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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤
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Author: bigshan ⎊  😊 😞
Number: of 15062 
Subject: Re: Munger : BRK a pretty damn good bet
Date: 02/15/2023 5:31 PM
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<<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.'>>

I kind of agree that retailer is not a good business in general. However, BRK also invested in Amazon, and Munger himself is a big fan of Costco. So Ain't there some exceptions?
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