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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.
In Q4 2025, the SGA Emerging Markets Growth portfolio returned 0.6% (Net) compared to 4.7% for the MSCI EM Net TR Index and 3.3% for the MSCI EM Growth Net TR Index. For the full...
— Hrishikesh Gupta
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Other investors who've written on Alibaba Group Holding Limited
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...
As the largest position in the fund (50%) we need to discuss Alibaba's latest earnings, which left us genuinely conflicted.