May 26

Charlie Munger’s “Worst” Mistake Is Now Up 74%! Here’s What It Means for You

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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 Was Right… But Also Early

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."

The Market Is Slowly Repricing Chinese Risk

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.

So What Should YOU Do?

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?

Here’s the Good News

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

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Presented by Cayden Chang

Founder of Value Investing Academy and Award-Winning International Speaker, Lifelong Learner Award 2008, Personal Brand Award 2017


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  • A deep dive into a fast-growth company case study.
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  • The exact criteria that successful investors use when evaluating any company
  • How to determine the intrinsic value of a stock so you will know exactly when to enter or exit the market
  • How ViA Atlas Intrinsic Value (IV) Directory can get you started on building your own portfolio of superhero stocks, even for busy professionals without much time to spare.


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