저자: Just-InvestToday채널진행자 · 외국인
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알리바바 13F 공시를 근거로 유명 투자자들이 여전히 BABA를 보유·추가 매수 중이며, 이는 중국 시장 저평가와 장기 성장 잠재력을 보여준다는 주장. 그레그 알렉산더(가치투자자, 워런 버핏이 추천했다고 언급)는 분기마다 알리바바를 꾸준히 매수해 왔고 최근 분기 28% 추가 매수, 포트폴리오 2위 종목이라고 설명. 레이 달리오(브리지워터)는 알리바바를 개별 종목 상위 3위(비중 2.6%)로 보유하며 130% 추가 매수했다고 언급. 다만 달리오가 중국에 편향돼 있다는 점은 감안해야 한다고 함. 빌 밀러는 대부분 종목을 줄였지만 알리바바는 8% 추가 매수. 톰 루서도 알리바바를 8% 추가 매수. 반면 버크셔, 네슬레, 구글, 필립모리스 등은 매도했다고 언급. 단기 고통·장기 이득 관점에서 알리바바·JD·PDD 등 중국 기업들이 저평가 상태이며 성장 여력이 미국 시장보다 크다고 주장. 리스크로는 규제 리스크와 거시경제 요인을 언급. 영상은 이전 실적 발표 후 시장의 부정적 반응에도 장기 관점을 유지하자는 결론으로 마무리.
다듬은 글
the 13f filings people who invested in alibaba people who are still bullish on alibaba and they're not selling they have strong convictions so yes so we're going to get into it in this video because remember we just seen the earnings report people are hating on alibaba people don't like the stock but we're going to remain strong we're going to see the super investors and what they're doing see if we can get any clues but before that can you please like the video subscribe to my channel man i'm on the road to a thousand subscribers can you please help me out and help me get there so the first person we're gonna look at is greg alexander and you've got to remember who greg alexander is warren buffett actually recommended to actually invest in him if anything happened he's one of the three people to invest in and if anything happened so greg alexander is a well-respected value investor in the value investing community so we have to look at what he buys and see what he's doing and remember he added 28 to alibaba and you got to remember he has invested in alibaba but before it's like almost every quarter he's been making alibaba buys like quarter one that was his last time he bought alibaba he put look at that he added 147 percent so his activity in buying baba has been pretty much steadfast and he's still very bullish in alibaba so we have to respect that right and uh just looking at this portfolio like you can just tell his top look at his top five holdings stalantes alibaba equitable holdings builders and yandex but alibaba is the second position so it just reminds you that guys alibaba in the short term yes it's killing us but in the long run it's gonna fix itself in my opinion there's still risk to alibaba purchase there's so regulatory risk stuff could always happen macroeconomics and all that good stuff so still if you're looking from a bottom up perspective on the business it's still doing well it's still strong so we still have that in sight look what who else ray dalio of bridgewater associates it can't get any better than this like ray dalio is like the macroeconomic group of investing and he just understands the the aspect of investing and what's going on in the world so he's remaining bullish on alibaba and it's it's it's the top three holdings when it comes to individual stocks is alibaba 2.6 percent and just added 130 percent to his shares so think about that but we have to have a little slight edge on that a little slight reminder that he's kind of biased on china because he's always visiting china he has like a i think he has a spot in china too so you still gotta make sure that you understand that he is kind of biased towards china because he just loves china that much so but even if he does he still wouldn't harm his purchases he still wouldn't like just ruin his shareholders by buying into baba if he doesn't believe in the company and doesn't believe in what they're doing so that just goes to show you that yes alibaba pdd jd.com they're all undervalued right now and i still think they have so much potential so that's interesting buy he sold off walmart procter and gamble johnson and johnson he added coca-cola a little bit of pepsi so he's doing his thing and you just have to remember that china market is undervalued and that's what most of these value investors are seeing they understand the long game the short-term pain the long-term gain and they that's what they're doing they're putting their money where their mouth is and not ever and like when you really think about it who's selling alibaba but only monash is really selling alibaba all the gurus understand the fundamentals of alibaba and it's room to grow bill miller we know legendary bill miller man he beat the s p 15 years in a row so he has his eyes on the market he knows what's going on and he's really innovative he's really forward thinking and look he's been reducing deuce and everything but boom adds eight percent to his alibaba purchase but he's reducing everything else pretty much on his top holdings and remember the top holdings is what matters because that's the most conviction people have on their bet and he's seen remember you have to be a con train when you're in this investing game if you just do everything every way what the market does you just invest in the smp you're just going to get market returns but you got to do the opposite if you want those big returns and if you have that view of basically baba being a good business so just look what he did reduce alphabet he does amazon splunk um facebook adt norwegian cruise line like he's reducing pretty much everything he's adding in small positions here and there herbert life but just the main thing you have to respect is that because alibaba member alibaba it's in this top ten when companies are in your top ten top five that's the compass who you have the most conviction you understand the potential for the company so him investing in alibaba that's huge and then boom we got tom rooser he's extremely good value investor too he's averaged like a really good percentage in the market he's added eight percent again to alibaba so we're just seeing like that's the thing like when you're looking at these super investors most of them are selling like they're just selling down the position because they understand their position in the market but when you're looking at the overall state you can see some portions are overvalued but the chinese market alibaba jd.com pdd like all those chinese stocks are undervalued there's more potential there than the american market right now so you're seeing everyone sell out like look at this selling out berkshire nestle google phillip morris paranoid like they're selling out of these businesses but they're getting into alibaba because they see their value they see how it has so much potential to run in the future so guys i know you might be down and out right now you're saying you're crying you're moaning and groaning that alibaba's not doing well but sure the long-term potential is there there for alibaba as you're seeing these google value investors these super investors are still buying in they're still looking at it as a positive so what do you think guys do you think more super investors are going to buy in to alibaba as it's been declining it's not like 145 right now whatever it is man but anyways man like this video subscribe to my channel man and if you're a ally wobble ball if you're not if you're beer comment down below peace
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