Alibaba Break Up: Are the Sum of Its Parts Greater Than the Whole?

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In this video I discuss Charlie Munger's thoughts on Alibaba being his worst ever investment mistake and how I feel about the company given it is my third largest individual stock holding.

I also give a brief history of the company and its founder, Jack Ma and discuss the recent positivity in the stock due to the plans to break Alibaba into 6 separate units with their own separate IPOs. I also speak about the buyback potential of this stock and why now may be a good time to buy more.

This is not investment advice, merely my thoughts on a company that I own stock in.
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