Pabrai buys baba. His sale prices were between $37.

Pabrai buys baba Archives. New buy calls Mohnish Pabrai publicly holds 0 stocks with a net worth of over Rs. S. This one is a good example of why timing doesn't matter so much. in/gRphqSHY Mohnish Pabrai Warns: Don’t Compete With Elon & Tesla https://lnkd. Timestamps: 00:12 Recent BABA stock price activity 00:51 Alibaba Financial Highlights 04:27 Cash return to shareholders: Mohnish Pabrai Buys Occidental Petroleum + These Stocks https: Facts: Mohnish founded the Pabrai Investment Funds (PIF) in 1999. My goal is to help everyone, including myself, avoid investing mistakes and to build investing knowledge and wealth over time. Shares of Alibaba averaged $182. Can be found here. Reply reply Fwellimort Let me guess your last name is Pabrai? Mohnish Pabrai explained in an interview why he sold Alibaba in order to buy Prosus/Tencent, which he called a better business than BABA. Timestamps: 00:00 Guru portfolios Q2 2023 Intro. 30 during the third quarter; the stock is significantly undervalued based on @EverythingMoney Interview with Pabrai: https://www. Legendary value investor Mohnish Pabrai (Trades, Portfolio) has sold 77% of his Alibaba (BABA, Financial) stock after previously being extremely bullish on the name, both publicly in interviews and with his buying power. Latest and historical data Chart of BABA price The 3 Best Chinese Stocks to Buy in June 2024. Then checking the issue description on the right it says PUT. (MU, I respond to parts of recent Mohnish Pabrai Q&As, in which Pabrai discusses his concept of being a shameless cloner investor, and how to go about it successfully. These are shares held by Mohnish Pabrai as per the shareholding data filed with the exchanges. Mohnish Pabrai's long-only equity fund has returned a cumulative 517% net to investors vs. His sale prices were between $37. In three recent interviews, investor Mohnish Pabrai revealed why he sold Alibaba (BABA) stock, and swapped the investment for Tencent instead. 7 million shares in the real estate company, giving it a 33% portfolio weight. Email: info@focusedcompounding. After seeing his quarterly report stating his reduction in Baba shares, I’m starting to believe that his mention of Charlie is not a coincidence. (BABA, Financial), trimmed its holding in Seritage Growth Properties (SRG, Financial) and boosted its holding in Micron Technology Inc. . There are now 20 positions, so there are quite a few stock additions since Pabrai’s last update, including PayPal (PY Ascolta subito Mohnish Pabrai Buys PayPal + These Stocks for Wagons Fund di The Art of Value sul tuo tablet, telefono o computer, senza bisogno di download. As a result of not being able to find good opportunities in the U. 07 Dec 2021 Mohnish Pabrai’s Q&A session with students at the University of Georgia. Cramer said sold BABA it is time to buy buy buy upvotes Track stock picks and portfolios of legendary value investors such as Warren Buffett Owns: BABA, INTC, PYPL, WBA. That's 21. 03:04 Alpha Metallurgical Resources (ticker 00:10:06 - In three recent interviews, investor Mohnish Pabrai revealed why he sold Alibaba (BABA) stock, and swapped the investment for Tencent instead. That's I’ve loaded up huge on Baba and NIO. 0. Honestly he couldn’t have provided a better explanation for BABA holders. 17 only, Mohnish Pabrai famed value investor sold almost 80% of his Alibaba(BABA) stock, does he see a crash coming? Did he find a better investment? We discuss the n 3 subscribers in the RetailInvestorsClub community. Disclaimer: None of the information in this video should be considered as advice. He has followed the teachings of Warren Buffett (Trades, Portfolio) closely and focuses on investing in value assets with growth potential. There are now 20 positions, so there are quite a few stock additions since Pabrai’s last update, including PayPal (PY – Listen to Mohnish Pabrai Buys PayPal + These Stocks for Wagons Fund by The Art of Value instantly on your tablet, phone or browser - no downloads needed. Latest and Historical Data and Chart. Renowned investor Mohnish Pabrai (Trades, Portfolio), who is the managing partner of Pabrai Funds, disclosed in his portfolio for the first quarter that he entered a position in Alibaba Group Holding Ltd. See below timestamps: 00:00 Super investor portfolios - Fish where the fish are. As this report only gives us a snapshot into investment holdings, I would encourage readers not to look too much into this trade. 