저자: 미상 · 외국인
요약 보기
찰리 멍거가 텐센트를 매수했다는 것이 확인됐다는 결론. 멍거 포트폴리오 공개 자료 추적: 데일리저널(Daily Journal)의 10-Q 유가증권 가격을 역산해 미확인 해외 종목이 텐센트임을 트위터 리서처가 밝혀냈다고 설명. 매수 시점과 비중: 2022년 3월 무렵 약 50~51달러대에 매수한 것으로 추정. 텐센트 비중 약 18~20%, 알리바바 약 8%로 중국 비중 40% 이상. 현재 주가는 약 40달러로 손실 구간이라고 언급. 진행자 견해: 멍거와 마스 페르브라이언(Mars per Brian)이 텐센트가 알리바바보다 나은 사업이라는 데 동의하는 것으로 보며, 두 사람이 투자 관련 대화를 나눴을 가능성을 제기. 중국 전망: 멍거가 중국 저평가를 확신하고 있으며, 중국이 제로코로나 정책을 철폐해 성장 회복과 리레이팅이 올 것으로 봄. 미중 관계는 상호 필요성 때문에 결국 합의에 이를 것이라고 봄. 리스크: 중국 정부의 예측 불가능성이 핵심 위험. 진행자는 텐센트와 알리바바를 보유 중이며, 현 가격대 매수가 적절하다고 봄. 결론: 멍거의 텐센트 매수 사실과 중국 강세 베팅을 강조하고 시청자 의견을 요청.
다듬은 글
I think we can officially say that Monger bought 10 cent we're gonna get into the reasons why he bought 10 cent in my opinion and then how did this happen who found this out because this guy on Twitter really did the research to dig through this and kind of get to the bottom of his Holdings because we got to remember that Charlie Monker files at 13f filings through the Daily Journal there's always this one stock that no one knew what it was it was part of the equity that he held on Daily Journal and you could see it through the 10 cues and 10ks but you couldn't find out what that stock was because he actually didn't have to share it so we're gonna get into this 10 cent purchase in this video so let's get into it right now shout out to Bill on Twitter for actually going through this and finding out that tencent is the stock that he owns because he did a lot of research on this he was using the daily journals 10qs look at the marketable Securities what price is it at at the end of the quarter it was matching up perfectly with the mystery foreign stock that Daily Journal owned the prices at every quarter were just perfect so we hit it on the mark following it for like a couple of quarters and he came to the conclusion that it was actually 10 cent so now I'm gonna guess like is Charlie Munger following Marsh or Marsh following Charlie Munger which is interesting and I came out with a video saying that I think that maybe more supervised Soul because the way he talked about 10 cent but maybe he didn't didn't much for buy Follow Charlie into this paint or do you think Charlie Paul Martian to this play because Motors has been saying over and over again that he thinks that tenta is a way better business than Alibaba because his Capital light it's more efficient has two crazy jet engines going at it has the investment business and they just have a group of Engineers that are doing the right thing and investing in like the right section and Motors per bride and Charlie Monger do talk a lot and they go for dinners they probably both could have talked about this investment together just how they probably kind of talked about Bobble or they kind of mentioned it so it's very interesting what this is showing and this just shows you how how bullish Charlie bunker is on China and we know this because of all the comments he says on China and he thinks it's just super undervalued because guys he doesn't swing on a lot of pitches he makes sure he's investing when he knows it's a home run so he thinks tencent and Alibaba are home runs right now and that they're gonna re-rate sooner or later and you know that he thinks tencent is the better company just from this man he put a 20 weight into it or 18 weight into it which is insane Man compared to Alibaba of just eight percent which is crazy so he agrees with Mars per Brian on the fact that it's a better business because if he thought Baba was a Better Business he would have put more money into Baba during these downturns but he's been investing more into 10 cent so he has byd 10 cent and Alibaba that's over 40 of his weight in China so he's putting a lot of weight there so he is taking on that risk of damn like what can happen in China he probably he doesn't think that the war is really going to happen in the next five years because he wouldn't make this bet if he thought that probably thinks that China is going to re-rate because they have so many ways to grow back to where they were back into 2021 where tencent was like 90 Alibaba was at 300 they're actually starting to focus more on growth they want their GDP growth to be around like five percent or even more they're getting rid of the whole zero covet policy so that is a huge factor and people are not getting out as much so they're not getting into different segments and remember a lot of attention's business is gaming plus it's fintech division plus it's advertisement division two so there's a lot of stuff going it's social presence man there's a lot to look at for 10 cent and it's Mo but it can't really do that right now as people are just not as confident in spending etc etc the China U.S relations and he says repeatedly that USA needs China like they both need each other so for them to go separate directions he doesn't think it's very possible even though they're coming to this conclusion right now that damn they're fighting going through this they're going through that but at the end of the day they both need each other and it's in their best interest to both come to an agreement and I think he really feels that they will eventually come to an agreement so this just shows you that he's super bullish on Alibaba tencent and even byd for the future so this is amazing to see because if you just look at the history of tensive 95 in 2021 and now it's at 40 dollars pretty much and since it's loads it's made a huge run made a 50 run 57 run to forty dollars and he was buying probably around March 2022 so probably around 50 to 51 so it's taking a huge hit from that 51 dollars so if you if you really believe in China right now you would buy this company because tencent is the most dominant tencent in Alibaba are the two most dominant companies in China with crazy moats that are still generating a lot of profit so if you believe the earnings growth into the future is it gonna continue then I think it's a perfect buy it at these prices but if you think the China risk is just way too unpredictable this company has like no future because you don't know what the Chinese government's going to do to this company guys then avoid this at all costs but I'm seeing the opposite I believe in these two companies I own them as well so guys tell me what you think about Charlie munger's new purchase of 10 cent or maybe his whole purchase of 10 cent but we just came to realize what it really was guys so like this video subscribe to my channel and I get back to you in the next video peace
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