I spent some time reading through all the transcripts of the Q&A of Munger Daily Journal (ticker: DJCO)’s sessions at shareholder meetings during his 10 years (2014-2023) . Summarized my personal thoughts and ideas in the article you are reading now.
Tag: DJCO
The Second Anniversary Review: Top 10 read articles in Andy Lin’s blog
Today is the second anniversary of my blog. After writing for two years, I have received many unexpected gains and the support of many friends.
Charlie Munger speaks at 2023 Daily Journal Shareholders Meeting
Verbatim transcript of Charlie Munger’s 2023 shareholders’ meeting in the Daily Journal
The importance of circle of competence
Circle of competence. Since Buffett and Munger proposed that investors should pay attention to and limit their investment scope within their own ability circle (in fact, Peter Lin District has also mentioned similar views, interested readers can look at my blog for his book I wrote a brief introduction
The biggest risk to hold Chinese stocks, taking Alibaba and Tencent as examples
The biggest risk to hold Chinese stocks, taking Alibaba and Tencent as examples