Investment Methodology

The core idea behind Charlie Munger's statement that "a great investment is finding a company that makes money automatically" refers to seeking out businesses possessing strong and enduring competitiv...

The reason Charlie Munger vehemently opposed the "Quarterly Earnings Culture" is that he believed this culture fundamentally distorts the essence of business operation and investment, shifting the foc...

Charlie Munger's criteria for evaluating fund managers are exceptionally rigorous. He seeks not merely investors with outstanding performance, but a "thought partner" who is intellectually mature, pos...

How Would Charlie Munger Answer: "Can You Hold a Terrible Company Long-Term?" Charlie Munger's answer to this question would be an emphatic, unequivocal "No.

How Does Charlie Munger Set His Selling Criteria? At the core of Charlie Munger's investment philosophy are "less is more" and "sit-on-your-ass investing.

Charlie Munger's Core Methodology for Assessing the "Price vs. Value" Gap Charlie Munger's approach to assessing the gap between price and value does not rely on a single mathematical formula or finan...

The Core Reasons Why Charlie Munger Avoids "Hot-Topic Investing": Adhering to the Circle of Competence and Avoiding "Stupidity" Charlie Munger's aversion to "hot-topic investing" (chasing the most pop...

"Survive a thousand dangers, but one mistake can be fatal" — What risk philosophy does this reflect? Hey man, that's a really interesting question.

Charlie Munger's opposition to cryptocurrency is exceptionally stark and consistent. He has used extreme terms like "rat poison squared" and "venereal disease" to describe it.

Here is the translation of the provided content into English, maintaining the original Markdown format: The answer is: Okay, this is the response regarding Charlie Munger's views on Fintech.

Charlie Munger's Views on ETFs and Index Funds: A Complex and Pragmatic Perspective As an investment master renowned for "concentrated investing" and the "circle of competence," Charlie Munger’s philo...

Core Investment Principles Embodied in Charlie Munger's Daily Journal Investment Practice Charlie Munger managed the cash and securities portfolio of Daily Journal Corporation as a "demonstration port...

Common Sources of Mispricing in Financial Markets According to Charlie Munger Charlie Munger believes that "mispricing" in financial markets stems not from failures of complex mathematical models, but...

Here is the translation of the provided content: Charlie Munger's investment practice is a textbook embodiment of the principle of compound capital growth.

How Does Charlie Munger Apply Game Theory Thinking in His Investment Process? Charlie Munger doesn't frequently or formulaically invoke the term "game theory" like an academic might, yet the underlyin...

Does Munger Regard Companies with High ROIC as Core Investment Targets? The Answer is: Absolutely. For Charlie Munger, seeking out and investing in companies with consistently high returns on invested...

How Does Munger Evaluate the Weight of "Management Integrity" in Investing? In Charlie Munger's investment philosophy, "management integrity" is not a quantifiable variable to be weighted against othe...

The Answer: Charlie Munger regards "Staying within your circle of competence" as the highest wisdom. The profound reason lies in the fact that this is not merely an investment strategy, but a deep epi...

Charlie Munger's View on "Financial Engineering": Profound Scorn and Vigilance Charlie Munger holds an extremely negative and critical view of "Financial Engineering.

How Munger Avoids "Black Swans" Through Inversion: Building Antifragility, Not Predicting the Future Charlie Munger's core philosophy is not to predict "Black Swan" events (which, by definition, are u...