Hedgeye Internet & Media analyst Hesham Shaaban will be hosting a special call outlining our SHORT thesis on Alibaba Group Holdings (BABA) today at 1pm ET. 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.
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In case you missed it, here's a complimentary look at some of Shaaban's research we unlocked earlier this week.
In addition, CNNMoney's Paul La Monica picked up on our short BABA thesis and wrote about it here.