Charlie Munger just doubled down AGAIN on his investment in Alibaba (NYSE:BABA) and the changes he made to his portfolio in Q4 2021. Munger made a huge addition to his stake in BABA. I cover the portfolio changes. I also discuss why I think this investment is significant for cloners as well as the potential risks of this investment. I also talk about the implications for Daily Journal investors (DJCO).
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Recommended Books (Amazon Affiliate Links):
The Little Book That Builds Wealth by Pat Dorsey - https://amzn.to/2Z106zy
Competition Demystified by Bruce Greenwald and Judd Kahn - https://amzn.to/3oaajEr
Richer, Wiser, Happier by William Green - https://amzn.to/3exTBJF
5 Rules for Successful Stock Investing by Pat Dorsey - https://amzn.to/32oQb9i
The Little Book That Builds Wealth by Pat Dorsey - https://amzn.to/2Z106zy
Timestamps:
01:33 - Portfolio Change
04:22 - My Take
09:54 - Impact for DJCO Shareholders
Please like the video and subscribe to the channel to stay up to date with more investing videos. Thank you for watching! If you liked this video, please check out my discussion of Nick Sleep’s chapter in the book Richer, Wiser, Happier by William Green https://youtu.be/qznsuHPYq1k
Connect on Twitter: https://twitter.com/heycjwilson
Note: This is not investment advice! This video is for education and entertainment purposes only.
Sign Up for Free to TIKR Terminal: https://app.tikr.com/register?ref=cb51gl
Recommended Books (Amazon Affiliate Links):
The Little Book That Builds Wealth by Pat Dorsey - https://amzn.to/2Z106zy
Competition Demystified by Bruce Greenwald and Judd Kahn - https://amzn.to/3oaajEr
Richer, Wiser, Happier by William Green - https://amzn.to/3exTBJF
5 Rules for Successful Stock Investing by Pat Dorsey - https://amzn.to/32oQb9i
The Little Book That Builds Wealth by Pat Dorsey - https://amzn.to/2Z106zy
Timestamps:
01:33 - Portfolio Change
04:22 - My Take
09:54 - Impact for DJCO Shareholders
Please like the video and subscribe to the channel to stay up to date with more investing videos. Thank you for watching! If you liked this video, please check out my discussion of Nick Sleep’s chapter in the book Richer, Wiser, Happier by William Green https://youtu.be/qznsuHPYq1k
Connect on Twitter: https://twitter.com/heycjwilson
Note: This is not investment advice! This video is for education and entertainment purposes only.
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