On BABA and VIE Structures of Chinese Companies - Charlie Munger

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On BABA and Vie Structures of Chinese Companies - Charlie Munger

#BABA #Charlie_Munger
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I have watched this interview multiple times, but I want to point out one thing. Investors constantly criticize Munger's investment in BABA because of a host of externalities or fears. But Munger constantly comes back to the fundamentals of getting value for money invested. This man is 99 this year and he is literally giving us a free gift for investment. Many will look back at this as a missed opportunity,

jordancostello
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- Munger explains the rationale for investing in China despite Gundlach's skepticism (0:39)

- The difference in opinion on the investability of China between Munger and others (1:16)

- The question of Alibaba's ownership and legal implications for investors (3:23)

- Munger discusses the political pressures from the Chinese government on investments (4:55)

- Munger's view on US-China relations and the importance of friendship between the two nations (5:24)

ReflectionOcean