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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (72405)2/24/2023 11:46:53 AM
From: Eric Bramble  Read Replies (1) of 78662
 
You sound like Munger. Did his DJCO comments sway you ?

I'm still in BABA and just forgetting about it in the meantime. I think some of the hype is dying - thanks to Munger ? - and people looking for the next big mover. BABA is way too big to expect short-term improvements in earnings.

ATM, I like BABA's ability to prospect new talent. I think they mentioned a few university grants & VC - or something similar - I haven't read the 20F in a while. BABA is a whale but it's pretty stable.

I think the cloud infrastructure has much bigger prospects domestically than the retailing section, so that's what I focused on. Burry probably entered on the same reason and DCA-in whilst everyone abandoned ship a couple months ago.

I kinda wish it would take on a more Berkshire approach. Keeps quiet and slowly marches forward. Unless CCP says otherwise.
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