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Burry all in on China (Patreon)

Published:
2024-12-21 20:31:04
Imported:
2026-06
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He has been wrong a lot since GFC

That being said I saw value in BABA last year...

It is his biggest position by far.

Michael Burry has significantly increased his exposure to Chinese companies, but he is highly concentrated in just 3 Chinese companies:

  • Alibaba, the eBay of China - increased his stake by 29% from 155,000 shares to 200,000 shares.

  • JD, the Amazon of China - increased its shares by 100% from 250,000 shares to 500,000 shares.

  • Baidu, the Google of China - increased its shares by 66.7% from 75,000 shares to 125,000 shares.

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Comments

French_Dreamer

Thanks for the info. I leave the Chinese stocks alone. It’s just a rule in my book: no biotech, no banks, no Chinese stocks (and emerging markets for that matter).

Little Seal

Burry is the ultimate contrarian investor. His greatest strength and weakness.

Little Seal

Looking at these comments shows just what a contrarian investment China has become.

BenY

not gonna end well...

Jaggerthetrade

Glad that Burry is not investing my money 💰.

Aeternum58

All of these China stocks look like they are at rock bottom, surely good buys?

Jekatskin

Jesse Dow disapprove this message

sup96

Not looking at Chinese stocks after NIO, total waste of time & money

Sven

I just sold an old China fund I had in my portfolio last week and took some loses on that. I am not sure if those companies would be worth investing in if Trump start arguing about tariffs as China is not his closest friend.

6flagns

I'd say it's likely us market will pull back in new year and China take the lead after some clear stimulus