Charlie Munger, every mention
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tap a year for its mentions
every year anyone Morgan Housel 16Shane Parrish 7Ted Seides 6Eric Yuppin 6Tom Russo 5Mike Maples, Jr. 3Michael Mauboussin 3Bruce Martin 3Josh Wolfe 2Jim Falbe 2
Verbatim, from the transcripts: the passages where Charlie Munger comes up
Lane MacDonald – Teamwork, Alignment, and Investing at the Highest Levels at SCS (EP.483)
- ▶ 58:46 Lane MacDonald I had breakfast with Charlie Munger at his home in LA.
Michael Kelly – Democratizing Access to the Middle Market at Future Standard (EP.473)
- ▶ 18:07 Mike Kelly If you think about the Charlie Munger quote around, show me the incentives and I'll show you the behavior.
Morgan Housel – The Art of Spending Money (EP.466)
- ▶ 14:41 Morgan Housel Munger put it more starkly. 2 times in the scene
Mitchell Green - Lead Edge of Harnessing Networks (EP.429)
- ▶ 23:50 Mitchell Green Warren Buffett and Charlie Munger would say we were idiots, but this is our version of return on equity.
Mike Maples Jr. - Identifying Startup Pattern Breakers (EP.406)
- ▶ 17:03 Mike Maples, Jr. I'm a big fan of Charlie Munger and Warren Buffett, and one of the things I really appreciate about them is just their 2 times in the scene
- ▶ 1:10:28 Mike Maples, Jr. It's like Buffett and Munger talk about your margin of safety when you buy a stock.
Jase Auby - Risk, Size, and Talent at Texas Teachers (EP.404)
- ▶ 57:26 Ted Seides We all have a lot of our favorite Munger Buffett quotes. 2 times in the scene
Jonathan Tepper - Buying Monopolies at Prevatt Capital (EP.375)
- ▶ 47:48 Jonathan Tepper Buffett, Munger, and Templeton, you know, were doing it in their nineties.
Michael Mauboussin - Pattern Recognition and Public Markets (EP.370)
- ▶ 51:33 Michael Mauboussin Maybe the second one I would mention, and I say that I'm leaving off tons of people who have been really helpful along the way, but the other one I probably mentioned is Charlie Munger. 2 times in the scene
Morgan Housel – Same as Ever (EP.359)
- ▶ 16:31 Morgan Housel Munger falls in that category as well. 4 times in the scene
- ▶ 43:31 Morgan Housel So it's the classic Munger quote, don't think about a single thing unless you're thinking about incentives.
- ▶ 49:04 Morgan Housel And to a lesser extent, age of Buffett and Munger, who just passed away, of course.
Seth Klarman – Timeless Value Investing (EP.328)
- ▶ 1:14:52 Seth Klarman I think Warren and Charlie are great exemplars that you can still be doing this into your nineties, but I don't think I should be running bow post more than another 15 or so years.
Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320)
Anthony Scaramucci – Another Winter and Another Rebirth (Capital Allocators, EP.292)
- ▶ 21:56 Anthony Scaramucci And of course, if we've got it completely wrong, let's say Warren Buffett and Charlie Munger are right.
- ▶ 46:09 Anthony Scaramucci When somebody like Charlie Munger or calls it venereal disease or one of it calls it rat poison, I take that very seriously.
Colin Smith and Farouk Miah - Empty Rooms: Investing in Africa (Capital Allocators, EP. 279)
- ▶ 1:04:37 Colin Smith I'd say for me, I'm going to open with Charlie Munger.
Jamie Montgomery – March Capital (Manager Meetings, EP.26)
- ▶ 47:43 Eric Yuppin With Charlie Munger and have benefited from his extraordinary wisdom as has to be the top three, five investors and philosophers of the investment community. 6 times in the scene
Chas Cocke - From Allocator to Manager (Capital Allocators, EP.224)
- ▶ 1:01:16 Chas Cocke Going to the Munger idea of, you know, he quotes the Algebras, Jacoby, invert, always invert. 2 times in the scene
Bruce Martin – Still Lake Capital [Manager Meetings, EP.7)
- ▶ 47:27 Bruce Martin I feel like people read way more than me, like Buffett, Buffett and Munger and the people who really followed, they would say you need to read 500 pages a day. 2 times in the scene
- ▶ 1:01:41 Bruce Martin I think Munger says about Buffett, the reason he's great isn't just because he's really smart, but he said he's a learning machine.
