Why Michael Burry Is ALL IN on Alibaba? | BABA Stock Analysis

In this video, we dive into why legendary investor Michael Burry has made Alibaba his largest portfolio position, representing a bold 21.3% of his holdings. And he’s not alone—seven other top investors have also put significant money into this e-commerce giant. Using our 7-step analysis process, we’ll explore why these “super investors” are betting big on Alibaba, examining the potential upside, key risks, and the most crucial question: is now the right time for us to invest in Alibaba?

#alibabastock #BABA #babastock #StockAnalysis

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Disclaimer:
I am not a financial adviser. This video is for educational and entertainment purposes only. Seek professional help before making any investment decision.​

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[CEOAirsoft]

You said that Baba wasn't buying back shares but a simple Google search shows they're buying aggressively and still have $22 billion left to spend in their buyback program through 2027. Am I missing something?

[nelsontyler]

well enough i will say Alibaba's AI prowess could position it well not only in the domestic market but also in potentially leading AI innovation on a global scale, considering China's push to establish itself as a leader in AI development.Crazy shit

[ryannemdjen]

Acquiring stocks could appear simple, but choosing the right stock without a tested plan can be very difficult. My main barrier to growing my $210K portfolio, which I've been working on for a while, is the absence of well-defined entry and exit plans. Any guidance on this would be highly valued.

[druvaciam]

$BABA is buying back shares not issues. The video is incorrect.

[Louisjake-wm]

Purchasing a stock may seem straightforward, but selecting the correct stock without a proven strategy can be exceedingly challenging. I've been working on expanding my $210K portfolio for a while, and my primary obstacle is the lack of clear entry and exit strategies. Any advice on this matter would be greatly appreciated.

[mysandwichlife]

Yes, Alibaba has been buying back shares:
June 2024
Alibaba repurchased $5.8 billion in shares, which included 613 million ordinary shares and 14.8 million American Depository Shares (ADSs).
September 2024
Alibaba repurchased $4.1 billion in shares, which included 414 million ordinary shares and 52 million ADSs.
First two quarters of 2024
Alibaba repurchased roughly $10 billion in shares.
2024
Alibaba repurchased $12.5 billion in shares, which reduced its total share count by 5%.

[jacobr]

BABA is not diluting, they have an insane buyback program now and have been a net positive for investors on the buyback front since 2020.

[pb]

A fair point at 3:55 that their diluted shares outstanding was lower 10 years ago, although at this rate, I would think that the statement doesn't hold true anymore by the end of the year.

[mysandwichlife]

#NIO and BABA are a going to boom in the next 1 to 2 years.

[elden]

The analysis is irrelevant due to the company being listed only 10 years ago and having gone through 2 top management changes during that time. Saying share buybacks are an X even when they've been buying back huge amounts during the past year or so is a bit funny and might dissuade potential buyers unnecessarily. The current management has proven to be dedicated to increasing shareholder returns and also realigning the company to perform better during times of great competition.

[CSqrdX]

I believe this company should be evaluated on the basis of performance in the past 5 years. China has undergone a massive ideological transformation since 2019 - since 2015 but policies didn’t start to take hold for a couple more years - and Baba’s management/business model has also changed. They’re a massive buyer of shares now. However, their financial metrics/market position has also eroded significantly.

[ChairmanMeow]

There is share buyback . Get accurate,

There is share purchase by new ceo and jack ma last year, that should be mentioned

[mididoddi]

Thank you for the video! It looks like it is one of the best in recent times with more than 457 likes!

[DashydashA]

3 days ago i put 50k into Alibaba. It went up 10% in an instant. Im gonna hold it for a few more months as i and many others believe it will rise to $127. The Chinese government will be decreasing interest rates so I thinks its wise to invest

[MrRoeckLEE]

My biggest stocks in my portfolio for 2025 :
- Louis Vuitton
- Dior
- Alibaba
- JD

The time of value stocks has come !!

[mysandwichlife]

Yes, disposable income in China is increasing:
2023
Disposable personal income in China increased to 51, 821 CNY in 2023, which was an all-time high. The real increase in disposable income for the year was 6.1%.
First half of 2024
The median of the nationwide per capita disposable income was 17, 358 yuan, which was a 5.9% increase.
First three quarters of 2024
The average disposable income in China increased by 4.9% when adjusted for price.
First quarter of 2024
Per capita disposable income in China was 11, 539 yuan, which was a 6.2% increase year on year

[popeyeSailor-ev]

Howard Marks is likely invested in Alibaba debt, NOT in BABA stock.

[matthewt]

BABA stock analysis - yes and thank you. But I don't see any info about "why Michael Burry is ALL IN", or did I miss something?

[begior]

I'm interested in an analisys of JD . Could you make It in next weeks?

[BoskoBuha]

Wait i thought they were buying back shares?