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Charlie Munger
As we sit in year-7 of a historic bull market, with earnings likely to decline for the 3rd consecutive quarter, the lack of a margin of safety in most stocks, bonds, and real estate is becoming painfully obvious. The Federal Reserve’s record-low interest rate policies have driven all asset classes higher, to levels where the...
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Warren Buffett’s business partner Charlie Munger is extremely fond of quoting the 1800s German mathematician Carl Gustav Jacob Jacobi who once said “man muss immer umkehren” which translates to “Invert, always invert.”  The idea is that by looking at problems backwards in addition to forwards, one can identify ways to avoid the problem entirely.  Munger...
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Below is a really fascinating article about the path that both Todd Combs and Ted Weschler took to become the investment lieutenants to Warren Buffett’s Berkshire Hathaway.  Both men have done a stellar job thus far and seem to have the intangible characteristics to really fit into the Berkshire culture.  It is very much like...
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This is a bit older video, but still relevant due to the monetary policy concerns, which still leads speculators towards gold.  Both Bill Gates and Warren Buffett are extremely insightful in this regard in that purchasers of gold are completely reliant on someone being willing to pay a greater price, because the asset is completely...
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There are few people in the world as extraordinarily brilliant, yet practical as Charlie Munger, Warren Buffett’s right hand man at Berkshire Hathaway.  In reading everything I can find on him I have significantly improved my own mental models, but there just aren’t many Charlie Munger’s out there.  This is a gem of a speech...
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This discussion spearheaded by Mark Cuban and Leon Cooperman regarding high frequency trading is exceptional. Cooperman and Cuban are so right on in this argument that in the words of Charlie Munger “I have nothing to add.” http://www.gurufocus.com/news/191441/leon-cooperman-calls-on-sec-to-stop-casinolike-use-of-stock-market INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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This was a really entertaining article about Warren Buffett and Charlie Munger’s investment in Sees Candies. It gives a glimmer into the lives of these two incredible people who show few signs of slowing down. http://management.fortune.cnn.com/2012/08/22/buffett-munger-berkshire/ INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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This is a priceless interview with the legendary Charlie Munger. His comments on high frequency trading are hilarious and in my opinion completely accurate. http://www.gurufocus.com/news/174489/charlie-munger-on-berkshire-and-buffett INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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