Note #1650235952

Alibaba: Munger Is Not The Thesis

Recently the Daily Journal’s 13F revealed that the company trimmed its Alibaba position by 50%. It isn’t necessarily the case that former Chairman Charlie Munger sold due to weakening conviction on BABA stock itself.

However, Munger IS out of the picture in one very real way: he is no longer the Daily Journal’s Chairman.

For this reason, Alibaba can no longer be considered a Munger copy trade. In this article, I develop a fundamentals-based thesis for those who cloned Munger and now aren’t sure what to do.


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“The market doesn’t beat them. They beat themselves. Because although they have brains they cannot sit tight.” – Jesse Livermore

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