Post #26 by weatherman on the Alibaba board

Stocks A to Z / Stocks B / Alibaba (BABA)

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great contrarian thesis.
personally, i wonder how many retail foreign investors have actually REALIZED gains from investing in individual chinese stocks the past ~2 decades. (given that the majority even underperform u.s. indices) regardless, simply from fund flows, the popularity of excluding china now from various funds\ETFs will start playing a role.

being the rare non-fan of munger and his hypocrisy, it is an interesting reference for shred'm that he found alibaba to be his worst investment ever, and NOT on the basis of
- being in china
- the price he paid

https://www.michellemarki.com/charlie-munger-expla...

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