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Takeaway: We're hosting a call Friday, November 21st at 11:00am EST discussing our bearish long-term view on BABA, and timing the short opportunity.

EVENT:  BABA: Risks & Timing, What Others Aren’t Telling You - HE IM baba

We will be hosting a call outlining our long-term BEARISH view on Alibaba Group Holdings.  BABA is too large to control its own destiny, leaving it hostage to the China growth story and creating a set of challenges for its business model.

Moderated by Hedgeye's CEO Keith McCullough, we'll integrate a PMs perspective on risk and timing.  

    

Join us for our call Friday, November 21st at 11:00am EST.

 

KEY TOPICS WILL INCLUDE  

  • China Can't Grow Fast Enough: Top-down analysis of the key factors driving E-Commerce in China.
  • Growth Will Come at a Price: How the China growth story will pressure BABA's Business Model.
  • Timing the Short: Model Projections and the Key Metrics we're tracking to monitor our thesis.

 

CALL DETAILS

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