Charlie Munger has sold half of Daily Journal’s stake in Alibaba as of Q1 2022, which is a surprising change after Munger doubled down on BABA in Q4 2021 only to reverse course now. Most likely Daily Journal (DJCO) broke even on selling 302,060 shares of BABA in the first quarter of 2022, and now […]
Charlie Munger Sold Half Of Daily Journal’s Alibaba Stake In In Q1 2022! Read More »
Guy Spier explained why he and Charlie Munger invested in Alibaba along with what sustainable investing should be. Guy shared his advice on where and what to invest in during high inflation, debt, and geopolitical turmoil in 2022. On March 8, 2022, Guy Spier gave a talk to students of the Helvetian Investment Club at
Guy Spier On Alibaba And Sustainable Investing Strategy In 2022 Read More »
Why are Bill Miller and Ray Dalio invested in Alibaba? BABA’s stock price fell to a 5 year low as JD.com reported losses and 5 Chinese companies got named to an SEC list. Lets consider what these superinvestors have to say. Things got worse for Alibaba and Chinese stocks in the week ending March 11,
Alibaba: Are Bill Miller And Ray Dalio Wrong? BABA Down From Delisting Fears Read More »
I share my key takeaways from Alibaba’s latest Q4 2021 earnings results and how their focus on cloud, stock buybacks, and investments in their ecommerce businesses will help their growth and fundamentals improve. Video Contents:-Intro Alibaba Is Growing Slower-Alibaba’s Cloud & Total Revenue Growth-One Billion Chinese Consumers-What BABA Must Do To Overcome Headwinds-What Management Is
Why Alibaba’s Cloud & Investments Will Improve Growth Read More »
I share my highlights of the current portfolio holdings of Warren Buffett, Charlie Munger, Greg Alexander, Mohnish Pabrai, Guy Spier, Li Lu, Bill Miller, and Michael Burry as of Q4 2021. I like observing these investors because they are compounding machines! Video Contents:-Superinvestors’ Portfolios Q4 2021-Warren Buffett Bought Activision, Nubank, Formula 1-Charlie Munger’s Daily Journal
At the 2022 Daily Journal Annual Meeting, Charlie Munger delivered a simple defense of why he invested DJCO’s cash into Alibaba (BABA). Enjoy these highlights straight from the GOAT’s mouth! I also share some of my guesstimates as to how much I think the Daily Journal may have invested in Alibaba throughout 2021 in looking
Charlie Munger Defends Alibaba At Daily Journal 2022 Annual Meeting Read More »
In Q4 2021, Charlie Munger showed bullish conviction by doubling down on Alibaba as part of the Daily Journal equity portfolio. Can Alibaba’s new investments and rapidly growing cloud business help its stock price recover in 2022?! Video Contents:-BABA Is A Wonderful Business To Charlie Munger-Why Charlie Munger Loves Alibaba So Much-2021 BABA Performance &
Alibaba has been selling off wildly after their Q3 2021 earnings miss amid a slowing Chinese economy, increasing Live eCommerce competition, and stock delisting fears. Mohnish Pabrai sold while Charlie Munger and Greg Alexander kept adding! Video Contents:-Intro To Current Alibaba Events-BABA Stock: Extremely Oversold-Superinvestors Are Still Bullish on BABA-Why Did Mohnish Pabrai Sell Most
Charlie Munger doubling down on Alibaba led to a 15% stock price increase in the week ending October 8, 2021. I discuss Alibaba’s role in the growing cloud infrastructure, Superinvestors’ BABA activity, especially one that’s similar to Charlie Munger and Mohnish Pabrai. Topics Reviewed:-Why Alibaba Stock +15% This Week-Charlie Munger’s DJCO Buying More BABA Lessons
Why Charlie Munger Buying More Alibaba Matters and BABA’s Growing Cloud Business Read More »
Is Alibaba’s major selloff over? I discuss superinvestor buying trends, risks with BABA’s VIE ADR structure and regulatory changes, and some of BABA’s financial updates. It’s late August 2021, and you may be wondering if we’re out of the woods with Alibaba seemingly hitting rock bottom at around $153 a share, off its high of
Alibaba VIE Delisting Risk and Superinvestors Buying: Is It Time To Buy BABA? Read More »
