Munger’s most important work “Poor Charlie’s Almanack”

“Poor Charlie’s Almanack” is a must-read book if you want to understand Munger’s life “thoughts”. The focus is not on investment, but on Munger’s philosophy of life. The content is very rich. I would like to remind everyone that this book is actually very difficult to read and is not suitable for everyone to read.

What company is Nubank owned by Buffett? How it makes money and its advantages?

If Nubank meets all conditions, the company continues to operate smoothly, and the overall environment in Latin America improves, perhaps Nubank “has a chance (but it may not happen)” to become Latin America’s version of Block (formerly known as Square, ticker: SQ) Or the potential of PayPal (ticker: PYPL ).

Supermicro valuation is not justified and unsustanable, no worth for long-term holding at current level

Supermicro has absolutely no autonomy in its business. It is a typical manufacturer that relies on others, that is, it can be choked by others at any time──Intel (ticker: INTC), Nvidia and AMD (ticker:AMD) If the three major chip manufacturers find a manufacturer with higher cooperation and lower assembly prices, they may be in trouble at any time.

How did three listed companies make money after GE spinoff? What are the prospects?

GE was founded in 1878 by Thomas Alva Edison, who invented the electric light and many other commodities. It is one of the few companies in the U.S. stock market that has been listed for more than a century. It can be said to be the pride of American industry and a symbol of comprehensive national strength.

How does BYD make money? Why it beat Tesla? Sweeping the global EV market

Due to geopolitical risks and the United States’ anti-China policy and decoupling from China in various fields, BYD may become another target of embargo, retaliation, or containment by the United States after Huawei.

How big a factor does luck play in investment success?

Luck does play an important role in success, but it is definitely not the most critical or important “determining” factor – this is the reason for whether a person can be successful in life.

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