Investment Strategies and Methods

Is Charlie Munger Open to Investing in "High-Growth Companies"? What Are the Prerequisites? The answer is yes. Charlie Munger is absolutely open to investing in high-growth companies.

Charlie Munger's Views on "Intrinsic Value" and His Preferred Approach Charlie Munger is a staunch advocate of value investing and fully agrees that "intrinsic value" is the cornerstone of investment ...

Charlie Munger's famous quote reveals a profound truth: Success in life and investing is rarely built on countless mediocre decisions, but rather determined by a few critical, correct choices.

What is the core meaning of Charlie Munger's quote: "You don't have to be brilliant, just make fewer mistakes than others"? This quote distills the essence of Charlie Munger's lifelong wisdom on inves...

Charlie Munger's concept of the "opportunity" that investors must patiently wait for does not refer to any seemingly cheap stock. Instead, it signifies a "Fat Pitch" – an investment that meets his str...

Why Charlie Munger Emphasizes Avoiding "Excessive Trading" and His Extremely Low Trading Frequency Charlie Munger, Warren Buffett's long-time partner and Vice Chairman of Berkshire Hathaway, has profo...

How Charlie Munger Uses "Opportunity Cost" in Investment Decisions: A Core Mental Filter Charlie Munger regards "opportunity cost" as the most fundamental and central principle in investment decision-...

How Does Charlie Munger Determine if an Industry Has Structural Advantages? Charlie Munger assesses whether an industry or company possesses structural advantages (his famous "economic moat" theory) n...

The Boundaries of Charlie Munger's "Circle of Competence" Theory Charlie Munger's "Circle of Competence" theory is a cornerstone of his investment philosophy.

Charlie Munger's approach to evaluating a company for long-term holding centers on the core principle of "buying a wonderful company at a fair price.

Charlie Munger's Core Critique of "Diversification" Charlie Munger holds a profound and unique critical stance towards the "diversification" investment strategy, often considered sacrosanct in traditi...

Why Does Charlie Munger Advocate "Concentrated Investing"? Isn't This Strategy Riskier? Charlie Munger advocates "concentrated investing" because he believes that for a capable investor, concentrated ...

Definition of "Economic Moat" by Munger and Buffett: Core Alignment with Nuances in Expression and Emphasis Overall, Charlie Munger and Warren Buffett share the same core essence in their definition o...

Charlie Munger's "Great Business" Investment Model Charlie Munger's "Great Business" investment model represents a significant evolution beyond Benjamin Graham's traditional value investing approach (...

The core reason behind Charlie Munger's strong opposition to mechanical low price-to-earnings (P/E) ratio investment strategies lies in the evolution of his investment philosophy and his profound insi...

Charlie Munger vs. Benjamin Graham's "Value Investing": From "Cigar Butts" to "Buying Castles" Charlie Munger's definition of "value investing" represents a profound evolution from the foundation laid...

Does Holding Bitcoin Change How You Think? Hey, I've been into Bitcoin for several years. I started out of curiosity, just dipping my toes in with a small purchase.

This is a crucial question because it forces us to contemplate Bitcoin's most vulnerable "Achilles' heel." If Bitcoin ultimately fails, the most likely cause won't be a single dramatic event, but a vi...

Feasible Upgrade Paths To address the quantum computing threat, the Bitcoin community could consider the following upgrade paths: Adopt quantum-resistant signature algorithms: Hash-based signatures ...

Revelations from Bitcoin's Historical Vulnerabilities on the Evolution of Security Models Studying major vulnerabilities in Bitcoin's history (such as the value overflow incident) reveals the evolutio...