The Charlie Munger Manifesto / PDF
“Clown Car”
By now you surely know the story: In 2019, Elon Musk unveiled the Tesla Cyber truck, making all sorts of amazing promises....
Most Valuable Companies
https://www.visualcapitalist.com/the-50-most-valuable-companies-in-the-world-in-2023/#
iPhone Update
Do not buy an iPhone 15. But you might want to buy an iPhone 15 Pro or Pro Max. The war is over. Apple won. It vanquished Android....
100 Most Valuable Brands
I am a sucker for a good infographic. This depiction of the top 100 brands by Brand Finance (via Visual Capitalist) is a good...
S&P 500 Companies: A Visual Breakdown
All of the companies in the S&P 500 are worth $7.1 trillion in assets, accounting for close to 80% of available market...
MiB: Robyn Grew, Man Group CEO
This week, we speak with Robyn Grew, currently, the President at Man Group, and effective September 1, the firm’s new...
Buy This, Sell That? Please Don’t…
Ever see those IR stories announcing a firm is “increasing its exposure” or “boosting our stake” or “unloading shares”...
Transcript: William Cohan
The transcript from this week’s, MiB: William Cohan on GE, Lazard, Goldman & Bear, is below. You can stream...