BABA

1. October 2026 1 entry
   Oct 12, 2026

   Substack · The Quant Investing Lab · marco garattoni

   Alibaba: revenue up, price stuck and what it's worth

   Twelve years, two very different lines

   BABA1,429 words

   Since publication −9.5% α −7.8 pp vs S&P 500 · USD

2. September 2026 3 entries
   Sep 24, 2026

   Substack · Asistiendo Capital

   No sois dueños de Alibaba ( $BABA )

   Qué es la estructura VIE, por qué la mayoría de las tecnológicas chinas de Wall Street se apoyan en un contrato y qué riesgo corre de verdad vuestro dinero.

   BABAES2,660 words

   Since publication −9.4% α −9.0 pp vs S&P 500 · USD

   Sep 22, 2026

   Substack · Investing With Purpose · Investing With Purpose | IWP

   Alibaba Is Funding an AI Buildout With a Business That Shrank 8%

   Capital spending now runs at 295% of operating cash flow. Free cash flow was an outflow of USD 6.58 billion, the buyback was cut 80%, and 38 of the 40 analysts covering the stock still rate it a buy.

   BABA1,943 words

   Since publication −13.8% α −12.7 pp vs S&P 500 · USD

   Sep 13, 2026

   Substack · Capitán Market · Capitán Market / Inversiones

   Margin Call #05

   Alibaba se me puso interesante y salimos de compra.

   ▲ BullishBABAES1,227 words

   Since publication −8.2% α −9.0 pp vs S&P 500 · USD

3. August 2026 3 entries
   Aug 26, 2026

   Substack · TacticzHazel’s Substack · TacticzHazel, AP Research

   Alibaba - Funding the Frontier

   Why Alibaba is accepting dilution to accelerate AI, and what the fundamentals say about the trade-off.

   BABA2,997 words

   Since publication −16.3% α −16.4 pp vs S&P 500 · USD

   Aug 26, 2026

   Substack · AP Research · AP Research, TacticzHazel

   Alibaba - Funding the Frontier

   Why Alibaba is accepting dilution to accelerate AI, and what the fundamentals say about the trade-off.

   BABA2,988 words

   Since publication −16.3% α −16.4 pp vs S&P 500 · USD

   Aug 4, 2026

   Blogs · r/ValueInvesting · /u/Teembeau

   Portfolio (I thought I'd dump this and some discussion)

   These are what I own, and my thesis. Glad to hear any thoughts. Adobe. Part of the SaaS reverse. I think the whole AI thing hammered it. Bought way too early but holding at this point. Alibaba. Bought just a little on…

   ▲ BullishADBEBABAshort369 words

   Since publication BABA −22.3% α −21.5 pp vs S&P 500 · USD

4. May 2026 1 entry
   May 14, 2026

   Substack · KraneShares’s Substack · KraneShares

   $KBAB: AI Capital Expenditure Could Maximize Future Value

   Alibaba is still widely associated with E-Commerce, but the company’s trajectory is increasingly defined by cloud computing and AI.

   BABA2,215 words

   Since publication −29.0% α −31.3 pp vs S&P 500 · USD

5. November 2025 1 entry
   Nov 4, 2025

   Substack · Priced to Own · Chris Burke

   Alibaba (BABA): Overvalued, Undervalued, or Just Right?

   Breaking down BABA’s business, value, and risks for investors navigating China’s tech giant.

   BABA2,152 words

   Since publication −39.0% α −52.3 pp vs S&P 500 · USD

6. May 2025 1 entry
   May 16, 2025

   Substack · Aldea Value · Jairo / Aldea Value

   Alibaba presenta los resultados del año fiscal de 2025

   El gigante chino presenta resultados del primer trimestre del año, que coincide con el último trimestre de su año fiscal 2025Q4. Mejora la generación de EBITDA en todos sus segmentos.

   BABAES1,108 words

   Since publication −18.8% α −47.6 pp vs S&P 500 · USD

7. February 2025 1 entry
   Feb 12, 2025

   Substack · The All-in-One Investing Platform · Daniel

   Should you Sell Alibaba Pre-Earnings??

   Let's take a quick look (only 3-minutes) at Alibaba's recent price action and what investors should consider before earnings next week.

   BABA808 words

   Since publication −15.3% α −42.1 pp vs S&P 500 · USD

There are 3 more low-confidence entries, hidden because the ticker could not be checked in the text. See them in the index →

Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.