Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
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
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
Dec 31, 2023Fund LettersPeterson Investment FundBABA Alibaba Group Holding Ltd Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEcall options, China, Cloud computing, digital commerce, e-commerce, Emerging markets, Share Buybacks, technology conglomerate, value investing, VIE Structure
-Fund LettersJDP CapitalBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEAnt Group, China, Chinese tech, e-commerce, Fintech, Investment Holdings, Sum-of-parts, Value

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