Inside the Portfolios of Giants: What Buffett, Dalio, and Burry Are Buying Now
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Key investors like Buffett, Dalio, Burry, and Druckenmiller reshaped portfolios in Q1 2024, reflecting diverse strategies amid market shifts. Warren Buffett sold a significant portion of his Apple holdings and bought Chubb, citing future tax concerns. Ray Dalio increased his tech stock investments while selling consumer-related stocks like Pinduoduo and Coca-Cola. Stanley Druckenmiller reduced his…
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Michael Burry’s increased investments in Alibaba and JD.com highlight optimism in undervalued Chinese equities despite significant risks, suggesting potential opportunities for value-focused investors. Michael Burry’s Scion Asset Management significantly increased investments in Alibaba and JD.com, indicating optimism about Chinese equities despite inherent risks. Alibaba’s valuation remains attractive compared to Amazon’s, and it trades at significantly…