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5min chapter
TIP536: Buffett and Munger’s Principles and Mental Models
We Study Billionaires - The Investor’s Podcast Network
How to Read Between the Lines in Corporate Communications
The secret is right in front of you in the words of every shareholder letter, annual report and other corporate correspondence. Managers who frequently point out their mistakes I believe are much more likely to be trustworthy. Buffett has his own checklist of disqualifying rules where if a business has any of these features, then he automatically disqualifies it from his investable universe. Gaudham walks through Charlie Munger's psychological causes of human misjudgment to help us sift through any potential biases we may be encountering.
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