Charlie Munger

A private investment company located in Geelong, Victoria

How to Succeed as a Retail Investor

What follows is the final edition of my four-part look at active vs. passive. In it, I offer a broad how-to guide for the average retail investor. Including some timeless wisdom from the investment greats. This is not financial advice, but an outline of some basic concepts and ideas that may ignite your own due diligence.  The Magic of Compounding “I think the desire to get rich fast is pretty dangerous. My own system was to get rich slow… …if you…

A Wealth Management Playbook

There is no such thing as one superior investment strategy – neither active nor passive. But, this begs the question: how, then, should an investor to choose between them? In short, it depends on your circle of competency. Up now is part three of a four-part dissertation on active vs. passive. In it, I outline a framework for choosing an investment method that is best suited to your needs and abilities. It begins with a brief survey of asset classes,…