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May 2025

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
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Chris Franco
How Munger’s Mental Models Outperformed Wall Street’s Algorithms
Learn the thinking system behind Berkshire’s legendary Apple and Coke bets.
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Chris Franco
The Charlie Munger Guide to Investing
A visual guide inspired by the wisdom of Charlie Munger
 • 
Chris Franco
The first rule of compounding: Never interrupt it unnecessarily.
Munger Monday #001
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Chris Franco
Why I Increased My ServiceNow Position
Behind My Latest Buy: AI Growth, Recurring Revenue, and Execution Strength
 • 
Chris Franco

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.
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Chris Franco
2
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…
 • 
Chris Franco
My Portfolio Allocation: Recent Changes and Reasoning
Dear CMQ Investors,
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Chris Franco
How Charlie Munger Made Millions After the 2008 Crash
Charlie Munger’s Greatest Trade: A Masterclass in Rational Investing
 • 
Chris Franco

March 2025

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