Money and Finance
- More Notes From The Daily Journal Annual Meeting (four Parts)
Link to: Part 1 - Charlie Munger And The 2014 Daily Journal Annual Meeting: A Fan's Notes Link to: Part 2 - Charlie Munger And The 2014 Daily Journal Annual Meeting: A Fan's Notes Link to: Part 3 - Charlie Munger And The 2014 Daily Journal Annual...
- Charlie Munger Checklist Quote
Via Whitney Tilson’s notes from the 2007 Wesco Annual Meeting:I’m a great believer in solving hard problems by using a checklist. You need to get all the likely and unlikely answers before you; otherwise it’s easy to miss something important.…………….....
- Charlie Munger On The Return Hurdle At Berkshire...
Via Whitney Tilson’s notes from the 2006 Wesco Annual Meeting:We don’t do a lot of involved math with schedules of investments. Certainly we expect a decent return or we don’t do it. We use a lot of experience and do it in our heads. We distrust...
- Beating Inflation…
Via notes from Berkshire Hathaway’s 2010 Annual Meeting: Question: What are key metrics you look for on inflation, and catalysts for a future rise? Warren Buffett: You give me credit for more brainpower than I actually bring to the question. You can’t...
- Berkshire, Buffett, And Munger Links
Before I leave for the Berkshire Hathaway Annual Meeting tomorrow, I thought I’d post some of the more popular and/or recent Warren Buffett and Charlie Munger links. Warren Buffett Videos from CNBC (March 2010) Berkshire Hathaway Speaks Out About Kraft's...
Money and Finance
Charlie Munger on inflation and interest rates
Via Whitney Tilson’s notes from the 2006 Wesco Annual Meeting:
I have never believed that interest rates have a perfect correlation to inflation. I think there’s some relation, but it’s complex and not easily quantifiable.
……………….
And, in the section “An Investing Principles Checklist” in Poor Charlie's Almanack:
Always beware of inflation and interest rate exposures
- More Notes From The Daily Journal Annual Meeting (four Parts)
Link to: Part 1 - Charlie Munger And The 2014 Daily Journal Annual Meeting: A Fan's Notes Link to: Part 2 - Charlie Munger And The 2014 Daily Journal Annual Meeting: A Fan's Notes Link to: Part 3 - Charlie Munger And The 2014 Daily Journal Annual...
- Charlie Munger Checklist Quote
Via Whitney Tilson’s notes from the 2007 Wesco Annual Meeting:I’m a great believer in solving hard problems by using a checklist. You need to get all the likely and unlikely answers before you; otherwise it’s easy to miss something important.…………….....
- Charlie Munger On The Return Hurdle At Berkshire...
Via Whitney Tilson’s notes from the 2006 Wesco Annual Meeting:We don’t do a lot of involved math with schedules of investments. Certainly we expect a decent return or we don’t do it. We use a lot of experience and do it in our heads. We distrust...
- Beating Inflation…
Via notes from Berkshire Hathaway’s 2010 Annual Meeting: Question: What are key metrics you look for on inflation, and catalysts for a future rise? Warren Buffett: You give me credit for more brainpower than I actually bring to the question. You can’t...
- Berkshire, Buffett, And Munger Links
Before I leave for the Berkshire Hathaway Annual Meeting tomorrow, I thought I’d post some of the more popular and/or recent Warren Buffett and Charlie Munger links. Warren Buffett Videos from CNBC (March 2010) Berkshire Hathaway Speaks Out About Kraft's...