各位的股神芒格炒baba的事，大家怎么看？

押注阿里巴巴 跌了加注，实在跟不住卖了，结果又暴涨。

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

• 对中国政治方向的误判，谁的能力都是有边界的，难点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远了，芒是跟了巴以后才起来的，net worth只有巴的1/80 -晚春就是牛- ♂ (27 bytes) () 04/29/2025 postreply 09:12:06

• 芒格引导了哈萨维的方向，从烟蒂股到优质股，出身贫寒 -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，是顶级智商的百科全书，巴菲特最欣赏的人 -Meowpa- ♂ (0 bytes) () 04/29/2025 postreply 10:23:40