Alibaba Group Holding Ltd $ 276.48 -1.24 (-0.45%)
Alibaba Group Holding Ltd News and Headlines -
The firm exited its stake in New Relic Inc. (NEWR). The trade had an impact of -0.36% on the portfolio.
The software analytics solutions provider has a market cap of $3.46 billion and an enterprise value of $3.12 billion.
GuruFocus gives the company a profitability and growth rating of 2 out of 10. The return on equity of -34.57% and return on assets of -10.92%
Brandes Investment Partners disclosed its third-quarter portfolio last week.
Following Benjamin Graham's value investing style, the San Diego-based investment firm, which was founded by the now-retired guru Charles Brandes (Trades, Portfolio), takes positions in out-of-favor securities that have attractive total return potential and holds them until the market recognizes their true worth.
Keeping these criteria in mind, the firm entered eight new positions during the quarter, sold out of 25 investments and added to or trimmed a slew of other existing holdings. Among the most notable trades was a new stake in Fomento Economico Mexicano SAB de
The S&P 500 Index stocks saw their aggregate trailing 12-month real revenue per share increase at a compound average growth rate (CAGR) of nearly 2% per annum over the past five years. The share price of the benchmark for the U.S. stock market ($3,567.79 as of Wednesday) has risen by approximately 71% over the past five years through Nov. 18.
Thus, investors may be interested in the following stocks, as they have beaten the S&P 500 index in terms of superior five-year revenue per share growth rates.
The first company that makes the cut is Apple Inc
David Tepper (Trades, Portfolio), founder of Appaloosa Management, disclosed this week that his firm's top trades during the third quarter featured a massive expansion of its holding in PG&E Corp. (PCG) and sells in several retail and technology giants, including Alibaba Group Holding Ltd. (BABA), Amazon.com Inc. (AMZN), Alphabet Inc. (GOOG)(GOOGL) and Facebook Inc. (FB).
A distressed-debt specialist, Tepper's interest in the stock market was kindled by watching his father trade stocks. The Appaloosa leader has earned an international reputation for producing some of the highest returns among fund managers on Wall Street.
There's growth, and then there's super-growth. Using the GuruFocus Fast Growers screener, we can find stocks that have a history of strong growth. This screener measures growth through the five-year revenue per share growth rate, the five-year Ebitda per share growth rate, the 10-year revenue per share growth rate and the 10-year Ebitda per share growth rate.
According to these screening criteria, the below stocks were the fastest growers on the market as of Nov. 9:
China's equivalent to Amazon.com (AMZN), roughly speaking, has become a giant since it went public
Alibaba Group Holding Ltd. (BABA) is a dominant force in Chinese e-commerce that continues to deliver superior results.
On Nov. 5, the company reported $17.97 in earnings per share for the last quarter, exceeding analysts' estimates. Sales came at $155.06 billion, which also blew away expectations.
Alibaba has plenty of "moats" to defend its position in the Chinese market. One of them is economies of scope, the cost savings arising from offering different products through the same sales channels.
Then there's economies of scale, the cost savings that come with a larger volume of sales.
And there are economies on
Ant Group's planned $34.4 billion initial public offering for the Shanghai and Hong Kong exchanges is dead. Chinese regulators killed it.
That's a big setback for Alibaba Group Holding (BABA), which would have been the biggest beneficiary from the IPO that was oversubscribed. Alibaba will continue to hold a third of Ant's shares after the stock's debut.
Alibaba's shares were sharply lower on Wall Street on Tuesday.
Chinese regulators killed Ant's IPO because the company had "major" financial technology regulatory issues.
That's the official reason.
But there is arguably an unofficial reason as well. Ant Group's meteoric rise threatens China's
On Monday, China's Ant Group announced the intended pricing for its dual initial public offering on the Shanghai and Hong Kong stock exchanges, which would raise $34.5 billion and value the company as a whole at around $313.37 billion.
