Charlie Munger

Graham & Doddsville Newsletter: Interview With Li Lu (Columbia Business School)

(via www.marketfolly.com)

Columbia Business School is out with its Graham & Doddsville investment newsletter for Spring 2013.  It features an interview with Li Lu of Himalaya Capital, a man who was dubbed one of Charlie Munger's favorite investment managers.

This interview is really fantastic as he touches on...

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Rare Interview with Charlie Munger

(via www.marketfolly.com)

This weekend is Berkshire Hathaway-palooza and as a part of that, CNBC sat down with Charlie Munger for a rare interview that we wanted to highlight.

He thinks things are "suboptimal" right now and notes that there's a lot of people on the sidelines still.

As to how they're preceding, he said...

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Buffett’s Career in Less Than 1000 Words

(via alephblog.com)

This post is at the behest of my friend Tom Brakke of The Research Puzzle.  It is meant to briefly describe how Warren Buffett’s investing changed over the years. Compounding Capital The basic idea of Warren Buffett’s investing is simple.  Try to compound your capital at the fastest...

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Comments on the Berkshire Hathaway Annual Letter

(via alephblog.com)

I’ll let Buffett speak, and I will add a few comments. When the partnership I ran took control of Berkshire in 1965, I could never have dreamed that a year in which we had a gain of $24.1 billion would be subpar, in terms of the comparison we present on the facing page. But subpar [...]

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Some thoughts on mental models, part 1- pattern recognition $HLF

(via www.whopperinvestments.com)

First, let me start off by saying sorry for the lack of posts recently. I’ve been traveling quite a bit recently. Unfortunately that won’t be changing anytime soon, but I do hope to get back on the posting band wagon in the next few days. Anyway, I just finished reading Investing: The...

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Notes From Charlie Munger's Daily Journal Meeting

(via www.marketfolly.com)

Some of you may be unaware that Warren Buffett's partner at Berkshire Hathaway, Charlie Munger, has aided in the management of The Daily Journal (DJCO) portfolio where he's the Chairman.  Munger spoke yesterday at the Daily Journal meeting and the following notes are courtesy of Alex...

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Experiments Leading To Profits

(via www.barelkarsan.com)

"On the subject of economies of scale, I find chain stores quite interesting. Just think about it...You get a whole bunch of little laboratories out there in which you can conduct experiments" -...

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$JCTCF- still cheap after an 100% run up

(via www.whopperinvestments.com)

In yesterday’s post, I discussed my investment in JCTCF and how I was having trouble buying more because of the price run up despite a similar rise in intrinsic value. Today, I wanted to review results and discuss why I thought it was still so cheap. I think there are three ways to determine...

Charlie Munger & Warren Buffett's Secrets To Investing Success

(via www.marketfolly.com)

Value investor Mohnish Pabrai recently sat down for an interview with The Motley Fool and he talked about what he learned from his lunches with Charlie Munger and Warren Buffett.

Charlie Munger's 3 Secrets To Investment Success

Pabrai talked about how Munger revealed 3 things investors can...