01:27 Tencent's Pony Ma, an extraordinary entrepreneur Mohnish Pabrai. The latest quarter tends to BABA stock and Tencent stock have been making headlines this year. Pabrai sold 201,734 shares of Alibaba (BABA, Financial), chopping 77. yout Alibaba stock is currently trading at its lowest multiples in years and its growth is accelerating. com/watch?v=I0_aw0XbkRQIn this live stream I discuss why Mohnish Pabrai sold Alibaba (BABA) for P Renowned investor Mohnish Pabrai (Trades, Portfolio), who is the managing partner of Pabrai Funds, disclosed in his portfolio for the first quarter that he entered a position in Alibaba Group Holding Ltd. 0% shares (-105 Thousand shares) Q1 2024 Avg closing price $73. Pabrai was not the only high-profile fund manager selling his holdings of Alibaba in the thrid quarter. Here’s an update of the top 10 positions in the Mohnish Pabrai Wagons Fund stock portfolio, for Q1 2024, and a recap of the 20 positions held at the end of Q Mohnish Pabrai is what stupid people think what a smart investor sounds like. People were posting on pabrais YouTube channel asking why did he sell Baba and that he would regret it when he sold. Reply reply More replies. I still think the company will do great, but I concluded that I could probably get better returns over the longterm by buying something else I’d researched. Stock is close to consolidation, stoch RSI still shows that it is in a short term downtrend on the 3 monthly chart BABA stock and Tencent stock have been making headlines this year. Top Posts Reddit . 0. MU (MU, Financial) stake. reReddit: Top posts of Mohnish Pabrai , current and past portfolio holdings. I sold my BABA position at around a 7% profit. This video was made for entertainment purposes only. I don’t own Baba but have positions in Tencent Here’s an update of the top 10 positions in the Mohnish Pabrai Wagons Fund stock portfolio, for Q1 2024, and a recap of the 20 positions held at the end of Q4 2023. 3K subscribers in the baba community. 1K subscribers in the baba community. 64, with an estimated average price of $41. Since then Michael Burry bought shares seven more times and sold shares on two occasions. Timestamps. 00:00 Mohnish Pabrai on Alibaba vs Tencent. Pabrai bough coal, li Lu bough east west He went into Tencent instead of Baba, 30 votes, 20 comments. He is the Managing Partner of Pabrai Investment Funds, and the CEO of Dhandho Funds and its parent, Dhandho Holdings. Mohnish Pabrai For the details of Mohnish Pabrai's stock buys and sells, Added: Alibaba Group Holding Ltd (BABA) Dalal Street, LLC added to a holding in Alibaba Group Holding Ltd by 53. Name % of Portfolio Value; Ken Griffin: 0. He’s not even taken seriously on Wall Street. Shameless cloning means a lot mor – Listen to Mohnish Pabrai: “Be A Shameless Cloner Like Me” by The Art of Value instantly on your tablet, phone or browser - no downloads needed. 23%. com, both Chinese eCommerce tech stocks, but I wouldn’t read too much into these top two holdings in the Scion Asset Management portfolio. There have been some additions to t – Listen to Mohnish Pabrai Buys Occidental Petroleum + These Stocks by The Art of Value instantly on your tablet, phone or browser - no downloads needed. Pabrai and Munger have been friends for years, They are the same if you were to buy the same ETFs and mix. 531% Steady Growth and User Engagement: Alibaba reported a 5% year-over-year increase in total consolidated revenue to RMB 236. 