Guy Spier on AliBaba & Tencent

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Guy Spier on AliBaba & Tencent

Table of Contents

00:00 Introduction
00:30 Charlie Munger on China
00:55 I'm never going to know everything firsthand
01:55 Alibaba
03:12 Tencent
03:55 Li Lu on China
04:45 Thoughts on China

#guyspier #alibaba #china

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Disclaimer: I’m not a financial advisor. The information contained in this video is for educational and entertainment purposes only. Any recommendations shown during the video should not be considered financial advice and you should consult a licensed financial advisor before making any investment decisions. Books I have read and highly recommend, if you are just starting out on your investing journey I recommend starting at the top of your list and working your way down.

[Neil.Denize]

If you want to check out the full talk from Guy Spier head on over to

[helvetianinvestmentclub]

Glad you enjoyed Guy Spier's talk at our club, and thanks for sharing!

[GlobalInvestmentAcademy]

I love Tencent at this price level. It is also good for selling put options

[dsneidz]

He uses some very big words to say. "I like to copy the greats. Thank you Charlie!"

[AlessandroAnderson]

Thank you for sharing. Question: first quarter of 2022 Munger sold 300k shares of Alibaba (that he bought in last quarter of 2021). Anybody understand why? Maybe sold on NY and bought in Hong Kong, or something changed? Please, add your replay.

[Crom]

it is indeed a very valuable video. thanks

[Yo-tofs]

Hi Neil, I'm Yolanda Hoa from China. Your videos are so creative and we are happy to promote your videos to Chinese audiences via Chinese social media by translating and adding Chinese subtitles to the original videos. May I get your permission so we would be able to work on it? Thank you very much!

[vitolazlo]

I like guy Spier he is very intelligent. However, it is not just intelligent people thing. The key to success in investing is not just patience. It is the ability to secure insight from the noise. Buffett lives and lived in Omaha Nebraska, far from Wall Street, and from all the noise. The money is in that analysis of a company and to take into account for real world risks, it faces. The more questions are asked about a proposition the better. Of course there are those that are no brainers. Like if Coke cola if comes down to a very low price. It becomes a no brainer.

[funforkidsonly]

Good morning sir
I m invested in alibaba.
I need to hold or sell.
I m in loss.
Please reply sir

[friedrichowl]

Aged like milk, munger calling it biggest mistake, spier cloned him

[cheneliezer]

so tencent is just a gaming company .. i guess he doesnt do DD on the companys he talks about

[qake]

✌️✌️✌️ he lost me on FAKE 🇨🇳 Human rights on the Uighur ✌️✌️✌️