IPO and L/S equity, 2015 Starmine top stock picker, Global Equity Research Ltd

Rickin Thakrar

14 years of experience in global investment research and trading. In relation to research, we focus on IPO, Event-driven and large-cap non-consensual ideas. In relation to trading, we focus on generating positive index-adjusted returns and have had several top-decile or top-quartile performances over the past three years. In terms of background, I have worked at several sell-side firms (JP, Redburn, Haitong, Mainfirst), won Starmine as top stock picker in European Food Retail in 2015 and have been voted top one to top-five by institutions and hedge funds.

IPO and L/S equity, 2015 Starmine top stock picker

Alibaba: A Detailed Look at the SOTP, and What that Tells Us About the Ant Group and Core Commerce

Alibaba – Potential Flaws in Consensus Forecasts?

Alibaba HK Listing: The One Number that Matters in Valuing This Conglomerate

Alibaba HK Listing: Do the Fundamentals Stack Up?

US Congress Passes Bill that Could Lead to the Delisting of Chinese Companies on US Exchanges

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Uncompromised, Independent, Conflict-Free Research

Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

Equity Bottom-Up

Alibaba Group Holding  / Equity Bottom-Up

<p><a href="https://www.smartkarma.com/entities/alibaba-group" target="_blank" data-smartkarma-citation="entities:28434:1" rel="noopener">Alibaba Group (9988 HK)</a> shares have made a robust recovery from their December low and its recent results have provided grist for bullish prognosticators. However, looking under the hood, we believe there may be some potential concern for erstwhile stalwart bulls on the name. More details below</p>

Alibaba Group (9988 HK) shares have made a robust recovery from their December low and its recent results have provided grist for bullish prognosticators. However, looking under the hood, we believe there may be some potential concern for erstwhile stalwart bulls on the name. More details below

Alibaba – Is There a Problem in Core-Commerce?