Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Nov 17, 2025 | Fund Letters | Shawn Jakupi | BABA US | Alibaba Group Holding Ltd. | Consumer Discretionary | Internet & Direct Marketing Retail | Bull | NYSE | AI, cloud, ecommerce, growth, infrastructure, Llms, Partnerships, robotics | Login |
| Nov 9, 2025 | Seeking Alpha | Seeking Alpha | BABA | Alibaba Group Holding Limited | - | Internet Retail | Bull | - | AI, Alibaba, China, Cloud computing, competitive position, e-commerce, growth potential, national agenda, organizational transformation | Login |
| Nov 3, 2025 | Fund Letters | Cornelius Zeeman | BABA | Alibaba Group Holding Limited | Consumer Discretionary | Internet & Direct Marketing Retail | Bull | NYSE | AI, buybacks, China, cloud, e-commerce, growth, profitability, recovery, retail, valuation | Login |
| Nov 3, 2025 | Fund Letters | Olivia Treharne | BABA | Alibaba Group Holding Ltd. | Consumer Discretionary | E-Commerce | Bull | NYSE | AI, China, cloud, Digital, e-commerce, growth, Regulation, valuation | Login |
| Nov 3, 2025 | Fund Letters | Olivia Treharne | BABA | Alibaba Group Holding Ltd. | Consumer Discretionary | E-Commerce | Bull | NYSE | AI, China, cloud, Digital, e-commerce, growth, Regulation, valuation | Login |
| Oct 28, 2025 | Fund Letters | David Herro | BABA | Alibaba Group Holding Ltd. | Consumer Discretionary | Internet & Direct Marketing Retail | Bull | NYSE | AI, buybacks, China, cloud, e-commerce, growth, technology, valuation | Login |
| Oct 28, 2025 | Fund Letters | David Herro | BABA | Alibaba Group Holding Ltd. | Consumer Discretionary | Internet & Direct Marketing Retail | Bull | NYSE | AI, buybacks, China, cloud, e-commerce, growth, technology, valuation | Login |
| Oct 28, 2025 | Seeking Alpha | Seeking Alpha | BABA | Alibaba Group Holding Limited | - | Internet Retail | Bull | - | Alibaba Group, cloud services, e-commerce, investment opportunity, large language models, market recognition, share price increase, technological advancements, undervalued | Login |
| Oct 24, 2025 | Fund Letters | Rakesh Bordia | BABA | Alibaba Group Holding Ltd. | Consumer Discretionary | E-Commerce | Bull | NYSE | AI, China, cloud, Consumption, e-commerce, growth, restructuring, valuation | Login |
| Oct 24, 2025 | Fund Letters | Rakesh Bordia | BABA | Alibaba Group Holding Ltd. | Consumer Discretionary | E-Commerce | Bull | NYSE | AI, China, cloud, Consumption, e-commerce, growth, restructuring, valuation | Login |
| Oct 23, 2025 | Fund Letters | Jeremy Deal | BABA | Alibaba Group Holding Ltd. | Consumer Discretionary | Internet & Direct Marketing Retail | Bull | New York Stock Exchange | AI, buybacks, cloud, ecommerce, restructuring | Login |
| Oct 22, 2025 | Fund Letters | George Bolton | BABA | Alibaba Group Holding Limited | Consumer Discretionary | Broadline Retail | Bull | New York Stock Exchange | AI, CapEx, China, cloud, data centers, Digitalization, ecommerce, infrastructure, investment | Login |
| Oct 22, 2025 | Fund Letters | Julien Albertini | BABA | Alibaba Group Holding Limited | Consumer Discretionary | Internet & Direct Marketing Retail | Bull | NYSE | AI, buybacks, cloud, dividends, e-commerce, Partnerships, rerating | Login |
| Oct 22, 2025 | Fund Letters | Julien Albertini | BABA | Alibaba Group Holding Limited | Consumer Discretionary | Internet & Direct Marketing Retail | Bull | NYSE | AI, buybacks, cloud, dividends, e-commerce, Partnerships, rerating | Login |
| Oct 19, 2025 | Fund Letters | Alison Shimada | BABA US | Alibaba Group Holding Ltd. | Consumer Discretionary | Internet & Direct Marketing Retail | Bull | NYSE | AI, buybacks, China, cloud, e-commerce, growth, Margins, Monetisation, valuation | Login |
| Oct 16, 2025 | Fund Letters | Matthew Peterson | BABA | Alibaba Group Holding Ltd. | Consumer Discretionary | Internet & Direct Marketing Retail | Bull | NYSE | China, compounding, e-commerce, Options, technology, value investing | Login |
| Oct 13, 2025 | Fund Letters | Jesse Flores | BABA | Alibaba Group Holding Ltd. | Consumer Discretionary | Internet & Direct Marketing Retail | Bull | - | AI, China, cloud, e-commerce, growth, Value | Login |
| Oct 10, 2025 | Seeking Alpha | Seeking Alpha | BABA | Alibaba Group Holding Limited | - | Internet Retail | Neutral | - | AI growth, Alibaba, Chinese market, Cloud computing, e-commerce, geopolitical risks, international expansion, Market Saturation, profitability, valuation | Login |
| Oct 7, 2025 | Fund Letters | Samuel Ziff | BABA US | Alibaba Group Holding Ltd. | Consumer Discretionary | Internet & E-commerce | Bull | NYSE | AI, China, cloud, e-commerce, growth, Value | Login |
| Oct 1, 2025 | Fund Letters | Jack Beiro | BABA US | Alibaba Group Holding Ltd. | Consumer Discretionary | Internet & Direct Marketing Retail | Bull | NYSE | AI, cash, China, cloud, Competition, e-commerce, growth, platform | Login |
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