Charlie Munger
Latticework of mental models + inversion: figure out how it could fail first. Avoiding stupidity beats chasing brilliance. A few good decisions are all you need.
A lawyer-turned-investor, Buffett's 60-year partner and intellectual conscience who pushed him from cigar-butts to 'wonderful companies at fair prices.' Champion of multidisciplinary mental models. Died in November 2023 at age 99.
Munger passed away in November 2023, so no live weights are shown. His canonical sources are Poor Charlie's Almanack and the Daily Journal annual-meeting Q&As.
Holdings & weights
Passed away in 2023 · views below are from his lifetimeHoldings from public disclosure filings (e.g. top-10 tradable holders, STOCK Act reports); portfolio weights aren't disclosed at this level.
His most beloved company — the model of a culture + membership moat.
Analyze through a master's lensBought heavily via Daily Journal, then made a rare public admission that he was early.
Analyze through a master's lensIn their own words
Invert, always invert.
All I want to know is where I'm going to die, so I'll never go there.
The big money is not in the buying and the selling, but in the waiting.
Where to follow them
Primary sources. Read the original — don't settle for second-hand summaries.
Run any stock you care about through the "Multidisciplinary · Invert" lens.
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