Alibaba. What I Am Doing Now!Copy link to this quote
    Close that day
    $132.49
    BABA since
    -19.0%
    SPY since
    +25.7%
    vs SPY
    -44.7 pp

How to read this

Quotes are short excerpts from Adam Khoo's public YouTube videos, attributed to the speaker and linked to the timestamp. “Close that day” is BABA's split-adjusted closing price on the day the video was published (New York time); if markets were closed that day, the last close before it. “Since” compares that close with the latest close on 2026-09-16. It is a price observation, not the creator's realized return, and not investment advice. How the price change is calculated. Next to it we show SPY, the ETF tracking the S&P 500, over the same two dates — so a move can be read against the market rather than on its own: why we compare with SPY. Each quote also carries a label — Named as a pick, Risk acknowledged, Reducing — describing what kind of statement it was: see what the labels mean.

Coverage: 34 of 55 videos published since 2025-02-20 reviewed; 17 Alibaba mentions found. Data generated 2026-09-17.