Tag: AliBaba

Who Has The Biggest Cash Hoard? 2016 Edition

Who Has The Biggest Cash Hoard? 2016 Edition

Who Has The Biggest Cash Hoard? 2016 Edition by The Activist Investor Blog We’ve followed the cash holdings of the largest US companies for some time now. Back in 2011 we claimed these holdings exacerbated the Great Recession, and then […]

Baron Funds 1Q16 Letter: Mobile e-Commerce Soars

Baron Funds 1Q16 Letter: Mobile e-Commerce Soars

Baron Funds letter for the first quarter ended March 31, 2016; titled; “Investing In The International Equity Markets.” Baron International Growth Fund: Investing in the International Equity Markets With approximately 75% of the world’s publicly traded companies located outside the […]

Solving The ‘Tech Bubble’ Puzzle – McKinsey

Solving The ‘Tech Bubble’ Puzzle – McKinsey

Solving The ‘Tech Bubble’ Puzzle by David Cogman and Alan Lau – McKinsey & Co. Public and private capital markets seem to value technology companies differently. Here’s why. Aggressive valuations among technology companies are hardly a new phenomenon. The widespread […]

Alibaba Group Holding Ltd Stock PT Upped By Multiple Firms

Alibaba Group Holding Ltd Stock PT Upped By Multiple Firms

Alibaba Group Holding Ltd (NASDAQ:BABA) appears to be unaffected by the macroeconomic pressures impacting the rest of China as it beat estimates for both revenue and earnings. Analysts quickly started upping their price targets following Thursday’s report, although interestingly enough, […]