@qualityequities
Charlie Munger, Warren Buffett’s long-time partner, didn’t just advocate for buying great businesses...he advocated for approaching investment with a multi-disciplinary mindset. He believed that the best investors are those who can synthesize knowledge from psychology, history, mathematics, and engineering. For the quality investor seeking multi-decade compounders, simply looking at financial statements is insufficient. We need a framework to understand why a business succeeds and how long that success can last. Read my latest article to learn about 5 mental models for analyzing compounding machines.