Munger dumping BABA?

Praveen Chawla Apr 12, 2022

Munger has sold half his position.

jacob antony Apr 16, 2022

tax loss harvesting? Or he thinks the recession is coming and will pick it up at tangible book value

Michael Janiga Apr 18, 2022

I'd say it looks like tax loss harvesting after realizing his investment thesis was wrong. After all Operating Margin and Gross Margin trends are in a decline. Also there are more investment opportunities than there were since a year ago. I sold my small BABA holding several months back.

Praveen Chawla Apr 19, 2022

China is likely already in recession from the covid lockdowns.

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