While political risk has significantly eroded BABA's share price, the recent actions by the CCP against the company, including the largest ever anti-trust fine in China’s history, likely mark the interim extreme and bottom for political risk and outcomes will likely improve from here.On the 100th anniversary of the CCP, we analyze recent actions by Xi and the CCP in their full context and explore prospects for future activities in the context of the global anti-trust push against influential technology firms.Political risk or not, the prospects for growth and the significantly discounted price relative to peers suggest that the fears of political risk are an opportunity to get exposure to very cheap growth and one of the most solid durable advantages in ALL of tech.We compare Alibaba's business and unique brand place in the Chinese psyche to explain why the CCP needs Alibaba. There is no company more synonymous with the "Chinese Dream." Also, few companies have improved the everyday lives of Chinese citizens as substantially.  We explain the Ant IPO debacle and Jack Ma's speech in a little bit of context to help explain why this action by the CCP is likely isolated. We also explain Alibaba's unique position in Chinese venture funding and why much potential upsi...

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