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hello everyone welcome back to Justin best today and today Michael burry just released a 13 F violence man he actually did it he finally bought Alibaba and jd.com this just confirms how cheap these companies are we know Michael burry is very worried about the economy and what's happening so if he's buying he thinks these companies are super cheap remember he just came out and set the cell so why would he say sell in this economy while buying Alibaba and jd.com it has to be because they are super cheap right now in his opinion so we're gonna get into this video we're gonna talk about it because I've been seeing what he's been seeing before we talk about Chyna and Alibaba and jd.com like this video And subscribe to my channel we're gonna look at the activity of Michael burry because it's very interesting and we know he goes in and out of company so just knowing this he could actually be buying Alibaba and just selling it out next quarter if he sees a big run up after earnings because remember Ali Robert earnings are coming out and remember Alibaba has been talking about how they're gonna become more efficient they're going to generate more free cash flow this year so we can probably see a big jump in earnings this year especially when China is opening up man there's so many catalysts coming out of China they increase liquidity and app Financial so we can see the bullish sentiment with China right now maybe he's looking at it in those terms right now but we'll see what happens next quarter if he sells or he's actually keeping this as a long-term position because he does do that as well looking at the two main buys for Q4 we can see Alibaba and jd.com look at that nine percent position of his portfolio into Alibaba and nine percent into jd.com the two Chinese companies he sold out of Geo he sold a lot of great core Civic Aero jet he is known to go in and out of these companies very very fast we can't take these Q4 earnings of Michael burry as saying that he's holding these for the long term and when you think about Michael worries position in Alibaba and jd.com these companies had huge run-ups in their stock price so he might have already probably sold out remember that he bought in Q4 and Q4 is around October 1st at the end of December and if you look at the stock price for Alibaba it's insane if he actually bought at a good time man he's up big already so Q4 13f filings around October 1st to December 30th so he could have bought it at any price during this time eighty dollars all the way down to 65 imagine he bought it at 63 dollars and made this huge run all the way up to like 120 87 return if you bought it at that price which is insane you could have had a eighty dollars and sold it around here 41 return who knows what he's doing with his position but he has a lot of time to buy it at these single digit 71 80 80 90.
you probably bought it around probably 80 90 which is really good probably got lower annoying Michael burry around 70 dollars around this Mark but who knows really but he probably got it at a really good price Michael burry has literally been telling us how cheap China is and that you should be buying China right now look at this tweet that he tweeted out China markets are having an America in early 2009 moment fear and uncertainty are peaking or close to it but China is too important to America 20x Russia so he's basically telling you that what America did to Russia it cannot happen to China because it's 20x more important America cannot effectively fight or sanction China without spiting itself nearly as severely just acts King James so he's literally telling you right now how cheap the China Market is Imagine buying stocks in 2008 and 2009 and what the returns you would have that's what Michael burry is basically predicting with these amazing companies if you actually look at the GDP growth of China and what it's been doing over the past decade in it doesn't deserve a 2009 treatment if you're looking at these stocks through Michael burry's eyes you can see why he thinks China is so undervalued at this point other reasons why Michael burry can be just really bullish on the Chinese market right now of Baba and jd.com there's so much pent-up demand to spend as during the whole pandemic people were able to save people are expecting to have Revenge spending from the Chinese as they're gonna go crazy as all the markets have basically opened up for them that can go around they can travel they can do what they want so that's a big plus for the Chinese market also the government wants to improve GDP growth and it's looking at the Chinese market the big Tech names to do that you can see that tensing is getting gaming licenses now you can see that it's putting money into app financial and financial is able to actually expand its Market expand its credit worthiness Alibaba is talking about how it's going to improve its efficiency now as it's going to generate more free cash flow going forward right now Alibaba is at a five percent yield 14 billion on 275 billion dollar market cap and that's a low base because the zero covert policy and people weren't spending what happens when it returns to that 29 billion Alibaba is really worth like a 700 to 800 billion dollar market cap as cloud is expected to span as the GDP growth is expected to spat International growth in the Chinese market there's so many levers to pull out Financial improving its business guys there's so much to like about Alibaba and even jd.com but it's gonna come slowly mutual funds are expected to put 148 billion dollars of net inflows into Chinese companies which is a huge positive as we've seen in 2022 everyone was fleeing the market because they were afraid that the Chinese government was gonna crash and kill every single company so the sentiment is turning in that sphere so we can understand why Michael bird is so bullish on China what's your thoughts on Michael burry buying Alibaba and jd.com is this big news is this little news does it matter does it not matter guys tell me what you think down below like this video And subscribe to my channel peace
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