Alibaba's 7x Growth Target Had a Hidden Human Cost | Money & Retirement
Deep Values: Value Investing Deep Dives · Oct 27, 2026 · 14:37
Deep Values: Value Investing Deep Dives
Deep Values: Value Investing Deep Dives · Oct 27, 2026 · 14:37
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A former Alibaba executive was told to multiply her forecast by seven, and her team hit it. Learn what that hyper-growth era cost her health and her family, and why value investors should audit their own human capital as carefully as a balance sheet.
Chapters
(0:00) The Economics of Hyper-Growth
(0:55) Thesis: Growth's Unfunded Liabilities
(2:39) The Scaling Engine
(5:21) By the Numbers: The Bull Run
(6:39) The Bear Case: Human Capital
(7:41) Pivot to Intrinsic Value
(10:03) The Cortisol Tax
(11:43) Pivot to Intrinsic Value
(12:06) Why Tech Frameworks Fail
(13:03) The Ultimate Asset Class
(13:25) Apps and Resources
(14:11) Get the free apps
DeepValues toolkit
• Run the numbers on any stock yourself, free
• Free Margin of Safety Weekly, every Saturday (guru moves, market temperature, the week's research; no account needed)
• DeepValues for iOS, intrinsic value and margin of safety for any stock
• Is the market overvalued? Track it with Buffett Indicator (iOS)
• The same market gauge on Android, Buffett Indicator & Shiller PE
• Open-source research on 300+ companies
• Deep Value Intelligence, the multi-agent AI analyst
• Developer API for your AI agents
Deep Value Intelligence audits the numbers behind the headlines with a Graham-Dodd / Buffett lens: valuation discipline, cash generation, balance-sheet safety and return on capital. Don't guess. Calculate.
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Episodes: Deep Values: Value Investing Deep Dives
