My 'Buy' call on Alibaba (NYSE: BABA ) ( OTCPK:BABAF ) (NASDAQ: BABX ) has not played out well as it has lagged the S&P500 ( SPY ) ( SPX ) ( IVV ) ( VOO ) by more than 25%:Providing alpha-generating investment ideas. I am an independent investor managing my family's portfolio, primarily via a Self Managed Super Fund. You can expect my articles to deliver a clearly structured, evidence-based thesis. But first and foremost, I encourage readers to judge me on my performance.I have a generalist approach as I ex ...