Do you really think Charlie Munger believed in portfolio rebalancing? That requires trimming your winners to free up cash to put into your positions that aren’t doing so well. Can you please provide some examples of him doing this, or urging Buffett to do it?
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Great list, but I think what’s missing is how fast markets move today. Tech disruption, global risks, and even meme-stock manias weren’t part of Munger’s world. His principles still work—but they need updating for the speed and complexity of 2025.
Do you really think Charlie Munger believed in portfolio rebalancing? That requires trimming your winners to free up cash to put into your positions that aren’t doing so well. Can you please provide some examples of him doing this, or urging Buffett to do it?
Hi, we’d love if you checked out Stock Analysis and our affiliate program! We can even get you a Stock Analysis Unlimited account if you sign up. Email kyle@stockanalysis.com if interested!
Great list, but I think what’s missing is how fast markets move today. Tech disruption, global risks, and even meme-stock manias weren’t part of Munger’s world. His principles still work—but they need updating for the speed and complexity of 2025.
Well written!
Charlie Munger has given us a knowledge that will not be found in some books.
They already know a lot. Like how to roast a turkey.
Powerful lessons, especially ''Value Continuous Learning''. I think this is an item most of us need to stick to.
I believe that! Most people are pretty clueless.
I love these. I've seen these countless times before, but it's great to be reminded. Thanks