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Home/Markets & Investing/MICHAEL BURRY

Michael Burry's Bet on JD.com Reveals a 25.8% Valuation Gap

AB

Avery Blackwell

Michael Burry · Apr 10, 2026

Michael Burry's Bet on JD.com Reveals a 25.8% Valuation Gap

Source: The Digital Ledger Data Terminal

JD.com American Depository Receipts (ADR) rose 2.2% on April 10, 2026, following the disclosure that investor Michael Burry has acquired shares in the company. Burry, known for identifying undervalued assets, described the company's recent price decline as an attractive entry point. He also acquired shares in Alibaba, which now accounts for slightly over 6% of his investments.

Related Brief1d ago
investing

Michael Burry's Chinese E-commerce Bets Bets on a Price Dropy

JD.com's ADR rose 2.2% on Friday. This movement followed an announcement by investor Michael Burry that he had purchased shares of the Chinese e-commerce company. In a post to paid Substack subscribers, Burry stated that Alibaba is a new position in his portfolio, representing slightly above 6%. JD.com is a significant addition to the portfolio and represents a slightly higher proportion than Alibaba. Burry wrote that the recent weakness in the company's performance provided a highly attractive entry point.

JD.com is the third-largest Chinese e-commerce platform by gross merchandise volume as of 2025, with a market capitalization of approximately $39.63 billion. The company's current price of $28.91 is 25.8% below its GF Value of $38.97, indicating the stock is trading at a discount to its intrinsic value.

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equities

Anthropic's ARR growth reveals Palantir's scale inefficiency

Palantir stock faces a forecasted multiyear decline. This projection follows Michael Burry's identification of Anthropic's annual recurring revenue climbing from $9 billion to $30 billion in a few months. Burry notes that enterprises are shifting toward cheaper and more intuitive AI solutions. Palantir took 20 years to reach $5 billion in annual recurring revenue. Burry has positioned for this decline through long-dated put options.

JD.com's P/E (TTM) of 16.55x is higher than its five-year median P/E of 13.99x. Its GF Score of 78/100 suggests strong overall performance across financial metrics, including growth and valuation ranks of 8/10. However, its momentum rank is 2/10, reflecting short-term challenges. There has been no recent insider buying or selling activity.

Related Brief14h ago
equities

Berkshire Hathaway's Google Investment Yields $1.29 Billion Profit

Berkshire Hathaway has netted $1.29 billion in profit from its position in Google's Alphabet stock. The investment arm of Warren Buffett established the position of 17.85 million Class A shares in the third quarter of 2025, paying an average price of roughly $243.22 per share. The total cost of the entry was $4.34 billion. Alphabet stock traded at $315.50 on April 9, 2026, bringing the current value of the position to $5.63 billion. This represents an estimated return on investment of 29% over the last six to seven months.

Michael Burry

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