Investment Philosophy

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...

Hey, talking about Charlie Munger's philanthropy, it's actually quite fascinating. Like his investing, it's full of his personal style. He doesn't set up a global foundation like Bill Gates.

Charlie Munger's Perspective on the Life Value of Delayed Gratification Hey, that's an interesting question! I often enjoy reading Munger’s books and speeches too.

Ha, you’ve hit the nail on the head. Before encountering Graham's ideas, like most people, I thought "risk" was something rather vague. But after studying his philosophy, especially after digesting Th...

Hey, talking about Graham's stock selection advice for us regular folks (which he termed "defensive investors"), this is a classic topic. The core idea from the old master is "safety first"—don't muck...

Here's the English translation of the provided content, maintaining the Markdown format: Good, let's discuss how Benjamin Graham, the "father of value investing," viewed investment versus speculation.

Valuation Changes and Current Value Analysis of Buffett's Investment in Japan's Five Major Trading Houses Background Warren Buffett's Berkshire Hathaway announced its investment in Japan's five major ...

Why Does Charlie Munger Emphasize a Macro Life Philosophy and Micro Emotional Management? Hey, I’ve always been fascinated by Munger’s ideas—he’s Warren Buffett’s partner and an exceptionally intellig...

Here is the translation of the provided content into English, maintaining the original Markdown format: What are Charlie Munger's views on "things that cannot be quantified are still important"? Char...

The Core Mental Model Behind Charlie Munger's Famous Quote: Inversion Charlie Munger’s statement, "All I want to know is where I'm going to die, so I'll never go there," epitomizes one of the most cru...

What is "Inversion"? How Does Charlie Munger Apply This Principle to Investing? Inversion, also known as "reverse thinking," is one of the core mental models most highly regarded and frequently used b...

What is the Core Investment Philosophy of this Book? If I had to summarize the soul of "The Intelligent Investor" in one sentence, it would be: Treat investment as a serious business, not a gamble.

Warren Buffett's View on Conglomerate Valuation Discounts Yes, Warren Buffett believes that the valuation discounts typically applied to conglomerates (such as Japan’s five major trading houses) are e...

Warren Buffett's Stance on Complex Financial Derivatives Warren Buffett maintains a highly cautious and critical stance toward complex financial derivatives.

The Essential Difference Between Warren Buffett's "Owner Earnings" and EBITDA Warren Buffett emphasizes "Owner Earnings" as a metric for evaluating a company's true profitability in value investing, w...

Was Saving Salomon Brothers the Most Perilous Moment in Buffett's Life? Yes, the rescue of Salomon Brothers is widely regarded as one of the most perilous moments in Warren Buffett's life.

How Does Warren Buffett Handle Regret Over Missed Investment Opportunities (Such as Google)? Warren Buffett, a leading figure in value investing, has frequently discussed the regret stemming from miss...

Charlie Munger's Strategies During Stock Market Crashes: Lessons for Ordinary Investors Hey there! I'm a seasoned investor who deeply admires Charlie Munger.

Hey, you asked about Charlie Munger's decision to invest in Alibaba. It's quite interesting. I'm no expert, but as a veteran investor, I've followed Munger and Buffett's thinking for years.

What Does Munger Mean by "Sitting on Your Ass" Regarding Investment Patience? Hey there! I'm an investment veteran who loves studying the markets, and Munger's quote really hits home.