And in this note, you find the full,400 word transcript of the entire meeting. You can find copies of the 2016, 2015 and 20 notes here or buy them as a bundle. Munger, in his usual, no holds barred manner, speaks for two hours. These notes fall short of a verbatim transcription. Charlie mungers worldly wisdom page 173 2003 wesco meeting notes page 177 2004 wesco meeting notes page 193 2005 wesco meeting notes. Please excuse any errors or omissions i was taking notes on my phone as fast as i could. The man is a veritable master when it comes to understanding both business and investing, and hes a genius in articulating the psychological aspects that makes an investor successful.
Feb 15, 2017 too many people believe in luck and gamble, and thats a national defect, munger, 93, said wednesday at the annual meeting for daily journal corp. Daily journal meeting notes 2019 vintage value investing. Charlie munger daily journal annual meeting 2020 full video. We can all learn from his insights from todays daily journal annual meeting. Full transcript of daily journal annual meeting 2017 february 17, 2017 richard lewis 15 comments this week i had the great pleasure of hearing charlie munger speak at the daily journal annual meeting for the second time. At todays meeting, board chairman charlie munger introduced the board. Charlie munger holds court at the 2016 daily journal meeting. Charlie munger daily journal annual meeting 2020 full. Charlie mungers daily journal djco 2015 meeting recently took place. You will find that i frequently summarized the questions from the audience, but as for anything that charlie, gerry, or peter said, i translated. Berkshire hathaways munger set to speak at daily journal annual meeting published wed, feb 14 2018 12. The annual meeting of shareholders of daily journal corporation the company will be held on thursday, february 14, 2019, at 10. Feb 22, 2016 charlie munger audio of daily journal meeting in 2015.
Notes from charlie mungers daily journal meeting market folly. These are my notes from video of an informal session with charlie answering questions after the main daily journal meeting in february 2017. While not a transcript of the event, its the closest thing youre going to find. Notes from charlie mungers daily journal meeting via alex rubalcava and posted on market folly at the link below. Farnam street was there to capture mungers thoughts and comments. On february 11, 2016, charlie munger hosted the 2016 annual meeting of the daily journal corporation. Notes from charlie mungers 20 daily journal shareholder.
Feb 14, 2018 berkshire hathaways munger set to speak at daily journal annual meeting published wed, feb 14 2018 12. Adam blums notes from february 15, 2017 daily journal djco annual meeting. Munger age 93 lasted two hours and covered a range of topics. Notes from charlie munger s daily journal djco meeting 2015 munger on venture capital versus what he does for a living. Charlie munger speaks at daily journal annual meeting.
Munger discussed how investing can make you an honorable person, the myth of diversification, and the concern of index funds. Charlie munger djco 2017 after session notes study munger. Charlie munger audio of daily journal meeting in 2015. I watched charlie mungers at the daily journal annual meeting. Very few things bring the highest payoff for time spent than listening to and learning from charlie munger. Notes from charlie mungers daily journal meeting market.
At todays meeting, board chairman charlie munger introduced the board and other key management of daily journal and spoke for a few minutes about the company. Too many people believe in luck and gamble, and thats a national defect, munger, 93, said wednesday at the annual meeting for daily journal corp. Charlie munger is known for his blunt wit and investing insight, and his intellect has not gotten any duller with age. Friends, please see below for my notes from todays meeting. Adam blums notes from february 15, 2017 daily journal djco. Since westco meetings ended, the daily journal annual meeting has grown in importance, as investors flock to the meeting to listen to him speak at length. At 94 years young, charlie shows no signs of slowing down. Over the past decade, a littleknown company called the daily journal corp. Adam blums notes from djco annual shareholder meeting. Detailed notes from the daily journal corporation annual meeting held september 10th, 2014 and led by chairman charlie munger. Munger spoke yesterday at the daily journal meeting and the following notes are courtesy of alex rubalcava.
