Tag Archives: Charlie Munger

Interesting reads 06 Nov 2013 – Charlie Munger, Benjamin Graham


1. The Ultimate Guide to Successful Equity Investing – http://bit.ly/HGh4GS
A starter’s guide on Equity Investing from personalfn.com. Covers all basics on how to build a portfolio, valuation ratios, and lessons from great investors.

2. Charles Munger: A Lesson on Elementary, Worldly Wisdom As It Relates To Investment Management & Business – http://bit.ly/1bNdH9E
Complete transcript of a speech that Charlie Munger did in the USC Business School in 1994. It could be a repeat, but, as and when I get to see words of wisdoms from greatest minds, I try to read them again and post them again.

3. Common Sense Investing: The Papers of Benjamin Graham – http://bit.ly/1b5dBvD
Jae Jun has posted on oldschoolvalue.com the collection of papers from Benjamin Graham. Wealth of knowledge. Must read (I am yet to read in full though):)

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Interesting reads 04 Nov 2013 – Best Advice, Macroeconomic forecasts and Mr.Market Mental model


1. The best advice I ever got – Warren Buffett & Charlie Munger – http://cnnmon.ie/16oWenT
A snippett on best advice Warren Buffett and Charlie Munger got from each other – Investments, Business, Temprament, and Learning

2. A Dozen Investors Talk about the Folly of Macroeconomic Forecasting and the Importance on Focusing on Valuation/Margin of Safety TODAY – http://bit.ly/1fcuCow
Tren Griffin on – Benjamin Graham, Warren Buffett, Charlie Munger, Howard Marks, Michael Price, Sir John Templeton, Walter Schloss, Bill Ruane, Barry Rithholtz, and James Montier words on Macroeconomics and forecasts

3. Mental Model: Warren Buffett on Mr. Market – http://bit.ly/17H5F31
Warren Buffett’s explanation on Mr.Market in his 1987 letters to shareholders

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Interesting reads 10 Aug 2013 – Buffett’s key investment parameter, Rakesh JhunJhunwala on Markets and Opportunity and Who is Charlie Munger


1. As we know, Buffett has invested in very diversified set of businesses. But, he talks about investing in businesses that one understands well. So he finds something that is a common characteristic in all his investments. Daniel Sparks talks about this one important thing Buffett’s holdings have in common. – http://bit.ly/19NBdGc

2. Warren Buffett has always talked about missing the opportunity of investing in Walmart. Somehow he had delayed the investment in this company until 2005. With which business does he compare any new investment and why – http://bit.ly/14zYpqm

3. Interesting Interview with Rakesh Jhunjhunwala in ET Now channel, where he talks about the current market condition and how it is an opportunity to pick great businesses at lower valuations, and his views on few sectors – http://bit.ly/16C81yQ

4. What is so great about Charlie Munger? A nice collection of Charlie Munger and few Professional and Personal information and also his best quotes and endorsements – http://b.qr.ae/18fKEdD

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Interesting reads 05 Aug 2013


  1. Competitive Advantage Period (CAP)
  2. Munger’s Talk at Harvard Westlake

 

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Interesting Reads 18 July 2013


The Best of Charlie Munger: 1994-2011
A Dozen Things I’ve Learned About Investing from Daniel Kahneman

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Interesting reads 16 July 2013


  1. A Dozen Things I’ve Learned From Seth Klarman
  2. 8 Charlie Munger Quotes To Help You Improve as an Investor
  3. Is It Skill, or Luck?

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Excellent collection of articles by Equity Master on Warren Buffett and Charlie Munger


Excellent collection of articles by Equity Master on Warren Buffett and Charlie Munger
Just in case if you have missed out earlier

1. Charlie Munger Lessons by Equity Master
2. Warren Buffett Lessons by Equity Master

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