Alibaba Group Holding Limited
BABA
position
long
Damon Ficklin & Jeff Mueller
Thesis
Damon Ficklin and Jeff Mueller mention Alibaba as part of their investment strategy, reflecting confidence in its growth potential despite market challenges.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time frame since the pitch, it's difficult to assess whether the thesis has played out. The mention of Alibaba's growth potential suggests a positive outlook, but without concrete results or time elapsed, the outcome remains uncertain.
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