各位的股神芒格炒baba的事，大家怎麽看？

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.

 

 

 

所有跟帖： 

• 股神不是神，不值得迷信。 -parentb- ♂ (0 bytes) () 04/29/2025 postreply 08:59:30

• 對中國政治方向的誤判，誰的能力都是有邊界的，難點是你不知道自己不知道 -GandalfOld- ♂ (0 bytes) () 04/29/2025 postreply 09:04:10

• 芒格的能力比巴非特差遠了，芒是跟了巴以後才起來的，net worth隻有巴的1/80 -晚春就是牛- ♂ (27 bytes) () 04/29/2025 postreply 09:12:06

• 芒格引導了哈薩維的方向，從煙蒂股到優質股，出身貧寒 -GandalfOld- ♂ (106 bytes) () 04/29/2025 postreply 09:34:29

• Charlie 是巴菲特的左膀右臂. -1000units- ♀ (0 bytes) () 04/29/2025 postreply 10:15:00

• 芒格不是股神啊，是頂級智商的百科全書，巴菲特最欣賞的人 -Meowpa- ♂ (0 bytes) () 04/29/2025 postreply 10:23:40