25 mentions across the corpus · positive 5 · negative 9 · neutral 10 · historical 1
RWH037: Celebrating Charlie Munger w/ Mohnish Pabrai, Tom Gayner, Joel Greenblatt, & Chris Davis
“Charlie and Lou Simpson spoke in very glowing terms about Alibaba, which Charlie has spoken about a lot over the last couple of years”
RWH037: Celebrating Charlie Munger w/ Mohnish Pabrai, Tom Gayner, Joel Greenblatt, & Chris Davis
“I then go and buy. Alibaba at some point after that call, I can't remember when exactly”
RWH037: Celebrating Charlie Munger w/ Mohnish Pabrai, Tom Gayner, Joel Greenblatt, & Chris Davis
“Lou talked about how he had just bought an Alibaba, and how it was screamingly cheap, And Charlie had bought this huge position in Alibaba”
RWH037: Celebrating Charlie Munger w/ Mohnish Pabrai, Tom Gayner, Joel Greenblatt, & Chris Davis
“Charlie made this famously bold bet on Alibaba, which then got absolutely creamed by This sort of wall of regulatory pressures”
RWH037: Celebrating Charlie Munger w/ Mohnish Pabrai, Tom Gayner, Joel Greenblatt, & Chris Davis
“my mistake of buying Alibaba and losing 62 percent”
RWH037: Celebrating Charlie Munger w/ Mohnish Pabrai, Tom Gayner, Joel Greenblatt, & Chris Davis
“Charlie and Lou Simpson spoke in very glowing terms about Alibaba, which Charlie has spoken about a lot over the last couple of years, because Charlie made this famously bold bet on Alibaba, which the”
RWH037: Celebrating Charlie Munger w/ Mohnish Pabrai, Tom Gayner, Joel Greenblatt, & Chris Davis
“my mistake of buying Alibaba and losing 62 percent instead of trying to claim what a brilliant uninspired investor I am”
RWH037: Celebrating Charlie Munger w/ Mohnish Pabrai, Tom Gayner, Joel Greenblatt, & Chris Davis
“Charlie and Lou Simpson spoke in very glowing terms about Alibaba, which Charlie has spoken about a lot over the last couple of years, because Charlie made this famously bold bet on Alibaba, which the”
RWH037: Celebrating Charlie Munger w/ Mohnish Pabrai, Tom Gayner, Joel Greenblatt, & Chris Davis
“my mistake of buying Alibaba and losing 62 percent instead of trying to claim what a brilliant uninspired investor I am”
Charlie Munger's final CNBC interview | November 14, 2023
“my worst trade was buying a block for the Bunger family in Alibaba, which is a pretty good company. But I think it got overhyped”
Daily Journal Annual Meeting 2023 — Munger Q&A
“According to company filings, it appeared that Alibaba shares were purchased with leverage. And when the stock price fell last year, he was seemingly forced to sell”
Daily Journal Annual Meeting 2023 — Munger Q&A
“I regard Alibaba as one of the worst mistakes I ever made. In thinking about Alibaba, I got charmed with the idea”
Daily Journal Annual Meeting 2023 — Munger Q&A
“I got a little out of focus and that let me overestimate the future returns from Alibaba.”
Daily Journal Annual Meeting 2022 — Munger Q&A
“Daily Journal has recently bet a large amount of its capital on Alibaba and foreign traded stock.”
Daily Journal Annual Meeting 2022 — Munger Q&A
“we got more strength per dollar invested in China. The companies we invest in are stronger relative to their competition and priced lower. That's why we're in China.”
Daily Journal Annual Meeting 2022 — Munger Q&A
“When you buy Alibaba, you do get sort of a derivative. But assuming there's a reasonable honor among civilized nations, that risk doesn't seem all that big to me.”
Daily Journal Annual Meeting 2022 — Munger Q&A
“Alibaba is a top three holding for you. It sells at a steep discount to its U.S. peers.”
“The Daily Journal recently bought a large position in Alibaba. after founder Jack Ma had been reprimanded by the Chinese Communist Party”
Daily Journal Annual Meeting 2021 — Munger Q&A
“Chinese government interference as seen recently with Ant Financial, Alibaba, and Mr. Jack Ma”
Daily Journal Annual Meeting 2021 — Munger Q&A
“Chinese government interference as seen recently with Ant Financial, Alibaba, and Mr. Jack Ma.”
Afternoon Session - 2019 Meeting
“powerful platforms such as Amazon, Google, Facebook, and Microsoft in America and Alibaba and Tencent in China. These companies all have wide modes”
Afternoon Session - 2018 Meeting
“That's true in China, too, of Alibaba and Tencent. So it seems like it's a conflict”
Daily Journal Annual Meeting 2018 — Munger Q&A
“valuation of software companies like Apple, Facebook, Google, Amazon, Alibaba. Are they over-valued”
Afternoon Session - 2015 Meeting
“tax-efficient way as yahoo is planning to do with the alibaba state for example”
Afternoon Session - 2015 Meeting
“if, if, uh, if, Alibaba wants to eventually redeem it themselves. I mean, there could be something they can work out of deal with Alibaba.”