- Bald Investor's Newsletter
- Posts
- Why Burry and Pabrai Are Buying What Everyone Else Is Selling
Why Burry and Pabrai Are Buying What Everyone Else Is Selling

In today's investment landscape, paying attention to what the most successful investors are buying can provide valuable insights. Two particularly intriguing moves have recently caught our attention - Mohnish Pabrai's massive bet on the coal mining industry and Michael Burry's surprising interest in Chinese tech stocks despite market pessimism. These contrarian plays from legendary investors suggest they may be seeing value that others have missed.
Why Michael Burry and David Tepper are Buying Baidu?
Baidu's stock has plummeted 26% in the last year, trading at levels not seen since 2010. Most investors are running for the hills, but not Michael Burry and David Tepper. These investment legends are actually increasing their positions.
In our latest video, we uncover what these super investors might see that others are missing. Using our 7-step analysis process, we examine Baidu's transformation from China's search leader to an AI-first company with ventures in autonomous driving, cloud services, and more.
So is this price drop simply a case of the market overreacting, creating a golden opportunity? Or are there fundamental issues that make this a value trap?
Watch the full analysis to discover if this beaten-down Chinese tech giant deserves a spot in your portfolio or if you should follow the crowd and stay away.
Mohnish Pabrai's $253 Million Coal Bet.
Have you ever wondered what one of the world's most famous value investors is actually buying right now? While Mohnish Pabrai is known for his books and teachings on value investing, his current portfolio tells an interesting—and surprisingly concentrated—story.
In our latest video, we dive deep into Pabrai's portfolio to reveal his huge bet on the coal mining industry. This extreme concentration goes beyond what most investors would consider diversified, with nearly 40% of his U.S. holdings in a single company.
The video also explores some unexpected moves Pabrai made last quarter, including completely exiting positions he had just recently established. Why would such a disciplined investor make such quick pivots? And what does his trading pattern in these cyclical stocks suggest about his actual strategy versus his publicly discussed approach?
Is Pabrai seeing something in the coal industry that others are missing? Watch the full video to find out!
Get even more value from Bald Investor
Stock Investing Academy - Learn how to make your money work for you
Stock Ranking Pro - Find the best investment opportunities
Smart Money Portfolios - Follow the smart money with beautiful visual clarity
Intrinsic Value Calculators - Value any company with ease
Bald Investor YouTube Channel - More quality investment videos
Save money with these deals!
👉 SHARESIGHT (4 Months FREE)
👉 SEEKING ALPHA ($30 OFF)
👉 ALPHA PICKS ($50 OFF)
👉 SEEKING ALPHA BUNDLE PACK ($159 OFF)
👉 FINCHAT (15% OFF)