The reason why this company has been attracting so much attention is because of its chairman, charlie munger trades, portfolio, who is also the vicechairman of berkshire hathaway inc. As weve talked about on previous episodes, munger is really a brilliant individual thats considered a polymath. Originally published at valuewalk whitney tilsons email to investors discussing notes from charlie mungers daily journal annual meeting. Munger is also the chairman of daily journal corporation. Notes from 32515 daily journal corporation shareholder meeting ht whitney tilson drizzle by aznaur midov. Home hedge fund meeting notes the 2016 daily journal meetings notes. Charlie munger at the 2016 daily journal corporation meeting. Few people know that charlie is an investor with the daily journal corporation.
At this years daily journal agm, charlie munger once again shares his wisdom and some of the secrets to berkshires success with the audience. Charlie munger and the 2014 daily journal annual meeting. Charlie munger speaks at the daily journal annual meeting published thu, feb 14 2019 12. Charlie munger at the 2016 daily journal corporation. Phil and danielles thoughts on their attendance at charlie mungers daily journal annual meeting. Charlie munger started the meeting with his introduction of the board of directors. Our reflections on charlie mungers talk at the daily journal annual meeting. Last week i had the great pleasure of hearing charlie munger speak at the daily journal annual meeting for the third time. A conversation with charlie munger dubridge distinguished visitor lecture 2008 in 2008, charlie munger spoke at caltech, offering some of his most incisive, cutting, and original thoughts. On april 27, 2017 june 11, 2017 by studymunger in notes. The man is a veritable master when it comes to understanding both business and investing, and hes a genius in articulating the psychological aspects that.
The 2020 daily journal corporation annual meeting is in the books. Notes from charlie munger s daily journal meeting munger talked about the embedded options in the public notice papers he bought for daily journal. Its the charlie munger show at daily journal annual meeting. One piece from mungers opening statement stuck out because it fits with a book i finally started reading called concentrated investing i think its safe to say that broad allocation strategies are not only the accepted norm but anything not in a broadly diversified wrapper is. Charlie mungers worldly wisdom page 173 2003 wesco meeting notes page 177 2004 wesco meeting notes page 193 2005 wesco meeting notes page 216 2006 wesco meeting notes page 246. It turned out to be a great one, full of wisdom and juicy punches. Notes from charlie munger s 20 daily journal shareholder meeting, stocks. Meeting notes have been posted on the futile finance. Notes from charlie mungers 20 daily journal shareholder meeting, stocks. Notes from the daily journal corporation shareholder meeting.
Full transcript of daily journal annual meeting 2017. Whitney tilsons email to investors discussing notes from charlie mungers daily journal annual meeting. The best of charlie munger page 159 2002 wesco meeting notes page 163 2003 tilsons column. I scanned them into a pdf document which you can access here. A brief history of charlie munger and the daily journal. Here are the things you should know before you purchase a copy of the notes. For two hours he captivated the audience with an abundance of whit, wisdom, stamina, and kindness. Readers can find the text from whitney followed by the full notes from the 2016 daily journal corporation meeting below. Below is an excerpt followed by notes from charlie munger at the 2016 daily journal corporation meeting as we promised readers. Charlie munger daily journal annual meeting 2020 full video, full transcript, and notes february 17, 2020 by jonathan ping leave a comment my money blog has partnered with cardratings and creditland for selected credit cards, and may receive a commission from card issuers. How to prepare yourself when you experience money loss in your lifetime. Notes from charlie munger s daily journal meeting via alex rubalcava and posted on market folly at the link below.
Berkshire hathaway vice chairman charlie munger smiles during an. Mar 26, 2015 charlie munger s daily journal djco 2015 meeting recently took place. Charlie munger speaks at the daily journal annual meeting. Some of you may be unaware that warren buffetts partner at berkshire hathaway, charlie munger, has aided in the management of the daily journal djco portfolio where hes the chairman.
Feb 14, 2019 charlie munger is known for his blunt wit and investing insight, and his intellect has not gotten any duller with age. Full transcript of daily journal annual meeting 2019. Charlie munger speaks at the 2017 daily journal annual. Its a really difficult honest way to make a living. See you in omaha in may, along with 35,000 of our closest friends, like always. Get the entire 10part series on charlie munger in pdf. We believe that the following notes are an accurate depiction of the meeting, however we. This is different than the main meeting which was widely reported on. Charlie munger daily journal 2015 meeting full notes. Berkshire hathaways munger set to speak at daily journal. Cnbc cameras were there today filming the meeting for the first time.
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