Money and Finance
- Charlie Munger On Cnnmoney
Links to videos: Charlie Munger: 'I'm not the only wise ass in the world' Munger on politicians: 'They're all flawed' Charlie Munger defends Clayton Homes Charlie Munger on what's going on in Baltimore ...
- Mohnish Pabrai On Guy Spier, Charlie Munger, And Having Another Person To Bounce Things Off Of...
From Pabrai's December 2014 talk to Sanjay Bakshi's MDI class (from about 48:13 to 53:53), and slightly edited for clarity: I had a conversation a few years back with Charlie Munger and he mentioned that he always had someone to talk to about...
- 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...
- Warren Buffett, Charlie Munger, And Bill Gates On Cnbc
Links to videos: 10-year not part of my strategy: Buffett Buffett: Generally fighters not invited on boards I don't want to embarrass Coca-Cola: Buffett We will never do a hostile deal: Buffett Buffett: Mary Barra is made for the job Buffett on BofA...
- Charlie Munger Speech At Usc - May 2007
Just in case any readers haven’t watched or read this speech in a while. This speech is also in the third edition of Poor Charlie’s Almanack, and I took some notes on it when I first watched it HERE. Links to videos: Charlie Munger Speech at USC -...
Money and Finance
Recognizing Reality Better
A BIG thanks to Manish for finding and passing this along. My friend Miguel who - as usual - is well ahead of me on posting great material, already put up all seven parts of this talk:
Link to: Recognizing Reality Better - By Donald Van de Mark
Charlie Munger is first mentioned in Part 2. Mr. Munger and Mr. Buffett are mentioned in Parts 5 and 7 (no offense to Mr. Van de Mark, but he really needs to work on his Charlie Munger impression). My favorite part of the talk was in Part 6 at the 3:20 mark when he mentions that wild animals are sensory dominated and so they always see everything in a fresh way, otherwise they won't survive long. The 'Tips' in Part 7 also provide some good checklist items.
One of the reasons I enjoyed this talk is that I think that in the information age, developing the multidisciplinary knowledge recommended by Charlie Munger might be a big key to creating a good long-term investment track record. When there is so much information available about just about every company, in every industry and in every size, the real advantage may come primarily from HOW that information gets interpreted, analyzed, and turned into a decision.
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- Charlie Munger On Cnnmoney
Links to videos: Charlie Munger: 'I'm not the only wise ass in the world' Munger on politicians: 'They're all flawed' Charlie Munger defends Clayton Homes Charlie Munger on what's going on in Baltimore ...
- Mohnish Pabrai On Guy Spier, Charlie Munger, And Having Another Person To Bounce Things Off Of...
From Pabrai's December 2014 talk to Sanjay Bakshi's MDI class (from about 48:13 to 53:53), and slightly edited for clarity: I had a conversation a few years back with Charlie Munger and he mentioned that he always had someone to talk to about...
- 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...
- Warren Buffett, Charlie Munger, And Bill Gates On Cnbc
Links to videos: 10-year not part of my strategy: Buffett Buffett: Generally fighters not invited on boards I don't want to embarrass Coca-Cola: Buffett We will never do a hostile deal: Buffett Buffett: Mary Barra is made for the job Buffett on BofA...
- Charlie Munger Speech At Usc - May 2007
Just in case any readers haven’t watched or read this speech in a while. This speech is also in the third edition of Poor Charlie’s Almanack, and I took some notes on it when I first watched it HERE. Links to videos: Charlie Munger Speech at USC -...