The Symbiotic Struggles of Yahoo! Inc. (YHOO) and Alibaba Group Holding Ltd (BABA)

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Rob Citrone‘s Discovery Capital Management is the largest stockholder of Alibaba Group Holding Ltd (NYSE:BABA) holding some 6.52 million shares valued at 536.73 million after a 26% cut in its stake during the June quarter.

We also track insider trading as it gives the management’s perspective with regards to the company’s future prospects. As for Yahoo! Inc. (NASDAQ:YHOO) prominent insider purchase includes that by Director Lee H Scott, who acquired 15,000 shares in June, while Marissa Mayer, Yahoo’s CEO has sold some 372,000 shares this year.

While the Chinese economy remains on its course to a hard or a soft landing we think that Yahoo! represents a better bet than Alibaba at the moment.

Disclosure: None

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