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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.
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...
— Jack Beiro
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Other investors who've written on Alibaba Group Holding Limited
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...
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...
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...
During the quarter, I sold the majority of my PayPal position, realizing a 42.8% gain. I then moved...
As the largest position in the fund (50%) we need to discuss Alibaba's latest earnings, which left us genuinely conflicted.