Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 3, 2025Seeking AlphaEnvision ResearchBABA Alibaba Group Holding Limited Other- Neutral NYSE—
Jul 2, 2025Seeking AlphaArda SolmazBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet Retail Bull NYSE—
Jul 1, 2025Fund LettersPeterson Investment FundBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEADR, Artificial Intelligence, cash generation, China, Cloud computing, e-commerce, Regulatory Relief, Share Buybacks, turnaround, Value
Jun 30, 2025Fund LettersPacker & CoBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEChina, Consumer Discretionary, e-commerce, growth, internet services, market leader, technology, valuation
Apr 9, 2025Value Investors Clubpcm983BABA Alibaba Group Holding Ltd. Consumer DiscretionaryInteractive Media & Services / E-commerce Platforms Bear NYSEChina sanctions, Decoupling, Geopolitical hedge, tariffs
Apr 4, 2025Fund LettersJB Global CapitalBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEArtificial Intelligence, China, Cloud computing, e-commerce, growth, market leader, technology
Mar 31, 2025Fund LettersDiamond Hill InternationalBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEArtificial Intelligence, cash flow, China, e-commerce, Private Sector, Regulatory, technology
Mar 31, 2025Fund LettersHarris Associates International Equity StrategyBABA Alibaba Group Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEAI, China, Cloud computing, Consumer Discretionary, e-commerce, large language models, monetization, technology
Mar 1, 2025Fund LettersAlluvium Global FundBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Neutral NYSEArtificial Intelligence, capital expenditure, China, Cloud computing, e-commerce, Government Relations, infrastructure, Technology Platforms
Jan 18, 2025Fund LettersJB Global CapitalBABA Alibaba Group Holding Limited Internet RetailInternet & Direct Marketing Retail Neutral New York Stock Exchangeasset-light, China, divestiture, e-commerce, retail, strategic restructuring
Oct 2, 2024Fund LettersJB Global CapitalBABA Alibaba Group Holdings Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEArtificial Intelligence, Asia, China, Cloud computing, e-commerce, growth, Share Buybacks, technology
Sep 30, 2024Fund LettersOakmark International FundBABA Alibaba Group Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEChina, Consumer Discretionary, e-commerce, retail, Stimulus, technology, turnaround
Sep 30, 2024Fund LettersOakmark Global Select FundBABA Alibaba Group Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEChina, Consumer Discretionary, e-commerce, Equity, Stimulus, technology, turnaround
Jul 19, 2024Fund LettersO'Keefe Stevens Advisory, IncBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEAI, China, Cloud computing, e-commerce, Free Cash Flow, geopolitical risk, market share, Value
Mar 31, 2024Fund LettersContrarius Global Equity FundBABA Alibaba Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEArtificial Intelligence, China, Cloud computing, Diversified, e-commerce, Fintech, marketplace, technology platform
Jan 2, 2024Fund LettersJB Global CapitalBABA Alibaba Group Holding Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEArtificial Intelligence, capital allocation, China, Cloud computing, contrarian, e-commerce, Logistics, market share, Payments, Value
Aug 14, 2023Fund LettersJB Global CapitalBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEAI technologies, Automation, China, Cloud computing, Digital transformation, e-commerce, Free Cash Flow, market leader
Jun 30, 2023Fund LettersOakmark International FundBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEChina, Corporate Restructuring, e-commerce, EBITA Multiple, Free Cash Flow, market share, Platform business, share repurchases, shareholder returns, valuation
Jun 30, 2023Fund LettersOakmark Global Select FundBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEChina, e-commerce, Free Cash Flow, restructuring, share repurchase, technology, Value
Apr 4, 2023Fund LettersJB Global CapitalBABA Alibaba Group Holding Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEChina, conglomerate discount, e-commerce, IPO, Regulatory risk, restructuring, spin-off, Sum-of-Parts Valuation, technology

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