Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
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
Nov 17, 2025Fund LettersShawn JakupiBABA US Alibaba Group Holding Ltd. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEAI, cloud, ecommerce, growth, infrastructure, Llms, Partnerships, robotics
Nov 9, 2025Seeking AlphaSeeking AlphaBABA Alibaba Group Holding Limited -Internet Retail Bull -AI, Alibaba, China, Cloud computing, competitive position, e-commerce, growth potential, national agenda, organizational transformation
Nov 3, 2025Fund LettersCornelius ZeemanBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEAI, buybacks, China, cloud, e-commerce, growth, profitability, recovery, retail, valuation
Nov 3, 2025Fund LettersOlivia TreharneBABA Alibaba Group Holding Ltd. Consumer DiscretionaryE-Commerce Bull NYSEAI, China, cloud, Digital, e-commerce, growth, Regulation, valuation
Nov 3, 2025Fund LettersOlivia TreharneBABA Alibaba Group Holding Ltd. Consumer DiscretionaryE-Commerce Bull NYSEAI, China, cloud, Digital, e-commerce, growth, Regulation, valuation
Oct 28, 2025Fund LettersDavid HerroBABA Alibaba Group Holding Ltd. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEAI, buybacks, China, cloud, e-commerce, growth, technology, valuation
Oct 28, 2025Fund LettersDavid HerroBABA Alibaba Group Holding Ltd. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEAI, buybacks, China, cloud, e-commerce, growth, technology, valuation
Oct 28, 2025Seeking AlphaSeeking AlphaBABA 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
Oct 24, 2025Fund LettersRakesh BordiaBABA Alibaba Group Holding Ltd. Consumer DiscretionaryE-Commerce Bull NYSEAI, China, cloud, Consumption, e-commerce, growth, restructuring, valuation
Oct 24, 2025Fund LettersRakesh BordiaBABA Alibaba Group Holding Ltd. Consumer DiscretionaryE-Commerce Bull NYSEAI, China, cloud, Consumption, e-commerce, growth, restructuring, valuation
Oct 23, 2025Fund LettersJeremy DealBABA Alibaba Group Holding Ltd. Consumer DiscretionaryInternet & Direct Marketing Retail Bull New York Stock ExchangeAI, buybacks, cloud, ecommerce, restructuring
Oct 22, 2025Fund LettersTMR Long Short OpportunitiesBABA Alibaba Group Holding Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEAI investment, Asia Infrastructure, cash flow generation, Chinese Technology, Cloud computing, Digital transformation, e-commerce, high-performance computing, regional expansion
Oct 22, 2025Fund LettersLVS Advisory - Event DrivenBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEAI investment, Asian Infrastructure, Chinese Technology, Cloud computing, data centers, Digital transformation, e-commerce, regional expansion, semiconductors
Oct 22, 2025Fund LettersAfrican Lions FundBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEAI investment, Asia Infrastructure, Chinese Technology, Cloud computing, data centers, Digital transformation, e-commerce, semiconductors
Oct 22, 2025Fund LettersHinde GroupBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEAI infrastructure, Asia Technology, China AI Strategy, Chinese E-commerce, Cloud computing, Digital transformation, high-performance computing, regional expansion
Oct 22, 2025Fund LettersOpal CapitalBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEAI investment, Asian Infrastructure, Chinese Technology, Cloud computing, data centers, Digital transformation, e-commerce, semiconductors

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