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The Journal
Charlie-Munger_edited_edited
Peter lynch_edited
Monish Pabria_edited
Charlie-Munger_edited_edited
1/5
"The first rule of fishing is to fish where the fish are"
-Charlie Munger
Save Time, Make More, Worry Less.
WY Value Partners
EST. 2023
The Case for Reverse Rebalancing: Why Selling Your Weakest Ideas to Concentrate Your Best Bets Makes Sense
Mental Models
Portfolio Analysis with Claude:
Riding the Market Rollercoaster:
How to Invest?
Maintaining Sanity in Market Madness: The Art of Clear Thinking When Others Panic
Mental Models
Uncertainty ≠ Risk
Mental Models
1/3
Great speeches
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