Sven Carlin on BABA
Sven Carlin on Alibaba (BABA): every public call, dated.
7 quotes from 308 videos reviewed since 2025-09-10. Each one links to the exact second on YouTube, with the closing price on the day of the video and what the stock did since.
- BABA close, 2026-09-10
- $108.56
- Since first quote, 2025-09-29
- -39.1%
- S&P 500 (SPY), same period
- +15.1%
- Latest stance, Jun 25, 2026
- Hold, bullish
The market had other plans.
BABA from 2025-09-29 to 2026-09-10. Price movement, not the creator’s realized return.
Price and the calls
Table view: month-end closes
| Month end | Close |
|---|---|
| 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 |
| 2026-09-10 | $109 |
Table view: month-end closes
| Month end | Close |
|---|---|
| 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 |
| 2026-09-10 | $109 |
The short version
Alibaba is the clearest completed cycle in Sven Carlin's public record: accumulated as a cheap, margin-of-safety position over several years, it became his largest holding after doubling in 2025, and he sold it down in stages around $145–175 through autumn 2025 because the price had caught up with his estimate of value. By mid-2026 he was asking whether it had become cheap enough to buy again.
What Sven Carlin said, when
ReducingSven Carlin on Alibaba: “It's the largest position now because it has doubled…”
“It's the largest position now because it has doubled from when it was value. Alibaba has changed from a pure value, margin-of-safety play to another promise.”
Disclosed sellSven Carlin on Alibaba: “I will buy Alibaba at 80, a good position,…”
“I will buy Alibaba at 80, a good position, and then sell at 175 like last month because, okay, I made my money on AI.”
Disclosed sellSven Carlin on Alibaba: “The most recent sale I made was Alibaba. I…”
“The most recent sale I made was Alibaba. I had a significant position accumulated over the last few years when it was cheap. And now it has doubled even more from that position building.”
ReducingSven Carlin on Alibaba: “I look at price versus value. I see Alibaba's…”
“I look at price versus value. I see Alibaba's price doubled, so I reduced my position and risk and exposure to the portfolio, because anything can happen.”
MentionSven Carlin on Alibaba: “I have sold Alibaba this year, then my cash…”
“I have sold Alibaba this year, then my cash went to 12, 15, 20%, then I bought other opportunities.”
MentionSven Carlin on Alibaba: “I was buying Alibaba when at that moment in…”
“I was buying Alibaba when at that moment in time it was the cheapest of them all. On average I have sold everything, I think, at 145 the first round.”
Hold, bullishSven Carlin on Alibaba: “Looking long term, it's Alibaba. You can buy it…”
“Looking long term, it's Alibaba. You can buy it on the cheap. It's the Mercado Libre of China, it's the Amazon of China. Very interesting position, but the environment is what it is.”
How to read this
Quotes are short excerpts from Sven Carlin'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 2026-09-10. It is a price observation, not the creator's realized return, and not investment advice. Full methodology.
Coverage: 308 of 308 videos published since 2025-09-10 reviewed; 121 Alibaba mentions found. Data generated 2026-09-11.