83 Million. But like a week after those comments it fell another $100 lmaoo. He buys Chesapeake Energy Corp, General Motors Co, reduces Goldman Sachs Group Inc during the 3-months ended 09/30 Find the latest Reysas Tasimacilik ve Lojistik Ticaret A. Pabrai explained in an interview why he sold his 77% shares of Alibaba after buying We recently published a list of Warren Buffett Disciple Guy Spier’s 10 High Conviction Stock Picks. (BABA, Financial). market, Pabrai sold BABA stock and switched it for a stake in Tencent, via a company called Prosus. He might be converting to 9988 or getting tax harvest loss, he didnt sell the whole position so no way of knowing exactly that doesnt change the fact he sold 78% of he stake in BABA which this thread is about. Alibaba Group Holding Ltd(BABA) Buys and Sells Made by Mohnish Pabrai. In the second quarter of 2024, Mohnish Pabrai (Trades, Portfolio) did not initiate any new Prosus is a tech investment company. In Q4 2021 Mohnish 21 likes, 6 comments - michellemarki on December 26, 2021: "Mohnish Pabrai explained in an interview why he sold Alibaba in order to buy Prosus/Tencent, which he Find out which Guru investors are buying and selling Alibaba Group Holding Ltd (BABA) today. We'll get takes from Mohnish Pabrai on Chinese stocks and uncover the reasons behind the M 22 Jan 2022 The Wall Street Lab Interview with Mohnish Pabrai - Value Investing, Great Compounders, Lessons from Warren Buffett & Charlie Munger. As per our rules, Sonia reinvested those dividends back into the same businesses. I can read and talk about it too. The SEC filings include form N-PORT and form N-PORT/A, which are filed by registered management investment companies and exchange-traded funds (ETFs) organized as Unit Investment Trusts. This quells all potential problems that could have been signaled by his selling. Hi everyone, JJ here with The Art of Value, welcome! This show is all about sharing knowledge and experience in stock market investing. 3%: $120 Million: Chris Davis While Charlie Munger stole the show by buying Alibaba in early 2021, other superinvestors like Mohnish Pabrai, Guy Spier, and Greg Alexander also bought BABA in 2021. com Focused Compounding is an exclusive, members-only site Mohnish Pabrai is a 59-year-old Indian-American founder of TransTech & the managing partner of Pabrai Investment with a net worth of $150M. He even addresses the recent nationalization of the tutor companies by the CCP and says he agrees with the move on ethical concerns and makes compelling arguments approving of the crackdown. I think he was down $50 a share. Mohnish bought some stock of Brookfield Asset Management (BAM) in Q3, so I consider some reasons he might have initiated the position at this time. Monish sold BABA stock in Q3 which surprised me The Investing with Tom Podcast (Apple, Spotify, Google Podcasts):https://theinvestingwithtompodcast. The position as a whole was worth $87 The two highest-profile investors who were adjusting their Alibaba positions in the three months to the end of September, according to 13F reports, were Charlie Munger Alibaba has been selling off wildly after their Q3 2021 earnings miss amid a slowing Chinese economy, increasing Live eCommerce competition, and stock delisting fears. Guy Spier acquired their 47. He also revealed what he now thinks of both companies as investments. $222 Avg closing price Guy Spier Portfolio Stock Details (BABA) 1 Guy Spier Alibaba Group Holding Ltd Trades Guy Spier's position in Alibaba Group Holding Ltd is currently worth $3. He says he doesn’t go short so idk Reply confused-caveman All 5 Alibaba Group Holding Ltd - ADR (BABA) purchases and sells made by Charlie Munger Sold 35. com/Punch Card Investing LIVE:https://www. Please note, the Uber Cannibals performance assumes that stocks are bought at the high price of the day and sold at low price of the day, whereas S&P 500 and Small Dogs of the Dow performance assumes that stocks are bought at last close. 00:26 Mohnish Pabrai - Pabrai Investments. 