Robert Hagstrom

CFA, Author, Sr Portfolio Mgr, EquityCompass Strategies

Topic

"Investing: The Last Liberal Art"

​

Takeaways

1) Brief summation of Charlie Munger’s Latticework of Mental Models approach to investing. 2) Examination of the role of physics, biology, philosophy, mathematics, and literature in investing. 3) Discussion of the three mental complexity levels: Socialized Mind; Self-Authoring Mind; Self-Transforming Mind.

Book Recommendations

Poor Charlie’s Almanack: The Essential Wit & Wisdom of Charlie Munger (2023)
Investing: The Last Liberal Art (Second Edition), Robert G. Hagstrom, A Brief History of Intelligence: Evolution, AI, and the Five Breakthroughs That Made our Brains, Max Bennett. {A book I believe Charlie would have enjoyed reading}

​

Charles Jennings

CEO, Stonehouse Corp [Australia] 

Topic

"30 Years as Munger’s Student: 3 as His Partner"

​

Takeaways

1) Munger’s approach to life; 2) What Charlie said I should talk about; how investing has changed, and how it has not, over his lifetime; 3) A couple examples and how we should carry on.

Book Recommendations

The History of Western Philosophy (Bertrand Russell); The Life of Samuel Johnson (James Boswell); Benjamin Franklin (Walter Issacson)

​

Ron Olson

Berkshire Director,

Managing Partner, Munger,

Tolles & Olson

with Karen Langley, WSJ and Robert Miles

 

Topic

"Q & A "

​

Takeaways:  

1) Reflections on being Charlie Munger's law partner. 2) Future of Berkshire after Charlie. 3) Berkshire - a year in Review.