Looks like that article is from last year (dated February 14, 2022).
I do not see any comments from the 2022 meeting transcript that would imply a complete sale but perhaps he trimmed back on the position. Unlike at Berkshire, DJCO holdings in BYD are not directly disclosed, at least not on in the Hong Kong regulatory filings database that I was looking at last month.
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
I am also interested in his thoughts about Chinese stocks and US/China relations, in general.
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?
Looks like that article is from last year (dated February 14, 2022).
I do not see any comments from the 2022 meeting transcript that would imply a complete sale but perhaps he trimmed back on the position. Unlike at Berkshire, DJCO holdings in BYD are not directly disclosed, at least not on in the Hong Kong regulatory filings database that I was looking at last month.