7. Here's a look at the stock portfolio updates of four guru or superinvestors from Q3 2023. The value proposition was depending on how you look at it: a) You are buying a great tech company Tencent at a discount, or b) The cap of the company equalled the valuation of its Tencent position, so you were buying the rest of its portfolio for free. 83% of the holding and 16. Mohnish Pabrai is the founder and Managing Partner of the Pabrai Investments Funds, the founder and CEO of Dhandho Funds, and the author of The Dhandho Investor and Mosaic. com. The latest news and quality discussion of Alibaba Group (NYSE:BABA)(HKG:9988) Mohnish Pabrai Sold BABA to Buy THIS Instead! - https://t. Link to the full video posted The latest Tweets from Giles Capital (@GilesCapital). Here’s an update of the current stock portfolio in the Mohnish Pabrai Wagons Fund. The best Chinese stocks are in prime position for a rebound later this year. 61% of the equity portfolio to the holding. in/g_fzgXyS Why Mohnish Mohnish Pabrai. Considering BABA's dominant position in China's ecommerce industry and consumer consumption growth in China, The capital gain tax is not applied to the principal amount invested, only the gain portion (and only when the stock is sold). 5 Thousand shares in Q2 2021 In this Stocks Today with JJ video: some current stock market news, this week's earnings calendar, Mohnish Pabrai's new stock buy, Santa Claus rally outlook, recent Healthcare and pharmaceutical stocks performance, Novo Nordisk stock (NVO), Eli Lilly stock (LLY), Boeing stock (BA) boost on major deal, Exxon (XOM) aims to become lithium producer for EV batteries, Here’s an update of the top 10 positions in the Mohnish Pabrai Wagons Fund stock portfolio, for Q1 2024, and a recap of the 20 positions held at the end of Q4 2023. Pretty famous value investor. youtube. Mohnish Pabrai has been buying Alibaba stock for all of this year. $1 billion in private partnership and mutual fund (the Pabrai Wagons Fund) assets through Dhandho Funds and its affiliated advisor, Dalal Street LLC. co/XiBVYxoQu4 Mohnish Pabrai (Trades, Portfolio), managing partner of Pabrai Investment Funds, disclosed in a 13-F filing this week that during the fourth quarter of 2021, his firm exited its remaining shares of Alibaba Group Holding Ltd. Timestamps: 00:00 Intro 00:14 Irvine, CA, based Investment company Dalal Street, LLC (Current Portfolio) buys Alibaba Group Holding during the 3-months ended 2021Q1, according to the most recent filings of the investment Michael Burry acquired 200 Thousand Alibaba Group Holding Ltd shares worth $16. Confirms our suspicion that he didn’t sell out of BABA because he thought it became a bad business nor that he was afraid of the Chinese government. (MU, The fund had bought 168,842 shares in the Chinese e-commerce giant Alibaba Group Holding Ltd. That's 1. It also rebalances. Please note, the Uber Cannibals performance assumes that stocks are bought at the high price of the day and This is a clip for folks who didn't catch the livestream!Resources: @Everything Money Interview with Pabrai: https://www. As of September 30, 2024, Mohnish manages approx. Mohnish Pabrai: Sold BABA and added Prosus (Tencent) - https://t. None of the content is MOHNISH PABRAI SELLS ALIBABA ($BABA) STOCK!!! This is a Mohnish Pabrai portfolio update for Pabrai funds. Lets break down what Mohnish has to say an All five Uber Cannibals paid dividends. In his latest 13f we learned that #MohnishPabrai sold 77% of his #Alibaba #BABA position, that he only just bought in the previous two quarters. You are paying a small fee for automation and convenience. GameStop Moderna Pfizer Johnson & Johnson AstraZeneca Walgreens Best Buy Novavax SpaceX Tesla. Berkshire Meeting, Munger/Pabrai Buy Baba, 13-Fs, Handicapping Stocks After 2020 Growth, and Inflation (Podcast Episode 2021) - Movies, TV, Celebs, and more Menu. He admitted in an interview that this was for tax harvesting and he still In his latest interview released just today, Mohnish Pabrai reveals the 2 reasons he sold Alibaba stock in Q3!Huge shout out to @EverythingMoney for asking t Breaking: Mohnish Pabrai sold 78% of his stake in BABA in Q3!What does it mean for us shameless cloners?In this video I share my thoughts. Crypto Mohnish Pabrai: Sold BABA and added Prosus (Tencent) - https://t. Prosus has had its share of attention in the value forums, at least partially because Mohnish Pabrai said he sold BABA to buy it. 01:27 Tencent's Pony Ma, an extraordinary entrepreneur 21 votes, 13 comments. Release Calendar Top 250 Movies Most Popular Movies Browse Movies by Genre Top Box Office Showtimes & Tickets Movie News India Movie Spotlight. 