Alibaba Group Holding Ltd $ 276.48 -1.24 (-0.45%)

On watch
Volume:
9,456,234
Avg Vol (1m):
19,870,525
Market Cap $:
748.06 Bil
Enterprise Value $:
722.63 Bil
P/E (TTM):
39.88
P/B:
6.03
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Alibaba Group Holding Ltd News and Headlines -

GuruFocus Articles Total 470
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Firm's largest sales of the 3rd quarter

Chase Coleman (Trades, Portfolio)'s Tiger Global Management LLC sold shares of the following stocks during the third quarter, which ended on Sept. 30.

New Relic

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.

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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%

44 Views    Tiziano Frateschi    2020-11-23 16:38
Firm of Benjamin Graham disciple releases 3rd-quarter portfolio

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

248 Views    Sydnee Gatewood    2020-11-19 17:54
Their 5-year revenue per share growth rates have beaten the S&P 500

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.

Apple Inc

The first company that makes the cut is Apple Inc

207 Views    Alberto Abaterusso    2020-11-19 17:04
Distressed-debt guru significantly increases holding in embattled utility company

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.

450 Views    James Li    2020-11-17 19:25
Alibaba, Patrick Industries, Netflix, Ubiquiti and Five North have generated strong long-term revenue and Ebitda results

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:

Fast Growers screener

Alibaba

China's equivalent to Amazon.com (AMZN), roughly speaking, has become a giant since it went public

623 Views    Robert Abbott    2020-11-10 16:28
The company may find itself in the same corner where eBay once was - providing startups an opening for chipping away at its market dominance

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

628 Views    Panos Mourdoukoutas    2020-11-05 20:59
The company's meteoric rise threatens China's state-owned banking system

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

324 Views    Panos Mourdoukoutas    2020-11-03 21:10
This fintech giant has a significant runway for growth

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

419 Views    Margaret Moran    2020-10-26 22:16
Discussion of markets and holdings

October 15, 2020

Dear Investor:

During the Third Quarter, Third Point returned 11.7% in the flagship Offshore Fund, putting us back in positive territory for the year.

Q3

YTD*

ANNUALIZED RETURN

THIRD POINT OFFSHORE FUND, LTD.

11.7%

3.6%

14.2%

CS HF EVENT-DRIVEN INDEX

4.8%

-3.1%

6.5%

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.

Alibaba

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.

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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

Spiros Segalas (Trades, Portfolio), manager of the Harbor Capital Appreciation Fund, disclosed his third-quarter portfolio earlier this week.

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

"We are entrepreneurs who also happen to be investors."

- Zhang Lei

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.

Hillhouse Capital

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

Steven Cohen (Trades, Portfolio)'s Point72 Asset Management recently disclosed that it has increased its investment in Children's Place Inc. (PLCE) by 53.29%.

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.

Alibaba

The fund exited its position in Alibaba Group Holding Ltd. (BABA). The trade had an impact of -4.18% on the portfolio.

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The online and mobile commerce company has a market cap of $746 billion and an enterprise value of $725 billion.

GuruFocus gives the company a profitability and growth rating of 9 out

243 Views    Tiziano Frateschi    2020-08-27 14:28
Tiger Management repurchases Qualcomm, sells e-commerce giants

Julian Robertson (Trades, Portfolio)'s Tiger Management recently disclosed its portfolio updates for the second quarter of 2020, which ended on June 30.

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

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2020-11-27 $ 276.48 (-0.45%)
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Alibaba's 2 Weak Spots - GuruFocus.com
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