Investment Pitches

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Date	Pitch Type	Author	Ticker	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Sep 30, 2024	Fund Letters	Oakmark Global Select Fund	BABA	Alibaba Group	Consumer Discretionary	Internet & Direct Marketing Retail	Bull	NYSE	China, Consumer Discretionary, e-commerce, Equity, Stimulus, technology, turnaround	Login
Jul 19, 2024	Fund Letters	O'Keefe Stevens Advisory, Inc	BABA	Alibaba Group Holding Limited	Consumer Discretionary	Internet & Direct Marketing Retail	Bull	NYSE	AI, China, Cloud computing, e-commerce, Free Cash Flow, geopolitical risk, market share, Value	Login
Mar 31, 2024	Fund Letters	Contrarius Global Equity Fund	BABA	Alibaba	Consumer Discretionary	Internet & Direct Marketing Retail	Bull	NYSE	Artificial Intelligence, China, Cloud computing, Diversified, e-commerce, Fintech, marketplace, technology platform	Login
Jan 2, 2024	Fund Letters	JB Global Capital	BABA	Alibaba Group Holding	Consumer Discretionary	Internet & Direct Marketing Retail	Bull	NYSE	Artificial Intelligence, capital allocation, China, Cloud computing, contrarian, e-commerce, Logistics, market share, Payments, Value	Login
Aug 14, 2023	Fund Letters	JB Global Capital	BABA	Alibaba Group Holding Limited	Consumer Discretionary	Internet & Direct Marketing Retail	Bull	NYSE	AI technologies, Automation, China, Cloud computing, Digital transformation, e-commerce, Free Cash Flow, market leader	Login
Jun 30, 2023	Fund Letters	Oakmark International Fund	BABA	Alibaba Group Holding Limited	Consumer Discretionary	Internet & Direct Marketing Retail	Bull	NYSE	China, Corporate Restructuring, e-commerce, EBITA Multiple, Free Cash Flow, market share, Platform business, share repurchases, shareholder returns, valuation	Login
Jun 30, 2023	Fund Letters	Oakmark Global Select Fund	BABA	Alibaba Group Holding Limited	Consumer Discretionary	Internet & Direct Marketing Retail	Bull	NYSE	China, e-commerce, Free Cash Flow, restructuring, share repurchase, technology, Value	Login
Apr 4, 2023	Fund Letters	JB Global Capital	BABA	Alibaba Group Holding	Consumer Discretionary	Internet & Direct Marketing Retail	Bull	NYSE	China, conglomerate discount, e-commerce, IPO, Regulatory risk, restructuring, spin-off, Sum-of-Parts Valuation, technology	Login
Dec 31, 2023	Fund Letters	Peterson Investment Fund	BABA	Alibaba Group Holding Ltd	Consumer Discretionary	Internet & Direct Marketing Retail	Bull	NYSE	call options, China, Cloud computing, digital commerce, e-commerce, Emerging markets, Share Buybacks, technology conglomerate, value investing, VIE Structure	Login
-	Fund Letters	JDP Capital	BABA	Alibaba Group Holding Limited	Consumer Discretionary	Internet & Direct Marketing Retail	Bull	NYSE	Ant Group, China, Chinese tech, e-commerce, Fintech, Investment Holdings, Sum-of-parts, Value	Login
-	Fund Letters	JDP Capital	BABA	Alibaba Group Holding Limited	Consumer Discretionary	Internet & Direct Marketing Retail	Bull	New York Stock Exchange	buybacks, cash-rich, China, Cloud computing, consumer, e-commerce, Stimulus, Value	Login

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