Robert Way Investment thesis My previous bullish thesis about Alibaba (NYSE:BABA) aged well as the stock outperformed the broader U.S. market since June 5 with its 6.7% total return. I think that there are no reasons to become less bullish about Alibaba's long-term prospects. The company continues delivering solid revenue growth. Despite a temporary pullback in the EPS, its profitability is still strong and will help to accumulate value for shareholders. The financial position is a fortress, which is al ...