BABA(BABA) ZACKS·2025-02-12 17:46Core Insights - David Tepper is recognized for his contrarian investing approach, particularly after the 2008 financial crisis, where he invested in undervalued stocks like Las Vegas Sands and Bank of America [1] - His investment strategy includes high conviction bets, demonstrating the ability to hold positions despite market volatility [2] - Tepper's significant bet sizes distinguish him from other investors, contributing to his billionaire status and enabling him to purchase the Carolina Panthers [3] Investment Focus - Tepper is currently making substantial investments in Chinese stocks, notably Alibaba and JD.com, which together account for approximately 20% of his portfolio [5][6] - His confidence in the Chinese market is evident, as he has also invested in Baidu and various Chinese ETFs, disregarding potential risks such as tariffs [6] - In addition to Chinese investments, Tepper is bullish on AI, with significant positions in companies like Microsoft and Advanced Micro Devices, the latter being a classic contrarian bet [7][8]