Charlie Munger’s Protege Put 43% of His Portfolio in One Stock — and It’s Up 133% in a Year

Charlie Munger’s Protege Put 43% of His Portfolio in One Stock — and It’s Up 133% in a Year

The post Charlie Munger’s Protege Put 43% of His Portfolio in One Stock — and It’s Up 133% in a Year appeared first on 24/7 Wall St.. Quick Read Alphabet (GOOG) represents over 43% of Himalaya Capital’s portfolio and has surged 22% year-to-date and 133% over the past year, trading at a compelling 29.3x trailing P/E for a frontier-grade AI innovator; Occidental Petroleum (OXY) is up 40% year-to-date. Li Lu’s concentrated portfolio strategy of …