Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Aug 23, 2026SubstackScalpavelliBABA Alibaba Group Holding Limited E-commerceE-commerce Bear New York Stock ExchangeAlibaba, capital expenditure, Chinese economy, e-commerce, Equity raise, financial strategy, Investor confidence, Management Credibility, Regulatory landscape, Volatility
Aug 23, 2026SubstackCoughlin CapitalBABA Alibaba Group Holding Limited TechnologyInternet Retail Bull New York Stock ExchangeAI expansion, Alibaba, Cloud computing, e-commerce, EBITA margin, investment strategy, long-term growth, management trust, Revenue Growth, share placement
Aug 17, 2026SubstackCoughlin CapitalBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull New York Stock ExchangeAI, Alibaba, China, cloud, e-commerce, growth, investment, Margins, quick commerce, technology
Aug 17, 2026SubstackCoughlin CapitalBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull New York Stock ExchangeAlibaba, cloud, e-commerce, growth, investment, Margins, Price War, profitability, quick commerce, valuation
Aug 6, 2026Fund LettersJB Global CapitalBABA Alibaba Group Holdings OtherInternet & Direct Marketing Retail Bull -Artificial Intelligence, China, Cloud computing, Concentrated Position, e-commerce, Equity, growth, infrastructure, technology platform
Jul 24, 2026Fund LettersHarris Associates International Equity StrategyBABA Alibaba Group Internet RetailBroadline Retail Bull New York Stock ExchangeArtificial Intelligence, capital return, China, Cloud computing, e-commerce, Full-Stack AI, Marketplaces, technology
Jul 22, 2026Fund LettersAntipodes Global FundBABA Alibaba Internet RetailInternet & Direct Marketing Retail Bull New York Stock ExchangeAI, buybacks, China, Cloud computing, Consumer Discretionary, e-commerce, Free Cash Flow, Internet
Jun 30, 2026SubstackSZEWBABA Alibaba Group Holding Limited TechnologyInternet Retail Bull New York Stock ExchangeAI, Alibaba, Chinese tech, dividends, e-commerce, growth potential, market correction, regulatory challenges, semiconductors, Share Buyback
May 14, 2026SubstackCoughlin CapitalBABA Alibaba Group Holding Limited TechnologyCloud Computing Bull New York Stock ExchangeAI revenue, Alibaba, capex plan, Chinese cloud market, Cloud computing, Compute Demand Growth, custom silicon, MaaS, Pricing power, profitability
May 10, 2026SubstackCoughlin CapitalBABA Alibaba Group Holding Limited TechnologyInternet Retail Bull New York Stock ExchangeAI Computing, Alibaba, cloud, e-commerce, Investment cycle, margin compression, Pricing Strategy, quick commerce, Revenue Growth, technology
Apr 10, 2026SubstackCoughlin CapitalBABA Alibaba Group Holding Limited TechnologyInternet Services & Infrastructure Bull New York Stock ExchangeAI capex, Alibaba, cloud revenue, Competitive Advantage, efficiency, growth, infrastructure, investment, profitability, technology
Apr 9, 2026Fund LettersJB Global CapitalBABA Alibaba Group Holding Limited Internet RetailInternet & Direct Marketing Retail Neutral New York Stock ExchangeAI, capital allocation, China, Cloud computing, e-commerce, Free Cash Flow, Management Quality, quick commerce
Mar 28, 2026SubstackCoughlin CapitalBABA Alibaba Group Holding Limited TechnologyInternet Retail Bull New York Stock ExchangeAI strategy, Alibaba, Chinese tech, Cloud computing, commerce data, e-commerce, long-term growth, market sentiment, regulatory environment, user base
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

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