Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
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
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

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