25iq

My views on the market, tech, and everything else

Index By Topic

 

Books

A Dozen Things I’ve Learned about Great CEOs from “The Outsiders” (Written by William Thorndike)

 

Business

A Dozen Things I’ve Learned About Marketing, Distribution and Sales

A Dozen Things I’ve Learned About Business

 

Business Models

“Wholesale Transfer Pricing”

The “Free Parking” Business Model

 

Charlie Munger

How thinking like Charlie Munger may have saved my life

Charlie Munger on The Psychology of Human Misjudgment

Why does Charlie Munger not invest in high-technology businesses?

What are Charlie Munger’s views on giving back to society?

What does Charlie Munger mean when he says that something is a lollapalooza?

Will there ever be another Charlie Munger?

Charlie Munger AMA: How does Charlie Munger recommend dealing with adversity?

A Dozen Things I’ve Learned from Charlie Munger about Ethics

A Dozen Ways Charlie Munger Thinks like Philip Tetlock Suggests in his New Book Superforecasting

A Dozen Things I’ve Learned from Charlie Munger (Distilled to less than 500 Words)

Charlie Munger on the Importance of Worldly Wisdom and Consistently not being Stupid

Charlie Munger on Investment Concentration versus Diversification

Charlie Munger on Margin of Safety

Charlie Munger on Management with Talent and Integrity

Charlie Munger on “Circle of Competence”

Charlie Munger on Moats

Charlie Munger on Mistakes 

A Dozen Things I’ve Learned from Charlie Munger about Risk

A Dozen Things Charlie Munger has said about Reading

A Dozen Things I’ve Learned from Charlie Munger about Capital Allocation

A Dozen Things I’ve Learned from Charlie Munger About Benjamin Graham’s Value Investing System

A Dozen Things I’ve Learned from Charlie Munger about Mental Models and Worldly Wisdom

Investing

A Dozen Things I’ve learned about Investing

A Dozen Things I‘ve Learned About Technology Investing

A Dozen Things I’ve Learned from South Park About Investing

Asset Allocation for Muppets with a 401(k)

Muppets Ask Questions and Experts Answer

More than A Dozen Reasons Why Investing in Airlines Belongs in the Too Hard Pile

Investment vs. Speculation

Mauboussin and Investing

Why and how do Munger and Buffett “discount the future cash flows” at the 30-year U.S. Treasury Rate?

 

Psychology of Investing

A Dozen Things I’ve Learned About the Psychology of Investing

 

Stories

BUSINESS CONFIDENTIAL – Heart of Darkness

Teledesic:   

Value Investing

A Dozen Reasons why Berkshire’s Moat will Survive the Departure of Warren Buffett/Charlie Munger

“If you take away the skill that Buffett has Buffett has no skill” is a bullshit thesis.

 

Ben Graham’s Value Investing ≠ Fama/French’s Factor Investing

The Folly of Macroeconomic Forecasting and the Importance on Focusing on Valuation/Margin of Safety 

 

Venture Capital and Technology

A Dozen Things I’ve learned about Venture Capital 

The Best Venture Capitalists Harvest Optionality (Dealing with Risk, Uncertainty and Ignorance)

Two Powerful Mental Models: Network Effects and Critical Mass

The Fundamental Difference between Venture Capital and Value Investing

Angel Investing and Power Laws

The Matthew Effect and VC Performance

VC Devils Dictionary