
What smart money is saying about Alibaba
3 funds in our archive have pitched Alibaba — most recently Antipodes Global Value Fund in September 2025.
Alibaba Group Holding Limited, through its subsidiaries, provides technology infrastructure and marketing reach to help merchants, brands, retailers, and other businesses to engage with their users and customers in the People's Republic of China and internationally. The company operates through seven segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others. It operates Taobao and Tmall, which are digital retail platforms; Alimama, a proprietary monetization platform; 1688.com and Alibaba.com, which are online wholesale marketplaces; AliExpress, a retail marketplace; Lazada, Trendyol, and Daraz that are e-commerce platforms; Freshippo, a retail platform for groceries and fresh goods; and Tmall Global, an import e-commerce platform. The company also operates Cainiao Network logistic services platform; Ele.me, an on-demand delivery and local services platform; Koubei, a restaurant and local services guide platform; and Fliggy, an online travel platform. In addition, it offers pay-for-performance, in-feed, and display marketing services; and Taobao Ad Network and Exchange, a real-time online bidding marketing exchange. Further, the company provides elastic computing, storage, network, security, database, big data, and IoT services; and hardware, software license, software installation, and application development and maintenance services. Additionally, it operates Youku, an online video platform; Quark, a platform for information search, storage, and consumption; Alibaba Pictures and other content platforms that provide online videos, films, live events, news feeds, literature, music, and others; Amap, a mobile digital map, navigation, and real-time traffic information app; DingTalk, a business efficiency mobile app; Tmall Genie smart speaker; and Qwen, an artificial intelligence chatbot. The company was incorporated in 1999 and is based in Hangzhou, the People's Republic of China.
Fund coverage · 3 theses
- Antipodes Global Value FundSeptember 2025
Alibaba is rapidly emerging as a major AI beneficiary in China, leveraging custom silicon, leading LLM development, and a growing cloud infrastructure business, predicting significant future earnings growth despite short-term investment-related losses.
Read the full thesis - Harris Oakmark Global Concentrated StrategyJune 2025
Alibaba Group is a global technology leader poised for growth in e-commerce and cloud computing, making it an undervalued investment opportunity with strong fundamentals and a focus on enhancing shareholder returns.
Read the full thesis - Nightview capitalDecember 2024
Alibaba is well-positioned for growth due to its core business recovery, strong cash reserves, and emerging cloud and AI opportunities, presenting a compelling investment opportunity.
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