AI push and China tech trend has made Alibaba stock hot once again
Great update on Alibaba.
Alibaba (BABA) is Michael Burry's (a legendary investor) largest investment, followed by Baidu (BIDU) - his number 2 investment, and JD.com (JD) - his number 3 investment.
https://ffus.substack.com/p/michael-burry-stays-in-china
Great summary as always you cover so many of the things I'm thinking about.
Great update on Alibaba.
Alibaba (BABA) is Michael Burry's (a legendary investor) largest investment, followed by Baidu (BIDU) - his number 2 investment, and JD.com (JD) - his number 3 investment.
https://ffus.substack.com/p/michael-burry-stays-in-china
Great summary as always you cover so many of the things I'm thinking about.