Richard Lewis @Latticework1
Partner, Investments at White Stork Asset Management LLC latticeworkinvesting.com Los Angeles, CA Joined March 2014-
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Just published: Full Transcript of the 2015 Daily Journal Annual Meeting, enhanced with curated links for a richer reading experience. I started transcribing the $DJCO meetings in 2016. But never circled back to transcribe 2015 until now. Please Enjoy! latticeworkinvesting.com/2024/11/22/cha…
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"If you see the world accurately, it's bound to be humorous, because it's ridiculous." - Charlie Munger
Elon Musk and Wang Chuanfu (BYD’s founder) share the distinction of ignoring Charlie Munger’s direct warnings not to enter the auto business. Tesla and BYD are now the largest electric automakers in the world and have market caps of $793 billion and $81 billion respectively.
Elon Musk and Wang Chuanfu (BYD’s founder) share the distinction of ignoring Charlie Munger’s direct warnings not to enter the auto business. Tesla and BYD are now the largest electric automakers in the world and have market caps of $793 billion and $81 billion respectively.
I particularly enjoyed the part where Warren Buffett identified a consistency between James Tisch’s skills as a Bridge player and his business acumen: “He’s very good at seeing the essence of a thing. I’ve never seen him lose his temper.” Thanks @72types !
This claim is so pervasively misquoted as "500 pages a DAY" that it's almost impossible to find the less spectacular but accurate quote of "500 pages a WEEK." The internet is awash in spectacular but inaccurate or completely fabricated quotes. Perhaps this the "Law of Virality."
This claim is so pervasively misquoted as "500 pages a DAY" that it's almost impossible to find the less spectacular but accurate quote of "500 pages a WEEK." The internet is awash in spectacular but inaccurate or completely fabricated quotes. Perhaps this the "Law of Virality."
Richard Lewis retweeted
Charlie Munger in Conversation with Todd Combs | Singleton Prize for CEO Excellence - April 2022 youtube.com/watch?v=aciej4…
My "Time Saver" edit of the 2023 Daily Journal Annual Meeting reduces the meeting runtime by 36 minutes. It eliminates non-essential content, pauses, and fillers. Hope you enjoy! And as always, my full transcript will be arriving soon! soundcloud.com/user-339685480…
Charlie Munger will be speaking via livestream at the Daily Journal Annual Meeting tomorrow, Wednesday 15th at 10am PST. I look forward to transcribing the talk for the 8th consecutive year! It will be published on LatticeworkInvesting.com late next week. cnbc.com/2023/01/03/cha…
History of Todd Combs' hedge fund. (3 minute clip) youtu.be/ktG6n5sPs8I?t=…
"People who buy for non-value reasons are likely to sell for non-value reasons. Their presence in the picture will accentuate erratic price swings unrelated to underlying business developments." - Warren Buffett
Richard Lewis retweeted
S&P500 vs 'Equal-weighted basket of multi-baggers' [Costco, Copart, Cintas, Disney, Estee Lauder, Fastenal, Home Depot, Lincoln Electric, Southwest Air, Nucor, Starbucks, Charles Schwab, Transdigm] Multi-baggers earnt 8X+ returns of S&P500 .. yet drawdowns comparable ....
Fascinating to see the financials of what Charlie called, “the best deal we ever saw.” Thank you @72types !
Love the content that @72types has been putting out. Great work!
Richard Lewis retweeted
"Very few people have enough brains to get 20 good investments. If you’re trying to do better than average, you’re lucky if you have four things to buy. And to ask for 20 is really asking for egg in your beer." Charlie Munger latticeworkinvesting.com/tag/charlie-mu…
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