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Podcast: The John Johnston Lounge
Episode: Michael Burry + These Super Investors Bought Alibaba & JD Stock
Description: 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. Timestamps00:21 Michael Burry portfolio01:34 David Tepper portfolio04:13 Howard Marks portfolio05:32 Alibaba stock super investors07:05 Samantha McLemore portfolio07:38 Alibaba Stock Guru trades09:15 JD stock s...