Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 22, 2025Fund LettersAirlie Small Companies FundBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEAI infrastructure, Asia, Chinese Technology, Cloud computing, Digital transformation, e-commerce, high-performance computing, semiconductors
Oct 22, 2025Fund LettersFortress - Caribbean Growth FundBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEAI investment, Asia, China, Cloud computing, data centers, Digital transformation, e-commerce, high-performance computing
Oct 22, 2025Fund LettersMPD PartnersBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEAI infrastructure, Asia, China, Cloud computing, custom semiconductors, Digital transformation, e-commerce, high-performance computing, regional expansion
Oct 22, 2025Fund LettersBrookfield Asset ManagementBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEAI investment, Asia, China, Cloud computing, custom semiconductors, data centers, Digital transformation, e-commerce, high-performance computing
Oct 22, 2025Fund LettersQuadCap wealth managementBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEAI infrastructure, Asia, China, Cloud computing, Digital transformation, e-commerce, technology platform
Oct 22, 2025Fund LettersGeorge BoltonBABA Alibaba Group Holding Limited Consumer DiscretionaryBroadline Retail Bull New York Stock ExchangeAI, CapEx, China, cloud, data centers, Digitalization, ecommerce, infrastructure, investment
Oct 22, 2025Fund LettersJulien AlbertiniBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEAI, buybacks, cloud, dividends, e-commerce, Partnerships, rerating
Oct 22, 2025Fund LettersJulien AlbertiniBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEAI, buybacks, cloud, dividends, e-commerce, Partnerships, rerating
Oct 19, 2025Fund LettersAlison ShimadaBABA US Alibaba Group Holding Ltd. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEAI, buybacks, China, cloud, e-commerce, growth, Margins, Monetisation, valuation
Oct 16, 2025Fund LettersMatthew PetersonBABA Alibaba Group Holding Ltd. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEChina, compounding, e-commerce, Options, technology, value investing
Oct 13, 2025Fund LettersJesse FloresBABA Alibaba Group Holding Ltd. Consumer DiscretionaryInternet & Direct Marketing Retail Bull -AI, China, cloud, e-commerce, growth, Value
Oct 10, 2025Seeking AlphaSeeking AlphaBABA Alibaba Group Holding Limited -Internet Retail Neutral -AI growth, Alibaba, Chinese market, Cloud computing, e-commerce, geopolitical risks, international expansion, Market Saturation, profitability, valuation
Oct 7, 2025Fund LettersSamuel ZiffBABA US Alibaba Group Holding Ltd. Consumer DiscretionaryInternet & E-commerce Bull NYSEAI, China, cloud, e-commerce, growth, Value
Oct 1, 2025Fund LettersJack BeiroBABA US Alibaba Group Holding Ltd. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEAI, cash, China, cloud, Competition, e-commerce, growth, platform
Sep 30, 2025Fund LettersThe Wolf of Harcourt StreetBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEArtificial Intelligence, China, Cloud computing, digital infrastructure, e-commerce, LLM, regulatory support, Value
Sep 30, 2025Fund LettersPM Capital Global Companies FundBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEArtificial Intelligence, China, Cloud computing, digital infrastructure, e-commerce, LLM, market share, Value
Sep 30, 2025Fund LettersAllspring Emerging Markets Equity Advantage FundBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull New York Stock ExchangeAI, China, cloud services, Consumer Internet, Digital transformation, e-commerce, quick commerce
Sep 30, 2025Fund LettersFirst Eagle Global FundBABA Alibaba Group Holding Ltd. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEAI Models, China, Cloud computing, Digital transformation, e-commerce, technology
Sep 30, 2025Fund LettersDiamond Hill InternationalBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEArtificial Intelligence, China, Cloud computing, e-commerce, Revenue Growth, share repurchase, technology
Sep 30, 2025Fund LettersSkybound Wealth ManagementBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEAI platform, capital returns, China, Cloud computing, digital infrastructure, e-commerce, LLM, market share, regulatory support

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