Charlie Munger

Supported by Greenhaven Road Capital, finding value off the beaten path. Unsurprisingly we’ve covered Munger before; using Damn Right (post), the 2017 Daily Journal Meeting, and using Tren Griffin’s Book (twice!). Today’s source is a 2017 conversation at the University of Michigan. My favorite quote was this: “I was not a courageous, adventuresome, admirable man. I … Continue reading Charlie Munger

Griffin/ Munger 2

Supported by Greenhaven Road Capital, finding value off the beaten path. We’ve already covered Tren Griffin’s book: Charlie Munger; The Complete Investor. That post was in the ‘dozen things’ format that Griffin uses at his site 25iq.com. To recap: Be inspired but don’t try to imitate Munger (or anyone). Work hard on simple things. Getting … Continue reading Griffin/ Munger 2

A Dozen Things I’ve Learned from Tren Griffin and Charlie Munger.

Tren Griffin has written a book, Charlie Munger: The Complete Investor. In it, Griffin breaks down what makes Munger – Warren Buffett’s partner at Berkshire Hathaway – Munger.  It’s by no means complete, but it’s a good start. Griffin’s bibliography alone could fill the reading queue for a year, and Munger’s original writings go well … Continue reading A Dozen Things I’ve Learned from Tren Griffin and Charlie Munger.

Bill Gurley

Supported by Greenhaven Road Capital, finding value off the beaten path. The podcast with Bill Gurley and Patrick O’Shaughnessy about direct listings and initial public offerings was financially, technologically and psychologically interesting. I don’t know if Gurley’s emphasis is appropriate, but it’s clear what he needs to do, reframe the situation. Gurley and O’Shaughnessy expect that … Continue reading Bill Gurley