Fixed Mindset vs. Growth Mindset
In this podcast episode, we explore the fixed mindset vs. growth mindset and how they impact not only our attitudes and learning, but most importantly, our outcomes.
Fairfax Financial: Why We Bought a Chunk of Stock
Here’s why we added the Canadian insurance holding company to the Junto investment portfolio.
Coca-Cola: How to Turn $2 Million Into $2 Trillion
Here’s Charlie Munger’s way of explaining how lollapalooza effects from the simplest academic models create the success and trajectory of Coca-Cola.
Looking Back at 2020 (in Hindsight)
Imagine it’s the year 2025. We’re over the pandemic, we have learned the end result, and we know all the events that have yet to play out.
Business Adventures: A Captivating Book on American Industry
Even though the book is written from a collection of twelve New Yorker articles in the 1960s, each Business Adventures story is as relevant to business today as ever.
The Junto, by Ben Franklin
We didn’t come up with the name of our endeavor ourselves. It comes from a hero of ours, Ben Franklin, who founded the Junto in 1727.
Intelligent Investing During Market Panic
In times of stock market panic and sell-offs, it’s tough to maintain temperament. But here’s why it’s important.
The Knowledge Moat: Keeping Competitors out Through Ability
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.
GrafTech International: A Risk-Reward Bet
Here’s why we like the probabilities of investing in graphite electrode industrial, GrafTech International.
Charlie Munger: 2020 Daily Journal Annual Meeting Transcript
Charlie Munger spreads wisdom at the annual meeting for the Daily Journal. Here’s a full transcript of the entire meeting.
A Story on Short Squeezes and Market Corners
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.