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Value After Hours S03 E27: Munger and Jack Ma, GMO's Value Reversals, Mise en place

The Acquirers Podcast

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Is China a Good Investment Destination?

I think it's a reasonable conclusion that maybe this is one of his last larger bats. Maybe not. What about the rest of us? China as a e, as an investment destination? I don't mind. It is part of the portfolio. And if you actually can own a compounder that can compound for years and years and years, i don't think it's like a patently stupid move. But if it's three %, it goes to zero, that's not going to kill me.

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