Company Overview and News

1
A Trade War Isn’t a Risk for Alibaba Group Holding Ltd Stock, But Concerns Persist

2018-04-06 investorplace
In a market made more nervous by potentially escalating tariffs, Alibaba Group Holding Ltd (NYSE:BABA) might appear a candidate for a selloff. After all, the initial face-off over tariffs will be between the U.S. and China, and as one of most China’s largest companies, Alibaba would appear to be at risk.
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1
The ‘New’ Alibaba Group Holding Ltd Stock Looks a Lot Like the Old One

2018-03-05 investorplace
Since Aug. 23, Alibaba Group Holding Ltd (NYSE:BABA) stock has gained just 2%. Alibaba stock has been mostly range-bound, save for the brief moment when BABA stock traded over $200 in late January.
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1
Alibaba: Why Is It The World's Most Shorted Stock?

2018-02-27 seekingalpha
It has been for some time that the short interest at Alibaba exceeds even that of the controversial EV manufacturer Tesla.
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8
Tracking Dan Loeb's Third Point Portfolio - Q4 2017 Update

2018-02-22 seekingalpha
Dan Loeb's 13F portfolio value increased from $11.90B to $13.86B this quarter. The number of positions increased from 37 to 44.
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15
Tracking David Tepper's Appaloosa Management Portfolio - Q4 2017 Update

2018-02-21 seekingalpha
Appaloosa increased Micron Technology, Facebook, Powershares QQQ ETF, & Apple while reducing Alphabet, Energy Transfer Partners LP, and Williams Partners LP.
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11
Tracking John Paulson's Paulson & Company Portfolio - Q4 2017 Update

2018-02-20 seekingalpha
This article is part of a series that provides an ongoing analysis of the changes made to John Paulson’s US stock portfolio on a quarterly basis. It is based on Paulson’s regulatory 13F Form filed on 02/14/2018. Please visit our Tracking John Paulson’s Paulson & Company Portfolio series to get an idea of his investment philosophy and our previous update for the fund’s moves during Q3 2017.
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19
Tracking George Soros's Portfolio - Q4 2017 Update

2018-02-18 seekingalpha
Soros's 13F portfolio value increased from $4.20B to $4.37B this quarter. The number of positions decreased from 227 to 196.
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14
Tracking David Einhorn's Portfolio - Q4 2017 Update

2018-02-16 seekingalpha
Greenlight's long/short ratio is at 107% long and 66% short compared to 118% long and 73% short last quarter.
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5
Tracking David Abrams' Abrams Capital Management Portfolio - Q4 2017 Update

2018-02-15 seekingalpha
David Abrams’ 13F portfolio value increased this quarter from $2.56B to $2.97B. The number of positions increased from 18 to 20.
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1
Blowout Earnings Send Weibo Corp Stock Soaring but Watch for Risks | InvestorPlace

2018-02-14 investorplace
Weibo Corp (ADR) (NASDAQ:WB) is soaring on Tuesday morning, with WB stock up more than 8% as of this writing. The catalyst is a strong Q4 report, in which revenue and earnings both came in well ahead of Street expectations.
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3
SoftBank: The Better Alternative To Alibaba Than Altaba?

2018-01-31 seekingalpha
SoftBank's stake in Alibaba alone is 66 percent more valuable than its market cap, which on the surface appears enticing for value investors.
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Altaba: Big Gainer Before Tax Reform With Still More Upside

2018-01-08 seekingalpha
Altaba Inc. (AABA) has had a nice run over 2017 as its main holdings in Alibaba Group Holding Limited (BABA) has doubled, coinciding with a closing valuation gap, due to the recent tax reform passed by the Trump administration, as speculation has become a reality. However, there is still value to be had in the stock as management considers tax beneficial ways to sell or swap assets compared to creating value by just selling on the open market.
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1
Investing In Alibaba: Altaba Or The ADRs?

2017-12-29 seekingalpha
A discussion on Altaba versus the ADRs surfaced in a prior article and I decided to investigate further.
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2
How Does Value Investing Work In 2018?

2017-12-26 seekingalpha
Value investing felt out of step with the times in 2017 as growth everywhere at any price continued in the markets.
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SA Interview: Merger Arb Investing With Uncorrelated Returns

2017-12-24 seekingalpha
Sourcing special situation ideas, how to evaluate merger arb ideas and the difference between the buy and sell side are topics discussed.
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AABA : Altaba Stock Analysis and Research Report

2017-11-04 - Asif

Yahoo! Inc (now Altaba), together with its consolidated subsidiarie, is a guide to digital information discovery, focused on informing, connecting, and entertaining its users through its search, communications, and digital content products. By creating highly personalized experiences, the company help users discover the information that matters most to them around the world—on mobile or desktop. The company create value for advertisers with a streamlined, simple advertising technology that leverages Yahoo’s data, content, and technology to connect advertisers with their target audiences. Advertisers can build their businesses through advertising to targeted audiences on its online properties and services (“Yahoo Properties”) and a distribution network of third-party entities (“Affiliates”) who integrate its advertising offerings into their websites or other offerings (“Affiliate sites”). The company's revenue is generated principally from search and display advertising. Altaba is...

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CUSIP: 984332106