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FYI ... This is a well done transcript of the meeting written by Kingswell:

https://kingswell.substack.com/p/charlie-munger-q-and-a-2023-daily

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I am also interested in his thoughts about Chinese stocks and US/China relations, in general.

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https://markets.businessinsider.com/news/stocks/charlie-munger-daily-journal-byd-alibaba-stock-portfolio-margin-debt-2022-2

Christopher Bloomstran deduced that the Daily Journal sold its BYD position in Dec. 2021. Do you disagree?

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