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The truth of Charlie Munger sold BABA and bought Tencent Bac...
The truth of Charlie Munger sold BABA and bought Tencent
Background：
1) Based on the public information, Munger, Mohnish, and Li Lu are close friends for decades.
2) Mohnish sold its long position in $Alibaba (BABA.US)$ and bought $TENCENT (00700.HK)$ in Q4 2021. Later in the interview, he mentioned the reasons: 1)Tencent is a better business, and 2) tax-loss harvesting.
According to Guy Spier’s lecture, Munger agreed with Mohnish, and believed that was a smart move.
Why did Munger sold BABA：
3)...
Background：
1) Based on the public information, Munger, Mohnish, and Li Lu are close friends for decades.
2) Mohnish sold its long position in $Alibaba (BABA.US)$ and bought $TENCENT (00700.HK)$ in Q4 2021. Later in the interview, he mentioned the reasons: 1)Tencent is a better business, and 2) tax-loss harvesting.
According to Guy Spier’s lecture, Munger agreed with Mohnish, and believed that was a smart move.
Why did Munger sold BABA：
3)...
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Btan : Old news
BigBadBear Skyrocket 101 : He did. He sold half sir