Knowledge and know-how can act as an almost indestructible moat for a company’s competitive position and growth prospects. But there’s also a large risk of losing it coming from within an organization.
Charlie Munger spreads wisdom at the annual meeting for the Daily Journal. Here’s a full transcript of the entire meeting.
Keynes said that markets can stay irrational longer than you can stay solvent. Some of the greatest lessons of why that is are found in the history of market corners and short squeezes.
Read about the powerful mental model used to understand how epidemics gain traction in biology, financial markets, and more.
Mohnish Pabrai offers us a glimpse into the true meaning of value investing. Heads I win, tails I don’t lose much!
“Everything we do and think is determined by the technologies we build and implement”.
My personal notes from a must-read book on Warren Buffett.
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