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 Nowhttps://youtu.be/V7yAKXYXhDM
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