Castanza Posted September 23, 2022 Share Posted September 23, 2022 11 hours ago, sleepydragon said: Well, I bought baba in late March this year. If I had bought google or meta whenever I bought baba, I would have down more ..   Yeah but you wouldn't be holding a mystery box with CCP leadership  Different strokes for different folks. I'm probably overly conservative with margin. Only use it on layups that have no muck or mysteries attached.  "First you borrow, then you beg" - The Old Man and the Sea  Link to comment Share on other sites More sharing options...
wabuffo Posted December 17, 2022 Author Share Posted December 17, 2022 (edited) Well - its official.  Munger's other mystery foreign stock in DJCO's marketable securities portfolio is TenCent Holdings (0700.HK).  https://i.ibb.co/svsC7CC/TenCent.jpg  Bill Edited December 17, 2022 by wabuffo 1 Link to comment Share on other sites More sharing options...
Luca Posted December 17, 2022 Share Posted December 17, 2022 12 minutes ago, wabuffo said: Well - its official.  Munger's other mystery foreign stock in DJCO's marketable securities portfolio is TenCent Holdings (0700.HK).  https://i.ibb.co/svsC7CC/TenCent.jpg  Bill Very interesting, thanks for sharing! Link to comment Share on other sites More sharing options...
Parsad Posted February 17, 2023 Share Posted February 17, 2023 Munger agrees he was on "tilt" buying Alibaba. Cheers!  https://finance.yahoo.com/m/d5675f0a-fae1-34dd-8eca-63e889d24ea6/-one-of-the-biggest-mistakes.html Link to comment Share on other sites More sharing options...
wabuffo Posted February 17, 2023 Author Share Posted February 17, 2023 Link to comment Share on other sites More sharing options...
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