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Tag Archive for ‘Value investing’

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

Charlie Munger has developed a powerful system that is useful in making any type of decision. One notable application of this system by Munger relates to investing and involves another system developed by Benjamin Graham. It is useful to understand what is known as “value investing” not just for its own sake, but to understand how Munger thinks and makes decisions. Even if you find value investing boring or have […]

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A Dozen Things I’ve Learned from Michael Price abut Investing

1. “Of course, the macro questions are the hardest ones to figure out.  I am not trained to be an economist, and I don’t think economists get it anyway.   I am left with the bottoms-up, 10Q by 10Q analysis, and hope I have enough sense of where we are in the cycle…”  Michael Price is another successful investor who ignores macro forecasts in favor of a bottoms-up analysis. 2. “Never, never […]

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