Guy Spier on AliBaba & Tencent
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The full talk from Guy Spier
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Guy Spier on AliBaba & Tencent
Table of Contents
00:00 Introduction
00:30 Charlie Munger on China
00:55 I'm never going to know everything firsthand
01:55 Alibaba
03:12 Tencent
03:55 Li Lu on China
04:45 Thoughts on China
#guyspier #alibaba #china
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Disclaimer: I’m not a financial advisor. The information contained in this video is for educational and entertainment purposes only. Any recommendations shown during the video should not be considered financial advice and you should consult a licensed financial advisor before making any investment decisions. Books I have read and highly recommend, if you are just starting out on your investing journey I recommend starting at the top of your list and working your way down.
Пікірлер: 35
If you want to check out the full talk from Guy Spier head on over to Helvetian Investment Club kzread.info/dash/bejne/l6WYrcdxgavLhs4.html
Glad you enjoyed Guy Spier's talk at our club, and thanks for sharing!
@Neil.Denize
2 жыл бұрын
Thank you very much for sharing the great talk.
He uses some very big words to say. "I like to copy the greats. Thank you Charlie!"
Aged like milk, munger calling it biggest mistake, spier cloned him
it is indeed a very valuable video. thanks
I love Tencent at this price level. It is also good for selling put options
@Neil.Denize
Жыл бұрын
Same here mate, I have been selling put options on Prosus.
Great video mate!!
@Neil.Denize
2 жыл бұрын
Cheers mate, hope you are well.
Excellent video
@Neil.Denize
2 жыл бұрын
Cheers mate 👍
I like guy Spier he is very intelligent. However, it is not just intelligent people thing. The key to success in investing is not just patience. It is the ability to secure insight from the noise. Buffett lives and lived in Omaha Nebraska , far from Wall Street, and from all the noise. The money is in that analysis of a company and to take into account for real world risks, it faces. The more questions are asked about a proposition the better. Of course there are those that are no brainers. Like if Coke cola if comes down to a very low price. It becomes a no brainer.
Thank you for sharing. Question: first quarter of 2022 Munger sold 300k shares of Alibaba (that he bought in last quarter of 2021). Anybody understand why? Maybe sold on NY and bought in Hong Kong, or something changed? Please, add your replay.
@Neil.Denize
2 жыл бұрын
Thanks for the comment mate, there is alot of speculation around why he sold but as far as I know Charlie hasn't said why he sold. A few possible reasons good be tax loss harvesting or maybe he got a margin call on those shares and was forced to liquidate or like you mentioned he may have sold to buy on the HK exchange, personally I don't think that is the case but we can't rule it out, hope that helps mate.
@sakuthaichana4217
2 жыл бұрын
@@Neil.Denize He sold it for tax loss harvesting. If you look at the number of the shares sold, 302,060, equals to the shares he bought in 2021. Then he bought 300,000 shares for long term holding. I expect him to hold these for 5-10 years if not longer.
@Neil.Denize
2 жыл бұрын
@@sakuthaichana4217 👍
Hi Neil, I'm Yolanda Hoa from China. Your videos are so creative and we are happy to promote your videos to Chinese audiences via Chinese social media by translating and adding Chinese subtitles to the original videos. May I get your permission so we would be able to work on it? Thank you very much!
@Neil.Denize
2 жыл бұрын
Thanks for the feedback, yes feel free to use the video.
@Yo-to4fs
2 жыл бұрын
@@Neil.Denize Thank you so much!😊 It's so nice of you!
@Neil.Denize
2 жыл бұрын
@@Yo-to4fs all good.
Alibaba✅🚀✅🚀✅🚀✅🚀✅
Good morning sir I m invested in alibaba. I need to hold or sell. I m in loss. Please reply sir
@Neil.Denize
2 жыл бұрын
Sorry mate I can't help you, only you can make that call. Do you need that capital for something else? Or do you not like seeing your investment go down and want to cut your losses? Perhaps try looking at from more of a long term view like 5 to 10 years 😉
so tencent is just a gaming company .. i guess he doesnt do DD on the companys he talks about
@Neil.Denize
2 жыл бұрын
Tencent has a bit more under the hood than just gaming mate, they also own wee chat and has around a 250 billion equity portfolio 👍
@cheneliezer93
2 жыл бұрын
@@Neil.Denize i was being sarcastic, i meant him calling them a gaming company meaning he didnt do any dd before discussing them
@Neil.Denize
2 жыл бұрын
@@cheneliezer93 hahahha sorry mate I didn't pick up on the sarcasm my bad 😅
Amazing video keep updating😃😃😃😃😃😃
I read today that kids that game a lot tend to develop their brain more..
@Neil.Denize
2 жыл бұрын
Yeah it's hard to know who to believe on that front, some would say the exact opposite
meow
Can’t believe a guy like spier who seems to be rational enough as a value investor actually believes the urgur / Tibetan lie. Incredible.
✌️✌️✌️ he lost me on FAKE 🇨🇳 Human rights on the Uighur ✌️✌️✌️