Michael Burry views Zoetis, the global leader in animal health, as a 'fat pitch' opportunity due to its defensive business model, stable demand, and steady compounding potential outside tech volatility.
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'Big Short' Investor Michael Burry Just Bet Millions On These 6 Crashed Stocks
Stocks Galore - Stock Picks & Investing InsightsMay 26, 2026
Michael Burry, known for his contrarian investment style, has reportedly invested millions in six undervalued stocks, including Alibaba (BABA). Despite market concerns, Burry believes these companies offer compelling risk-reward opportunities due to their dominant market positions, strong revenue generation, and competitive advantages.
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Michael Burry sees a disconnect between short-term sentiment and Lululemon's long-term brand value, with a compressed valuation and oversold technicals suggesting pessimism may be overextended.
Adobe is presented as a foundational software company with essential workflows for creative and enterprise industries, whose subscription model provides stable recurring revenue.
Michael Burry views PayPal as a high cash flow business abandoned by momentum traders, representing a 'whale fall' opportunity due to its embedded value despite a negative market narrative.
Mercado Libre is presented as a compelling integrated digital commerce and financial ecosystem in Latin America with a compounding ecosystem effect.
Michael Burry has purchased a significant stake in Alibaba (BABA), viewing its recent weakness as an attractive entry point due to its vast ecosystem and network effects.