Lessons from Guy Spier’s Book: The Importance of Patience in Investing

Guy Spier Rick Guerin Munger

Investing is as much about psychology as it is about numbers. This truth hit home for me after reading Guy Spier’s book The Education of a Value Investor. His candid reflections on his own mistakes and vulnerabilities resonated deeply with me, especially as I recalled my own missteps in the market. In this post, I’ll share […]

What I learnt from Guy Spier? (Part 1)

One year ago, I had the honor of interviewing William Green. He shared something profound about the power of kindness—how it can inadvertently lead to success in life. At the time, I didn’t fully grasp it. But recently, while reading Guy Spier’s The Education of a Value Investor, it all clicked. Guy Spier shared a […]

Applying Charlie Munger’s Psychology to Investments – Avoiding Psychological Pitfalls (Part 2)

In Part 1 of this series on Charlie Munger’s investment psychology, we explored 12 psychological tendencies that influence our investment decisions. These insights from Poor Charlie’s Almanack reveal how deeply ingrained biases can subtly guide our actions, often without us realizing it. Understanding these psychological pitfalls helps us make wiser choices that align with long-term […]

9 Investment Lessons from Fund Manager Matthew Peterson

If you’re looking for timeless investment lessons from fund managers, you’re in the right place. I recently had the incredible opportunity to interview Matthew Peterson, a multi-million dollar fund manager known for his strategic and long-term approach to investing. The insights he shared were invaluable, and I’m excited to bring you the top nine lessons […]

Why did Charlie Munger Give Li Lu $88m?

li lu and charlie munger

This morning, I was reading Li Lu‘s book, and I came across a powerful illustration of how trust is built. In Li Lu’s book, he detailedly talked about the encounters with Charlie Munger in his life. He first met Charlie in 1996, but he only managed to have a chance to have a heartfelt talk with […]

What I learnt from Mohnish Pabrai: The Warren Buffett of India

Mohnish Pabrai arigato investor

With Berkshire Hathaway AGM coming to an end, I felt so fortunate to be able to learn and meet from so many brilliant investors all over the world. They’ve showered us with immense wisdom and kindness, helping us on our journeys to becoming better investors. I will be writing a series of reflections along the […]

What I learnt from Li Lu: The Warren Buffett of China

li lu arigato investor

During my recent trip to the Berkshire Hathaway AGM, I had the honor of meeting Li Lu in person. When I saw him in the hall, he was already surrounded by a crowd eager to learn from the “Warren Buffett of China” by asking him questions. Humility is the one word that best describes Li […]

Should you invest in China right now?

should you buy china now jeffery towson

China’s stock market has fallen close to 35% over the past five years. Should you invest in China right now? 🤔📈 When it comes to learning about a complex market like China, the best approach is often to learn from people who live and breathe there. 🇨🇳 I recently had an honour to interview a […]

7 lessons I’ve learned from Charlie Munger

charlie-munger

As I’m re-reading the chapter about Charlie Munger inside “Richer, Wiser, Happier” by William Green, I can’t help but feel in awe of how much I can learn from this legend by studying his words again. Here’s the summary of the 7 lessons I’ve learned from Charlie Munger. **1. Be Humble and Avoid Being Foolish** […]