Charlie Munger BUYS 300,000 Alibaba Shares and DOUBLES POSITION (Intrinsic Value Analysis)

Hi! In this video I analyzed Alibaba, which is one of the biggest E-commerce businesses in the world. Charlie Munger recently doubled his stake in Alibaba buying another $30,000,000 worth of Alibaba. Alibaba's stock has fallen over the last year by 50%. I did a discounted cash flows analysis on Microsoft Excel to figure out what the intrinsic value would be based on the current cash flows for the business. I did some research and reviewed some recent news that has come out about Alibaba as well as some news surrounding the macroeconomic conditions in China as a whole. Successful value investors like Warren Buffet, Charlie Munger, Peter Lynch, Monish Pabrai and Guy Spier use these research strategies all the time to figure out if a business presents a good investment opportunity, and in this video, I provide a beginner level demonstration of what that process looks like.


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Articles Used In The Video:

Alibaba: Charlie Munger Is Teaching The Market A Lesson Again
https://seekingalpha.com/article/4478459-alibaba-charlie-munger-is-teaching-the-market-a-lesson-again

This investor is bullish on Alibaba, says now is a ‘great opportunity’ to buy
https://www.cnbc.com/2022/01/07/china-investing-investor-bullish-on-baba-says-lockdowns-will-benefit.html

China’s market regulator fines Tencent, Alibaba, others for M&A deals
https://kr-asia.com/chinas-market-regulator-fines-tencent-alibaba-others-for-ma-deals

Chinese Estates to post US$190 million loss as disposal of China Evergrande shares weighs heavily on bottom line
https://www.scmp.com/business/article/3162611/chinese-estates-post-us190-million-loss-disposal-china-evergrande-shares


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