Q&A: Munger Sells Alibaba!

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Time stamps:
0:00 - Q&A Time!
1:29 - Industry analysis
3:02 - Magic Formula for finding stock
5:23 - Competitive landscape
7:33 - Munger sells Alibaba stock
11:48 - Thor stock dilution
14:13 - Naked Wines
14:58 - Will value investing persist?
16:32 - Porsche spinoff
17:07 - Sector performance
18:39 - Upcoming podcast guests
19:31 - $DJCO bull case
20:42 - Sky TV
21:53 - Final thoughts

Enjoy :)

Disclaimer:
I am not a financial adviser. This video is for education and entertainment purposes only. Seek professional help before making any investment decision.​
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