This would make the fintech giant the biggest IPO listing of all time in terms of funds raised, ahead of even Saudi Aramco's (SAU:2222) December 2019 IPO on the Riyadh exchange, which raised $29 billion.
Ant Group expects the stock to start trading in Hong Kong on Nov. 5, though it has not yet stated when it will begin trading in
October 15, 2020
During the Third Quarter, Third Point returned 11.7% in the flagship Offshore Fund, putting us back in positive territory for the year.
THIRD POINT OFFSHORE FUND, LTD.
CS HF EVENT-DRIVEN INDEX
275 Views Sydnee Gatewood 2020-10-22 16:49
Guru stock highlight
Alibaba (BABA) (China) is one of the largest internet platforms in China and a market leader in several businesses, including e-commerce, cloud computing and fintech (via the company's partial ownership in Ant Financial). The management team has proven itself to be quite astute and has used its significant data advantage to position the company at the forefront of several technological trends in China. We believe Alibaba should continue to enjoy robust long-term growth, especially since several of its businesses remain underpenetrated and have yet to fully scale.
From [url=https://www.gurufocus.com/StockBuy.php?GuruName=David+Herro]David Herro[/url] ([url=https://www.gurufocus.com/StockBuy.php?GuruName=David+Herro]Trades[/url], [url=https://www.gurufocus.com/holdings.php?GuruName=David+Herro]Portfolio[/url]) and [url=https://www.gurufocus.com/StockBuy.php?GuruName=Bill+Nygren]Bill Nygren[/url] ([url=https://www.gurufocus.com/StockBuy.php?GuruName=Bill+Nygren]Trades[/url], [url=https://www.gurufocus.com/holdings.php?GuruName=Bill+Nygren]Portfolio[/url])'s Oakmark
189 Views Sydnee Gatewood 2020-10-12 21:42
Discussion of markets and holdings
The Oakmark Global Select Fund returned 1.5% for the fiscal year ended September 30, 2020, underperforming the MSCI World Index, which returned 10.4%. For the most recent quarter, the Fund returned 6.4%, compared to the benchmark's return of 7.9%. More importantly, the Fund has returned an average of 6.7% per year since its inception in October 2006, outperforming the MSCI World Index's annualized gain of 6.1% over the same period.
Regeneron Pharmaceuticals (REGN), a U.S.-based biopharmaceutical company, was the top contributor for the fiscal year as management advanced both marketed drugs and their pipeline of new treatments. With regards to
103 Views Sydnee Gatewood 2020-10-12 21:14
How the strategies of these gurus differ from each other
During the past month, I've written extensively about two of the best value investors in the world – Himalaya's Li Lu and Hillhouse's Zhang Lei. From their case studies, it is clear that they are very different investors, although both place deep fundamental research at the core of their investment process.
Li Lu is very much like Warren Buffett (Trades, Portfolio). He started with the classic Benjamin Graham style investing, looking for cheap securities, and he believed that it was the only choice because when you first start investing, you don't have enough experience and you don't
672 Views Grahamites 2020-10-07 15:19
Firm's largest sales of the 3rd quarter
Spiros Segalas (Trades, Portfolio)' Harbor Capital Appreciation Fund manages a $37.35 billion equity portfolio composed of 54 stocks. The firm sold shares of the following stocks during its third quarter of fiscal 2020, which ended on July 31.
The firm reduced its position in Alibaba Group Holding Ltd. (BABA) by 35.85%. The trade had an impact of -1.18% on the portfolio.
The chinese online and mobile commerce company has a market cap of $795.40 billion and an enterprise value of $774.34 billion.
GuruFocus gives the company a profitability and
192 Views Tiziano Frateschi 2020-10-01 15:28
New additions to the portfolio include Match Group and Spotify
Part of Chicago-based Harbor Funds, the guru's fund primarily invests in companies with market caps of at least $1 billion at the time of purchase. He focuses on companies that have strong balance sheets and earnings performance, good sales momentum and growth outlook, a history of high profitability, a unique market position and a capable, committed management team.
