Burry Highlights Value in Alibaba and Other Stocks
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 12 2026
0mins
Source: seekingalpha
- Market Punishment: Burry highlights that the stock market continues to penalize large, established companies with significant owner earnings and low debt, indicating a sensitivity to AI capital flows that may impact intrinsic value.
- Alibaba's Investment Outlook: Burry has increased his position in Alibaba, citing its advanced AI strategy in China; he believes that despite the market's failure to recognize its value, the stock will rebound quickly and continue to create value for common shareholders.
- PayPal Management Turnover: Burry notes that management turnover at PayPal is negatively affecting its stock price, and although the current P/E ratio is attractive at 7-8x earnings with aggressive stock buybacks, the market remains pessimistic about its prospects.
- Veeva Systems Undervaluation: Burry argues that Veeva Systems' P/E and P/S ratios are significantly below historical levels, and the perceived threat from Salesforce has been overstated, presenting a buying opportunity as the stock has returned to lows.
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Analyst Views on BABA
Wall Street analysts forecast BABA stock price to rise
15 Analyst Rating
15 Buy
0 Hold
0 Sell
Strong Buy
Current: 107.440
Low
180.00
Averages
203.09
High
230.00
Current: 107.440
Low
180.00
Averages
203.09
High
230.00
About BABA
Alibaba Group Holding Ltd is an investment holding company mainly engaged in the provision of technology infrastructure and marketing platforms. The Company operates its business through four segments. The Alibaba China E-commerce Group segment is mainly engaged in E-commerce business, including operating Tmall Supermarket and Tmall Global, providing customer management services, product sales, as well as logistics services. It also operates quick commerce business such as Taobao Instant Commerce and Ele.me, as well as the China commerce wholesale business through 1688.com. The Alibaba International Digital Commerce Group segment is mainly engaged in international commerce retail and wholesale business, operating platforms such as AliExpress, Trendyol, Lazada and Alibaba.com. The Cloud Intelligence Group segment mainly provides public and non-public cloud services. The Other segments primarily include the operations of Freshippo, Cainiao, Alibaba Health and other business.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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