Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 22, 2025Fund LettersDavid HerroBABA Alibaba Group Holding Ltd. Consumer DiscretionaryInternet & Direct Marketing Retail Bull New York Stock Exchangebuybacks, China, cloud, ecommerce, Regulation, valuation
Jul 22, 2025Fund LettersArne AlsinBABA US Alibaba Group Holding Ltd. Consumer DiscretionaryInternet & Direct Marketing Retail Bull New York Stock Exchangecashflow, China, cloud, ecommerce, Regulation, valuation
Jul 16, 2025Seeking AlphaOakoff InvestmentsBABA Alibaba Group Consumer DiscretionaryInternet Retail Bull NYSE—
Jul 14, 2025Fund LettersMatthew PetersonBABA Alibaba Group Holding Ltd. Consumer DiscretionaryInternet & Direct Marketing Retail Bull New York Stock Exchangebuybacks, China, cloud, ecommerce, Regulation, valuation
Jul 10, 2025Seeking AlphaJR ResearchBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet Retail Bull NYSE—
Jul 9, 2025Seeking AlphaHawkinvestBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet Retail Bull NYSE—
Jul 8, 2025Seeking AlphaVanEckBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet Retail Bull NYSE—
Jul 4, 2025Seeking AlphaDaniel JonesBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet Retail Bull NYSE—
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

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: