05-15-2021, 08:03 AM
(05-14-2021, 09:57 PM)vbin Wrote: Added more baba today. Munger and Mohnish Pubrai both have taken significant position in Baba. Hope we see it in BRK's 13F too.If only we knew how much CCP control will affect them. It will trade at a big discount to US peers for the foreseeable future. I will probably add just a little more and give it a year. I will be shocked if BRK buys any BABA.