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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.
As the largest position in the fund (50%) we need to discuss Alibaba's latest earnings, which left us genuinely conflicted. On the one...
— Jack Beiro
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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 JB Global Capital
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 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...
During the quarter, I sold the majority of my PayPal position, realizing a 42.8% gain. I then moved...