Tag: Wal-Mart

Do Nothing Investing

Charlie Munger: Worldly Wisdom

Charlie Munger: Worldly Wisdom by Charles Mizrahi A graduate of Harvard Law School, Charlie Munger was given some solid advice by Warren Buffett, who said that law was ?ne as a hobby, but he could do better. A few years later, […]

Marathon Asset Management: Digital Moats

Marathon Asset Management: Digital Moats

Digital Moats by Marathon Asset Management, dated August 2007. This is discussed in their new book Capital Returns: Investing Through the Capital Cycle: A Money Manager’s Reports 2002-15 we think – anyway read it below. Digital moats – Internet companies investing […]