BABA
💰 Alibaba is Michael Burry’s largest holding, with a $21 million investment, signaling strong confidence despite recent challenges.
⚠️ The company faces growth headwinds due to increased competition and regulatory pressures in China.
📈 Key growth areas include international e-commerce and logistics (Cainiao), which show potential for increased profitability.
✅ Financially strong with $11 billion in net cash, but carries risks related to Chinese regulations and VIE structure.
@Invierteygana:
“Michael Barry is most invested in Alibaba; it is his main position, where he has invested $21 million, and he has bought shares recently after the sharp fall of the last three years. Is Barry right, and is it a great opportunity? Alibaba is a great tech company trading at very low multiples with a very good financial situation, but with significant risks.”
Watch the exact part of the video where Invierteygana talks about Alibaba here:
View the video on YouTube.
Read more articles by the world’s top 100 analysts on Alibaba (BABA) at the following link. BABA stock.