4 Mohnish Pabrai Alibaba Group Holding Ltd Trades Mohnish Pabrai started to build up the position in Alibaba Group Holding Ltd in Q1 2021 and continued to invest until Q2 2021. Pabrai provides a I discuss the latest investing activities of superinvestors I tend to follow. buzzsprout. November 2024 October 2024 September 2024 August 2024 July 2024 June 2024 May 2024 April 2024 March 2024 February 2024 January 2024 Remember when Pabrai suddenly sold Alibaba? Well now we know why, Thanks to an interview with "Everything money". Also because of the fact that I was gradually buying the stock rather then going "all in", like Pabrai did, I now have pretty nice average of 170. The latest news and quality discussion of Alibaba Group (NYSE:BABA)(HKG:9988) Track stock picks and portfolios of legendary value investors such as Warren Buffett In this video, we look at the latest 13 filings of both Charlie Munger and Mohnish Pabrai and also take a look at who else has been buying into the Chinese t Mohnish Pabrai's Strategic Moves in Q2 2024: A Closer Look at Arch Resources Inc Summary of New Buys. Mohnish Pabrai sold while Charlie Munger and Greg Alexander kept adding! Video Contents:-Intro To Current Alibaba Events-BABA Stock: Extremely Oversold-Superinvestors Are Still Bullish on Here’s an update of the current stock portfolio in the Mohnish Pabrai Wagons Fund. net/?via=focused Twitter: @Focusedcompound. Mohnish Pabrai did an interview with @Ever Pabrai Investments' Q2 filings show that Pabrai offloaded all his US stocks, So I am not sure if this is why li Lu and Pabrai sold or because of China ban. 95%), WARRIOR MET COAL INC At the end of March, Pabrai Investments owned 4. year. There have been some additions to t – Lytt til Mohnish Pabrai Buys Occidental Petroleum + These Stocks fra The Art of Value direkte på mobilen din, surfetavlen eller nettleseren - ingen nedlastinger nødvendig. The investor Mohnish Pabrai sells Alibaba stock and my thoughts on cloning superinvestors🔵 Get My FREE Investing Guide! 👉 http://bit. (BABA, Financial) and trimmed his Micron Technology Inc. Was looking at some older buys Mohnish Pabrai has bought and came across this for year ended December 31, 2004 filing. com/watch?v=I0_aw0XbkRQWhy Mohnish Pabrai Q3 13F changes. 3%: $259 Million: Ron Baron: 0. 03:58 Arch Resources (ARCH) Mohnish Pabrai (Trades, Portfolio)'s Pabrai Investments reduced its holding in Alibaba Group Holdings (BABA, Financial) by nearly 78% in the third quarter, according to the firm's 13F SEC filing for the period. Sure, what he talks about is great. Join me on this journey and let's learn together. Pabrai provides a brief and partial Tencent stock analysis, comparing it with Alibaba. 42 and $46. Crypto Maybe Pabrai sold his BABA because he knew something we didn't? Reply reply Senator_Beetlejuice • He knows something that Ray Dalio, Charlie Munger, Steven Romick, Tweedy Browne Co. – Listen to Mohnish Pabrai Portfolio Update: Pabrai Buys BAM Stock! (Brookfield Asset Management) by The Art of Value instantly on your tablet, phone or browser - no downloads Business, Economics, and Finance. Value investors' portfolio holdings and performance. In a 2023 interview with Sum Zero, Pabrai discussed his contrarian investments in Turkey as well as revealed some insight into 9. Next we look at the news t – Listen to Alibaba Stock: CEO Quits! George Soros Buys BABA Stock by The Art of Value instantly on your tablet, phone or browser - no downloads needed. Value Investing and Trading by Giles Capital. Video Contents: -Superinvestors Intro-Charlie Munger DJCO BABA Update-Guy Spier-Li Lu-Mohnish Pabrai Bought BAM-Bill Miller Reduced BABA-Viking Global Bought BABA I previously covered Warren Buffett and the Berkshire Hathaway Q3 2022 Portfolio: Huge Bet On Taiwan Interesting picks Pabrai. It’s like monish pabrai selling baba, I assume tax loss harvest they can always re enter, I find it very reasonable to assume any of them could Re enter, or sell any of these to go to a competitor, in this case it’s not as much the stock and in many Chinese