Private Equity Masters 8 – Chuck Davis – Stone Point Capital (Capital Allocators, EP.207)
- ▶ 53:28 Chuck Davis Todd sat on our floor and ran a great business, and then along came Charlie Munger and Warren Buffett, and hard to argue that
Eli Casdin – Casdin Capital (Manager Meetings, EP.02)
- ▶ 33:26 Eli Casdin And it was Charlie Munger and Buffett up there eating the peanut brittle or drinking the cherry Cokes or whatever they're doing. 2 times in the scene
Yen Liow - The Quest for the Right Tail at Aravt Global (Capital Allocators, EP.188)
Shane Parrish – Learning to Learn at Farnam Street (Capital Allocators, EP.164)
- ▶ 13:22 Shane Parrish And I got introduced to Charlie Munger around that time again. 6 times in the scene
- ▶ 45:56 Shane Parrish So that was the original concept of inversion that I got from Munger is like, tell me where I'm going to die.
Morgan Housel – The Psychology of Money (Capital Allocators, EP.155)
- ▶ 42:15 Morgan Housel So obviously the duo of Buffett and Charlie Munger is well known. 8 times in the scene
Daylian Cain – Master Class in Negotiations (Capital Allocators, EP.138)
- ▶ 56:31 Daylian Cain He is a very successful investor and a Charlie Munger disciple. 2 times in the scene
Doug Phillips – Middle of the Fairway at the University of Rochester (Capital Allocators, EP.123)
- ▶ 39:47 Doug Phillips So I think Charlie Munger talks about Lollapaloozas or something, but meeting paloozas are all five of us go to a country, spend a week there.
Thomas Russo – All About Google (Capital Allocators, EP.90)
Thomas Russo – All About Berkshire Hathaway (Capital Allocators, EP.89)
Michael Batnick - The Best Investors and Their Biggest Mistakes (Capital Allocators, EP.71)
- ▶ 4:32 Ted Seides We then turn to stories from his book about Ben Graham, Jesse Livermore, Jack Bogle, Stan Druckenmiller, John Maynard Keynes, Charlie Munger, and Chris Saka.
- ▶ 22:07 Ted Seides So the one that, the chapter that baffled me the most was the one on Charlie Munger, because as far as I could tell, there weren't any mistakes.
Josh Wolfe – Seeing the Lux (Capital Allocators, EP.65)
- ▶ 12:05 Josh Wolfe I'm inspired by deep value, Buffett, Munger, you know, Markle type, Klarman.
- ▶ 1:05:40 Josh Wolfe You're gonna leave here, and you're gonna have a conversation with somebody else, and if I've planted in your mind an idea or a new thesis that I'm working on, or I tell you, you know, I'm really trying to find somebody that can, you know,…
Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (Capital Allocators, EP.36)
- ▶ 1:11:51 Michael Mauboussin I, I, I've learned probably more from Munger, or I've taken, I've probably taken more from Charlie Munger's work over the years, and I, I'm just such a huge fan of this, understanding big ideas from different disciplines, understanding…
Paul Johnson and Paul Sonkin – The Perfect Investment (Capital Allocators, EP.32)
- ▶ 1:00:10 Paul Johnson I'm a Munger fan that way.
Thomas Russo – Buy and Hold...and Then What (Capital Allocators, EP.16)
David "Bull" Gurfein - Interdisciplinary Lessons from the Marines (Capital Allocators, EP.10)
- ▶ 4:30 Ted Seides Charlie Munger is well known for preaching the importance of interdisciplinary knowledge in the practice of investing. 2 times in the scene
Josh Brown – When Witchcraft Failed (Capital Allocators, EP.06)
- ▶ 9:33 Josh Brown So Charlie Munger has this concept where incentives are everything.