Based on these criteria, Segalas established five new positions, divested of seven holdings and added to or curbed a number of
212 Views Sydnee Gatewood 2020-09-30 16:37
Nasdaq gains 1.87%
The Dow Jones Industrial Average closed at 27,584.06 on Monday with a gain of 410.10 points or 1.51%. The S&P 500 closed at 3,351.60 for a gain of 53.14 points or 1.61%. The Nasdaq Composite closed at 11,117.53 for a gain of 203.96 points or 1.87%. The VIX Volatility Index was lower at 26.19 for a loss of 0.19 points or -0.72%.
Monday's Market Movers
The major U.S. indexes continued a run higher, closing with gains for a third day. In morning trading, investors were pleased with economic data from China. U.S. trading also trended higher as most major global
44 Views Julie Young 2020-09-29 13:44
How Hillhouse raised capital and invested in Tencent
In 2002, Zhang Lei received his MBA and M.A. in International Relations from Yale. He then worked for Emerging Market Management and the New York Stock Exchange.
At Emerging Market Management, he was an investment analyst covering South Africa, Southeast Asia and China. He traveled frequently to South Africa to research mine resources. At the New York Stock Exchange, he was the chief representative to China and established the NYSE's Hong Kong and Beijing offices.
2005 was an eventful year for China's internet industry.
204 Views Grahamites 2020-09-22 16:03
Billionaire guru adds to stakes in dining and entertainment venue and a biotech company
Point72 Asset Management leader Steven Cohen (Trades, Portfolio) revealed late last week his firm upped its stake in Dave & Buster's Entertainment Inc. (PLAY) by 354.76% and increased its Fulcrum Therapeutics Inc. (FULC) position by 430.12%.
With the goal of generating superior risk-adjusted returns, the guru's Stamford, Connecticut-based firm invests in a wide range of asset classes worldwide. Its long-short strategy is based on bottom-up research processes focusing on fundamentals and macroeconomic conditions.
Dave & Buster's Entertainment
According to GuruFocus Real-Time Picks, a Premium feature, Cohen invested in an additional 2.7 million shares of Dave &
243 Views Sydnee Gatewood 2020-09-21 17:02
Point72 asset management is upping its stake in the children's apparel company
Point72 is a hedge fund that was formed in 2014 when SAC Capital Advisors converted its investment operations into a family office. In 2018, the firm reopened to external investors. Point72 invests via a wide range of asset classes and strategies worldwide. Its long-short investing strategy is based on bottom-up research with a focus on fundamentals and macroeconomic conditions. Cohen serves as the president, CEO and chairman of the firm.
According to GuruFocus Real-Time
430 Views Margaret Moran 2020-09-10 20:13
Firm's largest sales of the 2nd quarter
Julian Robertson (Trades, Portfolio)'s Tiger Management manages a $363 million equity portfolio composed of 41 stocks as of the quarter's end. The firm sold shares of the following stocks during the second quarter.
The fund exited its position in Alibaba Group Holding Ltd. (BABA). The trade had an impact of -4.18% on the portfolio.
The online and mobile commerce company has a market cap of $746 billion and an enterprise value of $725 billion.
243 Views Tiziano Frateschi 2020-08-27 14:28
Tiger Management repurchases Qualcomm, sells e-commerce giants
Often called the "father of the hedge fund," Robertson founded Tiger Management in 1980, turning an initial $8 million into over $22 billion by the late 1990s. After losing 4% in 1998 and 19% in 1999 as rivals rode the dot-com bubble to its peak, he shut down the fund in 2000, and Tiger Management now only manages money from internal sources (mainly Robertson's personal wealth). Robertson's long-short strategy is based on investing in the
681 Views Margaret Moran 2020-08-26 20:37