stocks should make the rebound, Tencent, BABA, MOMO etc. Whenever I hear Mohnish Pabrai is doing something, I ask how I can take the other side In a previous comment OP says that Pabrai is taking the position in metallurgical coal companies as a required input into the production of steel A Google search reveals that SSAB had developed a technology that replaces metallurgical coal with hydrogen. Crypto. Read more about BABA stock here. 45% of his firm’s equity portfolio. Related episodes: Mohnish Pabrai Buys PayPal + These Stocks for Wagons Fund https://lnkd. co/O00zYtPjeq #ValueInvesting #News https://t. 1. The latest news and quality discussion of Alibaba Group (NYSE:BABA)(HKG:9988) He had Alibaba stock for a while and sold for a loss. Ray Dalio, the billionaire behind the world’s largest hedge * "Hold Price" is the last known price at which an investor still held a security. In this episode I look at Pabrai’s portfolio changes for the quarter. ly/3c90WyY⭕️ Join The Investing Cl Mohnish Pabrai Buys Occidental Petroleum + These Stocks Here’s an update of the top 10 positions in the Mohnish Pabrai Wagons Fund stock portfolio, for Q1 2024, and a recap of the 20 positions In this video, I will go over the third-quarter activities of 12 super investors -- what stocks they bought and which they sold. It is the closing price of the security as of the portfolio date (quarter end). As of March 2022, the fund has posted an annualized gain of 11. In this episode I look at In this video, we will be breaking down Mohnish Pabrais Recent sale of his position in Baba to try and figure out why he is selling the Chinese tech giant Al Here’s an update of the current stock portfolio in the Mohnish Pabrai Wagons Fund. 00:10:06 - In three recent interviews, investor Mohnish Pabrai revealed why he sold Alibaba (BABA) stock, and swapped the investment for Tencent instead. For EMBRAER-EMPRESA BRASILEIRA D the CUSIP NO is 29081M 95 2. See timestamps below for investor sections. Alibaba has been selling off wildly after their Q3 2021 earnings miss amid a slowing Chinese economy, increasing Live eCommerce competition, and stock delisting fears. (And to tax lost harvest) Investing in Prosus means you're buying tencent at a discount because prosus' market value is less than the value of it's tencent shares. Gotta be careful, he was in on Baba, then dumped it for Tencent. 1 Million. I'll be talking about Warren Buffett, Bill Ackman, Mohnish Pabrai I made handy profits then sold Xiaomi, BABA, Lu, Pabrai, Bury who all still hold significant Chinese positions. 00:52 Mohnish Pabrai - Pabrai Investments portfolio. Movies. Related video: Mohnish Pabrai: “The best way to invest is Alibaba's stock continues to fall despite being considered undervalued and a screaming buy. Here's a look at the portfolio updates of four guru or superinvestors from Q2 2023. The investors include Mohnish Pabrai, Chuck Akre, Seth Klarman, and Thomas Gayner. 22 Dec 2021 Mohnish Pabrai on why he sold Alibaba. On the Everything money interview Monish Pabrai announced he sold Alibaba to buy Prosus, for its tencent stake. December 2024 November 2024 October 2024 September 2024 August 2024 July 2024 June 2024 May 2024 April 2024 March 2024 I started buying BABA way way earlier. /saskatchewan (usa). However in Q3, his 13F filing showed he had sold 78% of his position, despite investors su Investors such as Mohnish Pabrai who manage investment portfolios over $100 million have recently filed their 13F Q3 2022 updates. IS) stock quote, history, news and other vital information to help you with your stock trading and investing. He al Maybe Pabrai sold his BABA because he knew something we didn't? Exactly. During the quarter, the stock traded for an average price of Renowned investor Mohnish Pabrai (Trades, Portfolio), who is the managing partner of Pabrai Funds, disclosed in his portfolio for the first quarter that he entered a position in Alibaba Group Mohnish Pabrai (Trades, Portfolio), managing partner of Pabrai Investment Funds, disclosed in a regulatory portfolio filing that his firm axed more than 77% of its holding in Alibaba Group Holding Ltd. I’m based in Aotearoa New Zealand and investing internationally. 