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)...

Tuesday, January 4, 2022
By Ander
$Coca-Cola (KO.US)$ $GE Aerospace (GE.US)$ $JPMorgan (JPM.US)$ $Medtronic (MDT.US)$ $Nu Holdings (NU.US)$

Monday, December 6, 2021
By Johnson
$Apple (AAPL.US)$ $Rivian Automotive (RIVN.US)$ $Healthpeak Properties (PEAK.US)$ $Citigroup (C.US)$

Hi, mooers! Welcome back to MooHumor again! You guys must have been through a bumpy week. 
The market was going up and down without any clue, playing with investors' feelings like a playboy. Fortunately, mooers can always learn something from every trade. The lesson taught by the recent market is that: "don't believe everything you see." Especially those things that are too good to be true. 
Howard Marks's "second level thinking" may be an excellent principle to follow. Investors need to go beyond the obvious and avoid unintended consequences. 
As usual, vote first plz
Let's go 
@robinmc: $SPDR S&P 500 ETF (SPY.US)$ $Tesla (TSLA.US)$ $Microsoft (MSFT.US)$ So many ATHs!!
@BrandonnW: $SPDR S&P 500 ETF (SPY.US)$ $Microsoft (MSFT.US)$ Maybe we don't need to talk about it.
@70506507: $AMC Entertainment (AMC.US)$
@Carry only: Hopefully this is the sentiment now $Moderna (MRNA.US)$
@Mr Trecherous: $Pfizer (PFE.US)$ $Digital World Acquisition Corp (DWAC.US)$
$AMC Entertainment (AMC.US)$ $Digital World Acquisition Corp (DWAC.US)$
@Rogue Trader 7: $BeyondSpring (BYSI.US)$
@deluxe bean: $AMC Entertainment (AMC.US)$ GETS KNOCKED DOWN, BUT IT GETS UP AGAIN THEY AINT NEVER GOING TO KEEP IT DOWN!!!!
@Cool3r: Santa cross is coming to town. $Remark Holdings (MARK.US)$ $Digital World Acquisition Corp (DWAC.US)$ $Phunware (PHUN.US)$
@Lobang88: $SIA (C6L.SG)$ Snipe it at 4.75
That's all, bye!

Previous Hightlight
TGIF Fellas, stock market surged yesterday ahead of Friday's November jobs report as the market nears the end of a roller-coaster week driven by Covid omicron variant developments. Market might be impacted by this report dramatically.
Goldman Sachs analyst Rod Hall said Thursday that, despite uncertainty generated by the current supply environment, lead-time data suggest that $Apple (AAPL.US)$ has experienced demand for its iPhone 13 that has been "a little weaker than we would have expected."
Elon Musk has now unloaded more than $10 billion in $Tesla (TSLA.US)$ stock as the billionaire's share-selling spree involving his holdings in the electric-vehicle maker stretched into a second month.
According to a report from Bloomberg, traders added more than $150 billion to the market cap of stocks like $GameStop (GME.US)$, $AMC Entertainment (AMC.US)$ and 48 other stocks that "can be used as a proxy" for the meme stock craze.
The Federal Trade Commission on Thursday sued to block U.S. chip supplier $NVIDIA (NVDA.US)$'s proposed landmark takeover of semiconductor-design specialist Arm Holdings, arguing the chip-industry deal is anticompetitive.
How to read the chart
· The chart shows stocks with the most option activities of the previous trading day.
· Put/Call ratio >0.7 means more the stock attract more bears than bulls. Put/Call ratio<0.7 means the stock attract more bulls than bears.
· Option volume indicates the shares of contracts traded for the day.
· Open interest indicates the total number of option contracts that are currently open – that means they are not yet exercised or offset.
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Source: Bloomberg, Reuters