Michael Burry should probably just stay away from Alibaba. Every time he buys into BABA, it feels like the stock plunges soon after. Maybe Alibaba shareholders should be more worried when Burry buys than when he sells. 😂
Burry Steps Away from Alibaba, Cites Valuation Concerns and Shifts Focus to JD.com
This is not a balanced analysis of Alibaba. It sounds like the conclusion was decided first and the arguments were selected afterwards to support it. There is almost no meaningful discussion of Alibaba’s strategy, AI and cloud ambitions, e-commerce restructuring, international businesses, cash generation or shareholder returns. Calling out risks is completely fair, but ignoring the other side of the investment case makes the video look biased rather than analytical. If you want to be bearish on Alibaba, show the numbers and explain why its strategy will fail instead of just recycling negative talking points.
Alibaba Is Betting Big On AI… So Why Is Wall Street Worried?