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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.
Part of the China basket. While its core...
— Jeremy Deal
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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 JDP Capital
In late March we exited Caesars Entertainment (CZR) after reports that the company is in talks to sell itself to Tilman Fertitta or Carl Icahn for a fire-sale price.
Mercado Libre (MELI) is a classic Survivor & Thriver business but that we rarely see on sale.