- For investors who take Charlie Munger’s action into their consideration, his Alibaba holdings now create some ambiguity.
- He doubled his stake in Alibaba twice in 2021 Q3 and 2021 Q4, but then the position was reduced by about a half according to the recent Daily Journal's 13F.
- To add to the ambiguity, he has given up his role as Chairman of the Daily Journal Corporation.
- This article reengineers Munger’s thought process to gain insights into where Alibaba is headed next.
- BABA is another textbook illustration of Munger’s wisdom of buying good businesses on the operating table, and I still hold this view after DJCO trimmed its position.
For further details see:
Alibaba Group: Munger Position Halved, How About Yours?