Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 20, 2026SubstackCoughlin CapitalBABA Alibaba Group Holding Limited TechnologyE-commerce Bull New York Stock ExchangeAI-driven shopping, Alibaba, cloud services, divestitures, e-commerce, Lunar New Year, market share, quick commerce, Revenue Growth, technology
Mar 5, 2026SubstackCoughlin CapitalBABA Alibaba Group Holding Limited TechnologyInternet Retail Bull New York Stock ExchangeAI investment, Alibaba, Cloud computing, competitive edge, geopolitical tensions, infrastructure, margin expansion, open-source strategy, oversold, valuation
Feb 19, 2026SubstackCoughlin CapitalBABA Alibaba Group Holding Limited TechnologyE-commerce Bull New York Stock ExchangeAI investment, Alibaba, cloud infrastructure, e-commerce, geopolitical tensions, long-term growth, market volatility, Pentagon list, Qwen AI platform, stock pullback
Feb 8, 2026Fund LettersHRISHIKESH (HK) GUPTABABA Alibaba Group Holding Ltd Consumer DiscretionaryE-Commerce Bull New York Stock ExchangeAI, cloud, ecommerce, Investment cycle, scale
Jan 27, 2026Fund LettersMichael KassBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet Retail Bull New York Stock ExchangeAI, China, cloud, ecommerce, Platforms
Jan 26, 2026Fund LettersJulien AlbertiniBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet Retail Bear New York Stock ExchangeAI, capital returns, China, cloud, ecommerce
Jan 26, 2026Fund LettersDavid HerroBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet Retail Bear New York Stock ExchangeAI, China, cloud, ecommerce, Investment cycle
Jan 23, 2026Fund LettersAlison ShimadaBABA Alibaba Group Holding Ltd Consumer DiscretionaryInternet & Direct Marketing Retail Bear New York Stock ExchangeChina, cloud, Consumption, ecommerce, monetization
Jan 20, 2026Fund LettersArne AlsinBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet Retail Bull New York Stock ExchangeChina, ecommerce, Platforms, Sentiment, valuation
Jan 14, 2026Fund LettersThomas KüpferBABA Alibaba Group Holding Ltd Consumer DiscretionaryInternet & Direct Marketing Retail Bull New York Stock Exchangecapital returns, China, cloud, ecommerce, Regulation
Jan 13, 2026Fund LettersWilliam C. NygrenBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Neutral New York Stock ExchangeAI, cloud, ecommerce, Margins, Subsidies
Jan 13, 2026Fund LettersDavid G. HerroBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Neutral New York Stock ExchangeAI, cloud, ecommerce, Margins, Subsidies
Jan 10, 2026SubstackCoughlin CapitalBABA Alibaba Group Holding Limited TechnologyInternet Retail Bull New York Stock ExchangeAI investment, Alibaba, buybacks, competitive resilience, e-commerce, investor expectations, management strategy, market share, quick commerce, regulatory intervention
Jan 10, 2026Seeking AlphaSeeking AlphaBABA Alibaba Group Holding Limited TechnologyCloud Computing Bull New York Stock ExchangeAI infrastructure, Alibaba, Chinese Technology, Cloud computing, e-commerce, H200 GPUs, NVIDIA, Revenue Growth, U.S. Government Clearance, valuation gap
Jan 7, 2026Twitter / X@Investors___XBABA Alibaba Group Holding Limited Internet & Direct Marketing RetailInternet & Direct Marketing Retail Bull New York Stock ExchangeAlipay, China, Compliance, conglomerate, Fintech, Insurance, IPO, Lending, Optionality, Payments, Regulation, Sum-of-parts, valuation, Wealth
Jan 7, 2026SubstackCoughlin CapitalBABA Alibaba Group Holding Limited E-commerce- Bull New York Stock ExchangeAI revenue, Alibaba, Chinese Equities, Cloud computing, geopolitical tailwind, Lunar New Year, multi-year re-rating, tariff reduction, tax-loss selling, valuation
Jan 6, 2026Fund LettersJack BeiroBABA Alibaba Group Holding Ltd Consumer DiscretionaryInternet Retail Bull New York Stock ExchangeAI, cashflow, cloud, ecommerce, valuation
Jan 3, 2026SubstackCoughlin CapitalBABA Alibaba Group E-commerce and Cloud ComputingE-commerce and Cloud Computing Bull New York Stock ExchangeAI-related revenue, Alibaba Group, Ant Group, Cainiao logistics, China market, Cloud computing, e-commerce, geopolitical risks, Share Buyback, valuation
Dec 28, 2025SubstackCoughlin CapitalBABA Alibaba Group Holding Limited Cloud ComputingCloud Computing Bull New York Stock ExchangeAI technologies, Alibaba Cloud, China cloud market, cloud infrastructure, competitive dynamics, data sovereignty, full-stack offerings, growth potential, market share, regulatory barriers
Dec 4, 2025SubstackCoughlin CapitalBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet Retail Bull -Alibaba, buybacks, China, consumer spending, dividends, e-commerce, economic stimulus, equity market, PBoC, policy support

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: