As part of the weekly research here at The Acquirer’s Multiple we’re always interested in investing gurus who hold the same stocks that appear in our Acquirer’s Multiple Stock Screeners, based on their latest 13F’s. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks.
While doing this research we’ve also uncovered a number of common stocks that investing gurus have recently bought, or continuing to hold in their portfolios, according to their latest 13f’s. So we’re now providing a new weekly feature article called ‘One Stock Superinvestors Are Buying Or Holding’. This week we’ll take a look at:
Alibaba Group Holding Ltd – ADR (NYSE: BABA)
Alibaba is the world’s largest online and mobile commerce company, measured by GMV (CNY 6.6 trillion/USD 1 trillion for the fiscal year ended March 2020). It operates China’s most-visited online marketplaces, including Taobao (consumer-to-consumer) and Tmall (business-to-consumer). Alibaba’s China commerce retail division accounted for 69% of revenue in the December 2020 quarter, with Taobao generating revenue through advertising and other merchant data services and Tmall deriving revenue from commission fees. Additional revenue sources include China commerce wholesales (2%), international retail/wholesale marketplaces (5%/2%), cloud computing (7%), digital media and entertainment platforms (4%), Cainiao logistics services (5%), and innovation initiatives/other (2%).
A quick look at the price chart below for Alibaba shows us that the stock is down 39% in the past twelve months.
(Source: Morningstar)
Superinvestors who recently bought, or continue to hold Alibaba stock in their portfolios include:
Ken Fisher – 14,129,399
Chris Davis – 4,366,296
Ken Griffin – 2,224,770
Jean-Marie Eveillard – 1,707,007
Tweedy Browne – 1,547,316
Tom Russo – 1,463,677
Ray Dalio – 1,419,060
Steven Romick – 957,979
Bill Miller – 581,480
Mason Hawkins – 504,273
Lee Ainslie – 450,109
Steve Cohen – 438,764
Mohnish Pabrai – 258,721
Charles Brandes – 139,736
Leon Cooperman – 100,000
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