AABA News and Press, Altaba Inc. From 11/20/18

This article is part of a series that provides an ongoing analysis of the changes made to John Paulson’s 13F stock portfolio on a quarterly basis. It is based on Paulson’s regulatory 13F Form filed on 11/14/2018. Please visit our Tracking John Paulson’s Paulson & Co...

Thesis Alibaba's ( BABA ) shares declined substantially over the last couple of months, primarily due to trade-war worries and a broad sell-off in Chinese equity markets. Due to being a consumer-centric company with a clear focus on the Chinese market, the trade war will not have a large i...