저자: BradKaellner · 외국인
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결론: 브래드는 알리바바를 주가 약 227달러에 포트폴리오의 20% 비중으로 매수했으며, 장기 보유 의사를 밝혔다. 매수 배경: 찰리 멍거의 Daily Journal이 2021년 1분기 13F에서 알리바바를 포트폴리오의 19% 비중으로 신규 편입했다는 점이 가장 큰 계기다. 공시 기준 가격은 2021년 3월 31일 종가 수준이다. 슈퍼투자자 보유 현황: Data Roma 기준 11명의 슈퍼투자자가 알리바바를 보유 중이다. 레이 달리오의 Bridgewater는 4분기에 지분을 19% 늘렸고 알리바바는 여섯 번째로 큰 종목이다. 데이비드 테퍼의 Appaloosa는 최근 분기 지분을 줄였으나 여전히 상당한 규모를 보유하고 있다. 그렉 알렉산더는 2020년 4분기에 신규 매수했다. 모니시 파브라이 관련: 2021년 Free Lunch 포트폴리오에 Appaloosa 복제 종목으로 포함됐다. 2021년 2월 강연에서는 알리바바를 여러 유형의 스포너(apex spawner)로 분류했으며, 구글·아마존과 함께 엘리트 그룹으로 언급했다. 매수 가격 판단: 목표 매수가는 약 215달러였으나, 멍거 매수 소식 이후 상승을 우려해 215~227달러 구간이면 충분하다고 판단해 227달러에 매수했다. 이 가격 상승 기대는 맞지 않았다. 기타 언급: 코스트코도 관심 종목으로 언급했으며 소량씩 분할 매수를 고려 중이다. 리스크·조건: 명시적 리스크 언급은 제한적이다. 멍거의 투자 신호와 슈퍼투자자 보유를 주된 근거로 제시했다. 장기 전망: 최소 10년 이상 보유 의향을 밝혔고, 포트폴리오의 핵심 자산으로 삼겠다고 했다.
다듬은 글
hey what's up stock compounders brad here so big news today i just made my biggest stock investment since may of 2019 when i bought micron okay i bought alibaba this morning a 20 percent position in alibaba twenty percent of my portfolio at around two hundred and twenty seven dollars per share uh and the big news most of you have probably seen daily journal corp just released their 13 f filing very early okay april 5th so just five days after the end of the first quarter uh charlie munger's daily journal released their 13 f filings and you can see there's one new position okay alibaba 19 of daily journals equity portfolio and you can see the reported price here is the price right at the end of the first quarter which is march 31st 2021 which is essentially the price that i bought at this morning so you know i've gotten into the investment case for alibaba in other videos today i'm really going to talk about the shameless cloner case for alibaba okay a shameless cloner's dream stock it's things are lining up pretty well so let's take a look at who owns baba all right there's 11 super investors that are tracked by data roma that own alibaba you can see the most recent here charlie munger 19 very large position uh and i'm pretty sure yeah i am sure lee liu lilu's himalaya capital used to own alibaba and obviously charlie munger and lilu are very connected lilu runs some of charlie munger's personal money so very interesting to see daily journal buying in heavy to alibaba we have greg alexander with the buy in just the fourth quarter of 2020 very recently david tepper has been reducing his position over the last couple of quarters but still has a pretty strong stake in alibaba and you can see the other ones here now another great investor super investor that i follow ray dalio okay we can look at bridgewater's 13f filings you can't see that in data roma we can see it here through whale wisdom baba is the sixth largest position in the equity portfolio of bridgewater associates and it's the third largest business okay individual business in here behind walmart and procter and gamble and you can see it was a 19 increase in the stake in the fourth quarter of 2020.
so seeing what ray dalio was doing with alibaba is really what first got me interested but now that charlie munger has pulled the trigger on alibaba i mean it's it's a pretty clear go for me in addition to the work i've already done understanding the business so those are a couple pieces um the free lunch portfolio monish fabric is another piece with alibaba so alibaba showed up in the 2021 free lunch portfolio which pobrai made some tweaks to as compared with previous years in the free lunch portfolio but you can see here the 15 companies bought for 2021 in the free lunch portfolio alibaba shows up from david tepper's appaloosa management as a shameless clone okay what's interesting alibaba is also in this basket of spawners it's not listed here but if you look at one of the recent lectures from monish pibrai okay this was from february 14th 2021 so just a month and a half ago uh he lists alibaba as an apex spawner okay not just one spawning type but you can see here there's four spawning types that alibaba is involved in adjacent spawning embryonic spawning cloner spawning and non-adjacent spawning so it's a pretty elite group that alibaba is in with both google or alphabet and amazon as an apex spawner so you know just a lot going for alibaba in terms of gurus that are bullish on it so um you know that that really inspired me to finally pull the trigger i've had it on my wish list for a while it did actually get down to my wish list which some of you let me know thank you for that i think it was maybe in january when that happened we can actually look at a price chart here so i think yeah maybe it was the end of december or early january where baba got down to my target buy price somewhere around 220 but you can see here you know it popped up to 270 and now it's back down and i bought this morning at 2 27 okay it's funny i'm so used to i've been doing some stuff in spax over the last couple of months and after i saw charlie monger had bought into alibaba i had visions of the price jumping like 25 this morning or something like that and of course you know i set a limit order um and it went through before the market opened at around 227 which is what i set the limit order for but i was concerned that it was gonna really pop because you know daily journal bought in but it didn't and you know part of that is it's such a big company it's not going to pop like a spack would right but it also seems you know maybe there's not nearly as many people these days interested in what charlie munger is doing or interested in cloning him you know there's there's a lot of people who think ah he's lost his touch buffet and monger they're too old but i'm really excited i'm really excited to see that charlie munger has bought in to alibaba that is a a very strong signal for me and really all i needed to get over the hump of uh waiting for this i was really wanting to wait until it got down to around 2 15.
um but you know at the end of the day when working we're looking at long-term compounders we're looking at spawners that purchase price while it's important it's probably a mistake to wait for the absolute lowest price right so you know between 215 and 227 i'm not going to lose any sleep at all paying that little bit more than i wanted to for alibaba so um i think that's about all i wanted to share guys let me know what you think about this news about daily journal corporation buying alibaba um seems like big news i mean charlie munger i think it's been someone was saying it's been since 2013 that daily journal has bought anything okay so charlie munger is very slow to swing the the pitch has to be right in his sweet spot so you know i'm very excited i wish i'd been following charlie munger back when he initially got into costco costco is another one that's been on my wish list and you know i'm still trying to understand really where my target buy price is i'll probably do a little bit of nibbling with costco as opposed to alibaba i mean it just it feels like it's in in the sweet spot at this point so i'm just going for it twenty percent bet and um yeah we'll see how it pans out i plan on holding alibaba uh hopefully for a decade or more so it's going to be kind of a staple part of the portfolio for quite some time so just wanted to share this news with you all and again let me know what you guys think both of charlie munger buying and of alibaba in general as an investment so without further ado i will see you all in the next video take care
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