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24 Psychology Models Charlie Munger Says You Must Know
“Of all the models that people ought to have in useful form and don’t, perhaps the most important lie in the area of psychology.” -Charlie Munger
May 18
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Chris Franco
12
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24 Psychology Models Charlie Munger Says You Must Know
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How Munger’s Mental Models Outperformed Wall Street’s Algorithms
Learn the thinking system behind Berkshire’s legendary Apple and Coke bets.
May 10
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Chris Franco
10
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How Munger’s Mental Models Outperformed Wall Street’s Algorithms
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The Charlie Munger Guide to Investing
A visual guide inspired by the wisdom of Charlie Munger
May 7
•
Chris Franco
19
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The Charlie Munger Guide to Investing
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The first rule of compounding: Never interrupt it unnecessarily.
Munger Monday #001
May 5
•
Chris Franco
8
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The first rule of compounding: Never interrupt it unnecessarily.
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Why I Increased My ServiceNow Position
Behind My Latest Buy: AI Growth, Recurring Revenue, and Execution Strength
May 4
•
Chris Franco
3
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Why I Increased My ServiceNow Position
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April 2025
How to Buy the Dip Like Charlie Munger (and Why It Works)
He didn’t buy the dip—he bought the margin of safety.
Apr 21
•
Chris Franco
3
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How to Buy the Dip Like Charlie Munger (and Why It Works)
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Why I’m Betting Big on TKO (Now 7% of My Portfolio)
TKO Group Holdings is a dominant combat sports media company with unmatched pricing power, no substitutes, and operating leverage that converts scale…
Apr 15
•
Chris Franco
4
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Why I’m Betting Big on TKO (Now 7% of My Portfolio)
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My Portfolio Allocation: Recent Changes and Reasoning
Dear CMQ Investors,
Apr 12
•
Chris Franco
5
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My Portfolio Allocation: Recent Changes and Reasoning
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How Charlie Munger Made Millions After the 2008 Crash
Charlie Munger’s Greatest Trade: A Masterclass in Rational Investing
Apr 8
•
Chris Franco
7
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How Charlie Munger Made Millions After the 2008 Crash
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March 2025
Warren Buffett Would Never Ignore This Silent Wealth Destroyer
Most investors overlook this one metric. Buffett wouldn’t. And neither should you.
Mar 25
•
Chris Franco
4
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Warren Buffett Would Never Ignore This Silent Wealth Destroyer
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The Investment Charlie Munger Regretted—And What He Did Next
From cash-burning tractors to cash-printing machines—how one bad investment led Charlie Munger to the investing rule of a lifetime.
Mar 22
•
Chris Franco
22
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The Investment Charlie Munger Regretted—And What He Did Next
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New Tool: Analyze Market News Like Warren Buffett
Try my latest CustomGPT. It's free, and it can help you invest more rationally.
Mar 18
•
Chris Franco
3
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New Tool: Analyze Market News Like Warren Buffett
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