Guy Spier: Charlie Munger on Alibaba (BABA Stock)

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Note: I am a F**king Big Bull on this stock.

Leave a comment down below, let's have a discussion.

[valueinvesting]

Today, with the bank of England scrambling to maintain order... I think you're going to see an acceleration into value stocks in general. Alibaba, has one of the largest cash positions in China or the largest. As far as delisting, I think that's hilarious. Even if it does I hope people panic so I can buy more. That being said with the current state of affairs I wouldn't be surprised if Alibaba capitulated to $60. Again though, this would just be yet another opportunity because I think as the recession lags on people will realize that cash and profits are king. Both, which Alibaba has had with a healthy margin but even if projections get slashed in half it will only compress the growth for the future. In general, there's more value in China right now. Another prime example is Miniso with such an absurd price relative to cash on hand.

[kornsorn]

Hi tay, im quite confused with the info .
Can u advise what actualy is the cerrent book value & P/B of baba ? Im currently buying in hk markaet

[damssen]

guy spier is a modern day philosopher king

[iwanmuzaki]

You are the only Gen Z i would listen to daily

[elanocheretner]

Thanks for the video, Guy sounds like a great guy from the talks I saw on YouTube. I think you should try to reach him for a talk with him on the channel (like you suggested), it will be very interesting and I think he will accept. Keep up the great work! :)

[yidansun]

A great video by checking Guy's saying about Baba. Thank you for sharing.

[compounding]

Mohnish got into prosus, not tencent directly

[tomchoo]

Friendly you guys should ask entrepreneurs who have large investments in China. In order to understand the real situation in China. Some of our employees in China show signs of mental breakdowns. Not to mention we have been paying their salary for the past 2 years for producing nothing.

[valueinvesting]

Time to get greedy! Buy China! Please community let me know your favorite Chinese value stocks :) Here is a couple to kick start the discussion Man Wah, Yantai Changyu Pioneer Wine, Smoore, and Blue Moon holdings group. So, what is your sector of focus? Dairy? Utilities? Energy? Very curious to learn from your thoughts 🤔 take care

[paultweedley]

Cloning is dangerous, I've lost alot of money cloning, the super investors get things wrong quite alot, so be careful following them, esspesialy Pabrai

[menash]

If Li Lu understands the importance of Alibaba to the Chinese economy, why didn’t he buy the stock….

[yunfan]

SOME RANDOM 'GUY' FK LA HAHAHAHAHA

[sek]

yr video getting more n more boring. seems like u r uploading just to market moo moo/webull