Baidu (BIDU) Aktie: Kaufen oder nicht? Die Finanz-YouTuber-Analyse

Michael Burry has increased his holdings in Baidu, viewing it as an undervalued asset within China's tech sector. Despite past regulatory crackdowns and economic slowdowns, its current deeply discounted valuation and the Chinese government's shift to market-friendly policies present a value opportunity.

“Michael best known of course for predicting the 2008 financial crisis increased his Holdings in Alibaba Buu and jd.com... these stocks are now trading at deeply discounted multiples compared to their historical valuations.” — ▶ 4:30

Baidu is presented as another Chinese tech company trading at a very low valuation, with an Enterprise Value to Free Cash Flow ratio of 5.8. The YouTuber suggests that like other Chinese tech stocks, its depressed price is due to political and geopolitical risks, creating a potential bargain for investors who believe the risk-reward is favorable.

“What about a slightly different business in Buu Enterprise value of 23.15 billion free cash flow of 4 billion a ratio of 5.8 it's all a similar story they're cheap.” — ▶ 14:30

The YouTuber highlights Michael Burry's continued accumulation of Chinese tech stocks, specifically adding 87% to his Baidu position. Despite current macroeconomic headwinds in China affecting consumer spending and leading to significant stock price drops (Baidu down 75% from its peak), Burry likely sees these companies as undervalued. Their strong position in the Chinese economy, coupled with low valuations, makes them attractive for a long-term recovery.

“I think that's what Michael bar sees he puts the value investing cap on his sees these businesses that are very strong in the Chinese economy they're cheap due to the macro landscape so he's going to hold on to them and potentially benefit from a longer term recovery” — ▶ 8:50