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When the late Charlie Munger — Warren Buffett’s right-hand man and one of the greatest investing minds of our time — called Alibaba one of the worst mistakes he ever made, the investing world took notice.

He had gone in big through the Daily Journal Corporation. But after China's tech crackdown and Alibaba's share price collapse, Munger admitted defeat. “I got charmed by the company… that was a mistake.”

But guess what?

Since Munger’s passing in late 2023, Alibaba’s stock has surged 74%!

So, what on earth happened?

Munger wasn’t wrong about the company’s fundamentals. Alibaba has a solid business model, generates positive cash flow, and dominates e-commerce in China. But the timing? That’s what crushed him.

And that’s a key lesson for all investors:

"Even a good company becomes a bad investment at the wrong time."

Chinese tech stocks were absolutely battered by government crackdowns. Fear and uncertainty dominated — and investors ran for the hills.

But slowly, that narrative is changing.

• Beijing is taking a softer stance on big tech.

• Alibaba is restructuring into 6 major business units to unlock shareholder value.

• And foreign investors are sniffing around again.
  
  

This 74% bounce? It’s not just a fluke. It’s the market waking up to the intrinsic value Munger saw — just a little too early.

Let me ask you this:

• Are you missing out on opportunities like this because you don’t have a proven framework?

• Are you letting fear and market noise cloud your judgment?

• Would you even know how to evaluate a company like Alibaba for yourself?

If Munger — with all his experience — can make a mistake, what hope does the average investor have without a step-by-step system?

That’s exactly what our Value Investing Case Study Subscription is for.

We take real-world companies — like Alibaba, Nvidia, Disney, Tesla — and break down their financials, moats, risks, and valuation… step-by-step.

I would like to invite you a Free webinar where I share with you how I use the ViA Atlas US Case Study Subscription to identify and analyse value companies and navigate this volatile market so that you don’t get blindsided, and you learn to think like Buffett and Munger (without copying their mistakes).