Subject: Re: Munger : BRK a pretty damn good bet
Speaking of Charlie, is this quote reported on Twitter really true?

"Charlie Munger: 'I regard Alibaba as one of the worst mistakes I've ever made.'"
https://twitter.com/trengriffi......

Yes the quote is correct. He continued: 'Thinking about Alibaba I got charmed by their position on the chinese internet. I didn't start to realize that they are still a god damn retailer. It's gotta be a competitive business. It's not gonna be a cakewalk for anybody.'