NVDA
NVIDIA
-- 138.850 TSLA
Tesla
-- 355.840 BABA
Alibaba
-- 124.730 INTC
Intel
-- 23.600 PLTR
Palantir
-- 119.160 
Breaking: Mohnish Pabrai sold $Alibaba (BABA.US)$ for two re...
1. Tax loss harvesting
2. He concluded after buying Alibaba that he likes Prosus better (as a discounted play on $Tencent (TCEHY.US)$ )
Disclosed today via Everything Money interview
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
Read more
Comment
Sign in to post a comment
Discussing
Trump 2.0 Era: How will global markets evolve?
🎙️Discussion: 1. How will tariff policies affect the movement of key assets such as U.S. stocks, gold, and Bitcoin? 2. Given this context,
Moo Live
Jan 23 16:54
MicroStrategy Q4 2024 earnings conference call
romancer OP : https://www.youtube.com/watch?v=ELRBmkAv01I
Carolinr Miller : But why not buy tencent directly, cause it is also selling for very sell than it's value so why add an additional layer of management, which says they wont sell their stake but keeps doing that and there's not even a guarantee that the discount value would close in the future.
romancer OP Carolinr Miller : Because that additional layer of management is an additional opportunity for compounding
MaMaJun : One risk maybe CCP give Tencent an order to do the sam as Jack did Ant in the past.