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.