押注阿裏巴巴 跌了加注，實在跟不住賣了，結果又暴漲。
In 2021, Munger made a bold bet on Alibaba (NYSE:BABA). He didn't whisper it either—he went all in through the Daily Journal Corporation, where he served as chairman, snapping up 165,000 shares of the Chinese tech giant. As the price dropped, he doubled down, building the position to over 600,000 shares—worth about $72 million and nearly 30% of the portfolio.
At that point, it seemed like a rare Munger misfire. The stock had nearly halved, and Daily Journal started trimming its stake. By Q1 2024, the holding was down to 195,000 shares—worth just $16.5 million at the time.
Since Munger's death in November 2023, Alibaba stock has rebounded—hard. It's up 74% according to Business Insider, driven by surprisingly strong earnings and a push into artificial intelligence. In February, Alibaba blew past analyst expectations, reporting $38.5 billion in revenue and EPS of $2.93. AI products racked up triple-digit growth for six quarters in a row.
