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The Art of Value

Michael Burry + These Super Investors Bought Alibaba & JD Stock

May 21, 2024
10:41

I investigate which super-investors have been buying Chinese stocks, including Alibaba stock (BABA), JD stock, Baidu (BIDU), PDD and others during the past quarter. The 13F filings of large fund managers have just been reported, including from famed “Big Short” investor Michael Burry, so we can see the stocks they’ve been buying and selling in the quarter. 


Timestamps

00:21 Michael Burry portfolio

01:34 David Tepper portfolio

04:13 Howard Marks portfolio

05:32 Alibaba stock super investors

07:05 Samantha McLemore portfolio

07:38 Alibaba Stock Guru trades

09:15 JD stock super investors


Related episodes:

Super Investors Just Bought These Small Caps https://youtu.be/kIsJZKlPDj4


Warren Buffett: I’d Buy Small Caps if Starting Over Now https://youtu.be/V7yAKXYXhDM



Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue


I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (referral link):

https://www.gurufocus.com/?affid=2c95d5930bb2537b2e0265075fb66581


I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue


AeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBS


Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

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