Alibaba: Bullish On Cloud, International Digital Commerce And Margin Expansion

Manuel Milan Performance Assessment In my last coverage of Alibaba (NYSE:BABA), I had rated the stock a 'Neutral/Hold'. Since then, the stock has outperformed the S&P 500 (SPY) (SPX).   Performance since Author's Last Article on Alibaba (Seeking Alpha. Author's Last Article on Alibaba) However, I am not too fussed about missing this run up, as I believe it is still early days for a full-fledged turnaround. Hence, I anticipate further chances to accumulate the stock over time. Thesis Update Upon release  ...