Investment Methodology

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Questions for Investment Methodology (40)
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What are the specific boundaries of Charlie Munger's 'Circle of Competence' theory?
Updated At
8/17/2025
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Does Charlie Munger consider companies with high ROIC to be core investment targets?
Updated At
8/17/2025
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How does Charlie Munger determine if an industry has a 'structural advantage'?
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8/17/2025
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'Dodging 1,000 traps, but a single mistake can be fatal' — what philosophy of risk does this reflect?
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8/17/2025
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How does Munger deal with market panic and collective sentiment?
Updated At
8/17/2025
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What is Charlie Munger's view on stock buybacks, and under what circumstances does he support them?
Updated At
8/17/2025
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How does Munger assess the weight of 'management integrity' in investing?
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8/17/2025
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How does Munger use inversion to avoid 'black swan' events?
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8/17/2025
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How did Charlie Munger apply game theory in his investment process?
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8/17/2025
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How is the compounding of capital reflected in Charlie Munger's investment practice?
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8/17/2025
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How does Charlie Munger set his selling criteria?
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8/17/2025
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What is Charlie Munger's view on Fintech companies?
Updated At
8/17/2025
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Was Charlie Munger open to investing in high-growth companies? What were his prerequisites?
Updated At
8/17/2025
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What are Charlie Munger's reasons for opposing cryptocurrency?
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8/17/2025
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How does Charlie Munger define 'value investing'? How does it differ from Benjamin Graham's definition?
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8/17/2025
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Can you hold a bad company for the long term? What would Charlie Munger's answer be?
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8/17/2025
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Why did Charlie Munger oppose a mechanical low P/E ratio investment strategy?
Updated At
8/17/2025
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Charlie Munger said, "An investor has to be patient and wait for opportunities to arise." — What are the specific criteria for such an "opportunity"?
Updated At
8/17/2025
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How does Charlie Munger evaluate if a company is worth holding for the long term?
Updated At
8/17/2025
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What is Charlie Munger's criticism of diversification in investing?
Updated At
8/17/2025