Alibaba Group Holding Limited
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
The thesis is a generic long expression of confidence in Alibaba's growth potential, with no stated catalyst, price target, or time horizon, and no price performance data is available. Without a measurable return or a specific thesis event that can be confirmed as having occurred or failed, there is no basis to judge whether the thesis played out.