Time To BUY JD? Michael Burry Thinks So! JD Vs BABA Vs PDD/Temu

With the solid earnings of JD.com reported this week and JD being Michael Burry's largest holding after Alibaba stock we decided to take a quick look at the state of Chinese E commerce and compare the JD, BABA, and PDD/Temu stocks in terms of which is the better value right now? Spoiler alert I may be buying JD stock very soon as the free cash flow yield is just insane!

Disclaimer: The opinions contained in this video are our own. We are not licensed investment professionals if you choose to participate in investments discussed herein you do so at your own peril. No investment is without risk and you may very well lose money.

#baba, #michaelburry, #munger

michael burry, home prices, inflation, mortgages, cash buyers, real estate investing, the big short, home price crash, housing crash, mortgage bubble, home price bubble, mortgage rates, mortgage rates 2022, fed reserve, fomc, fed funds, mortgage bonds, death pledge, home price collapse, house poor, interest rates, interest rates 2022, housing crash 2022, rent bubble, rent crisis, evictions, foreclosure, short sale, dr michael burry, burry, real estate collapse, mortgage debt, stock market crash, qqq, spy, short the market, tesla, tsla, spy crash, qqq crash, china, Xi, Xi Jinping, world war, invasion, russia, ukraine, taiwan, supply chain, Stocks to buy now, Stocks to buy 2022, Baba, Alibaba stock, Value investing, Investing, chinese stock analysis, Swing trade, Baba stock, alibaba stock, Alibaba price, Alibaba stock analysis, Chinese tech, China, Jack Ma, President Biden, president trump, Chinese stock risks, Safe stocks, china delisting fears, delisting, charlie munger, Charlie, Munger, Warren Buffett, buffett, value investing, sell baba, stock breakout, long baba, swing trades, swing trade, option trade