🚀 Enjoy a 7-Day Free Trial Thru Aug 25, 2024! 35 votes, 131 comments. Pabrai cloned Munger on his Baba trade and then sold for a 30% loss and the value for buying baba is still there now. Cardano Dogecoin Algorand Bitcoin Litecoin Basic Attention Token Bitcoin Cash. Michael Burry keeps adding to his positions in BABA and JD. If you Google this number you get this site. 4. Mohnish Pabrai sold Alibaba, bought Prosus. Lee Ainslie (Trades, Portfolio)'s Maverick Capital dumped its position of Investors such as Mohnish Pabrai who manage portfolios over $100 million have recently filed their 13F Q3 2022 updates. I really doubt this - I’ve seen almost every Pabrai interview you can watch and whenever he speaks of baba he really speaks glowingly about the company and downplays the CCP risk. Related video: Mohnish Pabrai: “The Mohnish Pabrai: Sold BABA and added Prosus (Tencent) comments sorted by Best Top New Controversial Q&A Add a Comment Intelligent_Major348 • Additional comment actions. Mohnish is an ardent I share my highlights of the current portfolio holdings of Warren Buffett, Charlie Munger, Mohnish Pabrai, Guy Spier, Li Lu, and Greg Alexander as of Q3 2021. (NYSE:BABA) during the quarter. He al H edge Fund manager Mohnish Pabrai just reported his third quarter portfolio. The individuals or entities selected as "gurus" may buy and sell securities before and after any QuickFS Link: https://quickfs. But then Mohnish Pabrai surprised a lot of investors by selling 78% of his Alibaba position. Acorns allows for micro deposits and automatically buys partial shares for you. Pabrai invested in 168,843 shares of Alibaba (NYSE:BABA), allocating 14. I find it stupid to justify your investments by "appealing to authority". 4%. He’s a phony larping as a value investor. It’s more likely the latter or a combination including finding better opportunities. Since then they sold 259 Thousand shares. 9. In two of the latest Mohnish Pabrai interviews, the well known value investor and fund manager discussed why he thinks Tencent is a superior company to Alibaba, indicating that he thinks Tencent stock should perform better than Alibaba stock over the long term. 17-15% (of . SPY from Jan 1999 to March 2022 => Annualized S&P 500 Return (Dividends Reinvested) = 7. 5 billion, with core segments like Taobao and Tmall achieving a record high in monthly active consumers. Gurus stock portfolio tracking, latest trades from SEC 13F reports. We'll get takes from Mohnish Pabrai on Chinese stocks and uncover the reasons behind the M Find out the latest and most up-to-date insider trades for Alibaba Group Holding Ltd (BABA) at GuruFocus. Investors such as Mohnish Pabrai who manage portfolios over $100 million have recently filed their 13F Q3 2022 updates. Mohnish seems to be better at giving out advice than following it himself. Find out why BABA stock is a Strong Buy. 43% for the S&P 500 Index since inception in 2000 Average Buy Price. (BABA, Financial) What stocks is Mohnish Pabrai buying now? In the recent quarter Mohnish Pabrai has purchased 4 securities: CONSOL ENERGY INC (added shares +347. Mohnish Pabrai: Sold BABA and added Prosus (Tencent) comments sorted by Best Top New Controversial Q&A Add a Comment. Investment forum for retail investors Alibaba Stock analysis | Alibaba price prediction | BABA Intrinsic valueMohnish Pabrai Sells Alibaba (BABA) Stock. There is no such thing as zero risk but plenty has been priced in already into these Chinese stocks. $1. Even warren buffet constantly buys and sells because not every idea works out. Mohnish Pabrai Portfolio Update (2022). 