[BABA] Alibaba Group Holding

Research on [BABA] Alibaba Group Holding

This is a complete list of research I have done on the subject.

Alibaba: The Sprawling Octopus

On China’s regulatory crackdowns, the history of Alibaba, the arms of the octopus, how Alibaba monetizes its ecosystem, the moat, how Alibaba could fail, how I would value the company, and a note on position sizing.