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Watchlist
Alibaba Group Holding Limited (BABA)
Alibaba Group Holding Limited (BABA)
Tracking Robert Karr's Joho Capital Portfolio - Q4 2017 Update
This article is part of a series that provides an ongoing analysis of the changes made to Robert Karrs US stock portfolio on a quarterly basis. It is based on Karrs regulatory 13F Form filed on 02/13/2018. Please visit our Tracking Robert Karrs Joho Capital Portfolio…
SoftBank Is Building The Most Interesting Portfolio In The World
We believe Masayoshi Son, the CEO and Founder of SoftBank ( SFTBY ), has a solid strategy to grow the company and bet in a technology-driven future. In a previous article , we made the case that SoftBank is currently undervalued. It made reference to the complex structure that makes it diff…
Tracking Dan Loeb's Third Point Portfolio - Q4 2017 Update
This article is part of a series that provides an ongoing analysis of the changes made to Dan Loeb's US stock portfolio on a quarterly basis. It is based on Third Point's regulatory 13F Form filed on 02/14/2018. Please visit our Tracking Dan Loeb's Third Point Portfolio series to get an id…
Red Hat Enterprise Linux Now Globally Available on Alibaba Cloud
As a Red Hat Certified Cloud and Service Provider, Alibaba Cloud now offers Red Hat Enterprise Linux in its Marketplace Alibaba Cloud, the cloud computing arm of Alibaba Group, today announced that Red Hat Enterprise Linux, the enterprise open source operating system developed by the …
A Cold Analysis On 2017 And A Look Beyond
The finest trick of the devil is to persuade you that he does not exist Charles Baudelaire I've my own version of this: 'the finest trick of the devil is to persuade you that social sciences exist.' Although my background is economics, during my years in the market, I've loosen up th…
YY And Momo: Alibaba And JD.Com Are Moving Their Cheese
Considerable Share Price Appreciation in YY and Momo In November last year, I decided to write about YY.com ( YY ), one of the key players in the live-streaming industry in China, after following the stock for some time. Despite my concerns regarding the company, the stock still managed to…
Shorting Alibaba A Bad Bet Done For The Wrong Reasons
Alibaba ( BABA ) stock has delivered impressive gains for investors, rising by over 120% over the past three years. On the other hand, many traders are increasingly betting against Alibaba, short interest has significantly increased over time, and it currently reaches a relatively high 16% of …
A Chinese Tech ETF For The Lunar New Year
KraneShares CSI China Internet ETF ( KWEB ) has had about as good a recovery from the correction of the last two weeks as can be expected. After reaching a 52-week high of $68, this ETF corrected along with the market all the way down to $57. With most of its top holdings having reported great…
Tracking David Tepper's Appaloosa Management Portfolio - Q4 2017 Update
This article is part of a series that provides an ongoing analysis of the changes made to David Teppers 13F portfolio on a quarterly basis. It is based on Appaloosa Managements regulatory 13F Form filed on 02/14/2018. Please visit our Tracking David Teppers Appaloosa…
I Kicked Amazon To The Curb For Alibaba On Valentine's Day
In this article I would like to discuss my reasons behind the recent swapping of Amazon ( AMZN ) for Alibaba ( BABA ) in my equity portfolio. Let me start off by saying that Amazon is a wonderful company. It is a true disrupter in just about every industry that it sets its sights on and mark…
Alibaba Group Holding Limited (BABA)