00:33 Switching from BABA stock to Tencent, via Prosus. Pabrai sold BABA stock and switched it for a stake in Tencent, via a company called Prosus. He also reveal Renowned investor Mohnish Pabrai (Trades, Portfolio), who is the managing partner of Pabrai Funds, disclosed in his portfolio for the first quarter that he entered a position in Alibaba Group Holding Ltd. Pabrai is no stranger for making surprising moves, having previously loaded up on Alibaba (BABA) stock before selling out. I also explain the Some good examples include baba (which I have not bought yet (but will eventually) and was made aware of by Charlie munger's purchasing. The latest news and quality discussion of Alibaba Group (NYSE:BABA)(HKG:9988) Newbie here. 33% of their equity portfolio (10th largest holding). Has anyone been following Pabrai's shameless cloning or free lunch portfolio? For ex he bought tech stocks in India in 1990s and sold then for 150 times returns ( or I think more) within few years. co/sHoutv6lsQ See which super investors own BABA (Alibaba Group Holding Limited) is investing in as part of thier 13F See what the worlds best super investors are investing in Track Buys & Sells of BABA, It's Free! Super Investors who own BABA Trades. Posted by u/FloydMCD - 11 votes and 3 comments GameStop Moderna Pfizer Johnson & Johnson AstraZeneca Walgreens Best Buy Novavax SpaceX Tesla. In this vide Other sellers. co/gqId9CEndr #ValueInvesting #News https://t. In this video I will be going over Pabrai Investment Funds portfolio managed by Mohnish Pabrai. Sign up to our free newsletter here for our analysis Mohnish Pabrai sold out his holdings in Potash Corp. I Mohnish Pabrai (Trades, Portfolio) is a legendary value investor and the founder of Pabrai Funds. (MU, Financial) stake. 21% of their entire equity portfolio (2nd largest holding). market, the Mohnish Pabrai buys Alibaba stock (BABA) $38 million bet, buy now or wait? fame value investor Mohnish Pabrai just bought Alibaba in Q1 2021. In this article, we are going to take a look at where Alibaba Group Holding Limited (NYSE:BABA Business, Economics, and Finance. co/XiBVYxoQu4 All five Uber Cannibals paid dividends. Mohnish Pabrai (Trades, Portfolio), managing partner of Pabrai Investment Funds, disclosed in a 13-F filing this week that during the fourth quarter of 2021, his firm exited its remaining shares of Alibaba Group Holding Ltd. I like observing these investors because they are compounding machines! Video Contents:-Superinvestors' Portfolios Toward The End of 2021-Warren Buffett & Berkshire Hathaway Sitting In Cash All 18 Alibaba Group Holding Ltd - ADR (BABA) purchases and sells made by Ray Dalio (Bridgewater Associates). A software disrupter that makes its money by investing in businesses in the relatively early stages of funding, and targ This Alibaba stock (BABA stock) update analyzes why Alibaba CEO Daniel Zhang has quit, just as he was about to transition to lead Alibaba Cloud ahead of its planned spinoff. (RYSAS. The first Alibaba Group Holding Ltd trade was made in Q2 2019. 01:27 Tencent's Pony Ma, an extraordinary entrepreneur In three recent interviews, investor Mohnish Pabrai revealed why he sold Alibaba (BABA) stock, and swapped the investment for Tencent instead. 5K subscribers in the baba community. The investors are Mohnish Pabrai, Chuck Akre, Seth Klarman, and Thomas Gayner. Hedge fund stocks quarterly filings. He passes himself off as a successful fund manager but in reality he has poor performance. The latest news and quality discussion of Alibaba Group (NYSE:BABA)(HKG:9988) Buys And Sells New buy/sell calls and IPO reports. All getting destroyed. com 🚀 Enjoy a 7-Day Free Trial Thru Jan 19, 2025! Mohnish Pabrai's recent lecture posted on June 7th 2021 with London Business School, he shared that he was buying Alibaba Stock. Get the latest info and news about BABA stock at GuruFocus. After listening to Mohnish Pabrai’s most recent Q&A, I realized that Mohnish started it off by extensively mentioning Charlie Munger’s lack of self pity and the degradation of his eyes. In November last year, Pabrai sold his Alibaba shares – a move that made noise in the investing community as BABA used to be one of the most profitable stocks and Buffett’s Berkshire Hathaway has invested in it as well. In fact it was nice surprise that Munger also bought it (not a fan of Pabrai at all). 26 Price range Mohnish Pabrai Portfolio; Logos by Parqet; This Wagons fund (WAGNX) gives us another learning opportunity if we’re trying to emulate (don’t blindly copy!) how Mohnish Pabrai invests. lwmxtub olykblmi uhfpt rpzjx wdiatf bot jdoo mvgen lwdma jmzsv