charlie munger

It has long been a topic of discussion by investors, what is the minimum number of holdings required for acceptable diversification in an equity portfolio or an...

As investment managers, we deliberately narrow our investment universe, leaving large swathes of the market we would never approve for investment. Sometimes this means...

One of the titans of Australian funds management, Peter Cooper has enjoyed huge success at the helm of Cooper Investors, the firm he founded a little over 20 years...

This time last year, the Berkshire AGM transfixed investors even more than previous years, with markets in the grip of a major sell-down as the world realised the true...

We all wish we had invested in CSL back in the float. Investors that did the legwork involved in finding and then backing the opportunity at its listing in 1994, would...

As the world grapples with COVID-19 and the worst economic downtown since the Great Depression, global stock markets surpass all-time highs. These conflicting...

This year’s Berkshire Hathaway AGM was like no other we’ve seen before, and likely will ever see again. Not only was it performed to an empty stadium, but even Charlie...

During the Global Financial Crisis, Warren Buffett made headlines with some huge investments in high quality but distressed companies, including Mars, Goldman Sachs,...

Over the weekend, Berkshire Hathaway (NYSE:BRK.B) released its 2019 Annual Report along with Warren Buffett’s highly coveted letter to shareholders, one of the most...

Charlie Munger is well known as Warren Buffett’s business partner, but people who have followed him a little more closely would know that he was responsible for a...