Charlie Munger’s Ten Commandments
The internet brims with the “wit and wisdom” of Charles T. (Charlie) Munger, Sage of Omaha, who will celebrate his … Read more
Mark Tobak
Wise Men Rush In Where Fools Fear To Tread: Reflections On The 2023 Berkshire Hathaway Meeting
“If people weren’t wrong so often, we wouldn’t be so rich.” Charlie Munger The untutored human mind is relentlessly irrational. … Read more
Ten Great Lessons From “Double Indemnity”
Criterion Collection, fount of classic cinema for home entertainment, has restored and reissued, in Blu-ray 4K Ultra-High Definition, Billy Wilder’s … Read more
The Intelligent Investor, The Narcissistic Investor And The Humble Investor
“The market, like the Lord, helps those who help themselves. But unlike the Lord the market does not forgive those … Read more
Ten Great Lessons From “Casablanca”
The foremost cinematic love story of all time, perhaps the greatest motion picture of all time, Warner Brothers’ “Casablanca” (1942), … Read more
Ten Great Lessons From “Some Like It Hot”
Inflation is galloping but the best entertainment is still an affordable ride. For sixteen diminishing dollars anyone can enjoy, in … Read more
The Second Gresham’s Law
Every ValueWalk reader knows Gresham’s Law: Bad money drives out good. Q4 2021 hedge fund letters, conferences and more Named … Read more
Ten Great Lessons From “Treasure of the Sierra Madre”
Hollywood’s purest gold is in glorious black and white: Warner Brothers’ “Treasure of the Sierra Madre” (1948). Q3 2021 hedge … Read more
Tale Of Two Charlies
I listen closely to two Charlies. Born three years and two hundred miles apart. Q3 2021 hedge fund letters, conferences … Read more
The Great Exponential Blind Spot
Every human eye has a blind spot. Q2 2021 hedge fund letters, conferences and more The optic nerve, which carries … Read more
Buffett to Porter: Snowballs and Guinea Pigs
Warren Buffett’s supremely numerate mother, Leila, taught her young son a ballad of compound interest, which they sang together. Q2 … Read more
Charlie’s Egg And The Vaccine Resistance
In his classic 1995 Harvard presentation, “The Psychology of Human Misjudgment,” Charlie Munger introduced this brilliant analogy: Q2 2021 hedge … Read more
Mason to Munger to Buffett: Snowball Triple Play Redux
Jackie Mason—yes, that Mason!—one of the three above-entitled nonagenarians, passed away this week at 93, after a lifetime of hilarious … Read more
Marx to Munger to Buffett: Snowball Triple Play
Groucho Marx – yes, that Marx – as Otis P. Driftwood in “A Night at the Opera” (1935), insistently proposes … Read more
Ten Great Things I Learned From “Abbott & Costello Meet Frankenstein”
Ten Great Things I Learned From “Abbott & Costello Meet Frankenstein” (Universal-International, 1948) Q3 2020 hedge fund letters, conferences and … Read more
