We will be hosting a call outlining our SHORT thesis on Alibaba Group Holdings (BABA). Since our last call on BABA, we saw validation of the core tenets of our thesis within its last earnings release, as well the emergence of a new trend, which will compound pressure across its model.
Join us for our call Thursday, March 5th at 1:00pm EST as we update our bearish thesis, and why we see 25%+ downside from here.
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.
- Fool’s Gold: Why mobile is not a long-term opportunity, but a secular headwind.
- Sputtering Tailwinds: Why BABA’s last core growth driver can no longer offset headwinds across its model.
We will be posting call details Thursday mornings. Ping us or email firstname.lastname@example.org for more information.
Hesham Shaaban, CFA