Rethinking value investing today using the framework laid out by Charlie Munger. Attacking an investment idea using an interdisciplinary toolbox of mental models. Learning to have a very patient temperament and acting swiftly and decisively when factors are acting together to lead to a significant outcome (lollapalooza effect).
General club meetup: Wednesdays at 5PM PST
Feel free to start a room to share your mental models or uncommon sense.
Respect : Please be respectful to others and their opinions. The Golden Rule is a good mental model for this.
Courtesy : Please don’t use the stage to market your service or company. Or engage in excessive self promotion.
Respect
Please be respectful to others and their opinions. The Golden Rule is a good mental model for this.
Courtesy
Please don’t use the stage to market your service or company. Or engage in excessive self promotion.
| Day | Members | Gain | % Gain |
|---|---|---|---|
| June 27, 2024 | 1,161 | +4 | +0.4% |
| March 21, 2024 | 1,157 | +3 | +0.3% |
| January 31, 2024 | 1,154 | +5 | +0.5% |
| December 17, 2023 | 1,149 | +3 | +0.3% |
| November 07, 2023 | 1,146 | +1 | +0.1% |
| October 07, 2023 | 1,145 | +4 | +0.4% |
| September 07, 2023 | 1,141 | +3 | +0.3% |
| August 10, 2023 | 1,138 | +3 | +0.3% |
| July 08, 2023 | 1,135 | +1 | +0.1% |
| June 16, 2023 | 1,134 | +2 | +0.2% |
| March 15, 2023 | 1,132 | +32 | +3.0% |
| November 18, 2022 | 1,100 | +100 | +10.0% |
| September 18, 2022 | 1,000 | +9 | +1.0% |
| September 12, 2022 | 991 | +13 | +1.4% |
| September 02, 2022 | 978 | +6 | +0.7% |
| August 26, 2022 | 972 | +7 | +0.8% |
| August 20, 2022 | 965 | +9 | +1.0% |
| August 13, 2022 | 956 | +8 | +0.9% |
| August 07, 2022 | 948 | +4 | +0.5% |
| July 31, 2022 | 944 | +10 | +1.1% |
| July 25, 2022 | 934 | +7 | +0.8% |
| July 18, 2022 | 927 | +2 | +0.3% |
| July 12, 2022 | 925 | +8 | +0.9% |
| July 05, 2022 | 917 | +5 | +0.6% |
| June 29, 2022 | 912 | +10 | +1.2% |
| June 22, 2022 | 902 | +10 | +1.2% |
| June 16, 2022 | 892 | +11 | +1.3% |
| June 09, 2022 | 881 | +4 | +0.5% |
| June 03, 2022 | 877 | +2 | +0.3% |
| May 27, 2022 | 875 | +6 | +0.7% |