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Charlie doesn’t make a lot of investments. His approach is perhaps best summarized by Thomas Watson Sr., the founder of IBM: “I’m no genius. I’m smart in spots, and I stay around those spots.” If Charlie knows anything, he knows his spots: his carefully identified circles of competence. To stay within these circles, he first applies a basic, overal
... See moreCharles T. Munger • Poor Charlie’s Almanack: The Essential Wit and Wisdom of Charles T. Munger
A Compulsive Search for the Most Interesting People with Patrick O'Shaughnessy - Compound Manual
Frederik Gieschenmanual.withcompound.com
In investing, average is great.
Ramit Sethi • I Will Teach You to Be Rich, Second Edition: No Guilt. No Excuses. No BS. Just a 6-Week Program That Works
John Hritz
@jhritz
Fewer Losers, or More Winners?
oaktreecapital.com
✍Journal. Relationships, Teachers, 'Sacred' Spaces, and Learning From Chris Davis, Reece Duca, Scott Bessent, Aswath Damodaran, and Morgan Housel
Frederik Gieschenalchemy.substack.com
If he is to pay some special attention to the selection of his portfolio, it might be best for him to concentrate on issues selling at a reasonably close approximation to their tangible-asset value—say, at not more than one-third above that figure.
Benjamin Graham • The Intelligent Investor, Rev. Ed (Collins Business Essentials)
if i was an investor and could only invest in a single thesis for the rest of my career, this would be that thesis