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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Shares fell 12.8% following a strong March quarter. Despite keeping a...
— Stuart Pearce, Alexis Delloye
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Other investors who've written on Alibaba Group Holding Limited
Alibaba and Flowers Foods make up 81% of the portfolio, and the logic of holding them together is straightforward: their underlying businesses are driven by very different forces. Alibaba’s future depends...
Alibaba Group Holding Limited ($BABA) is a Chinese multinational technology conglomerate focused on e-commerce, cloud computing, and artificial intelligence infrastructure. The manager adopted...
Despite mixed quarterly results weighed down by heavy spending on Quick Commerce subsidies, Alibaba's core e-commerce and cloud businesses remain strong. The manager believes...
More institutional theses from Alluvium Global Fund
Alibaba's recent performance has been boosted by a significant expansion in its cloud and AI segments, which have seen revenues double for six consecutive quarters. While its valuation...
Despite reporting sound operating results, Alphabet's stock declined due to broader tech sector weakness and investor anxiety over its large capital expenditure plans. The fund updated...
Thor Industries lowered its full-year earnings guidance significantly as a brief recovery in consumer confidence reversed. Potential tariff headwinds...