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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.
SGA's Emerging Markets Growth portfolio returned 0.9% net in Q2 2026 versus 24.1% for the MSCI EM Index, as AI infrastructure momentum drove the best quarter on record for momentum stocks, outperforming quality by 42%. AI CapEx stocks...
— 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.