I have read a few articles on Charlie Munger recently. The articles explains how he influence Warren Buffett from investing in “good business at wonderful prices” with a more activist mindset to buying “wonderful business at good prices”.
I felt similarities in the stories from the way how Simple Investor SG had influenced me to how I invest lately. Previously I have always been a more “value-oriented” investor, but even since we started Fundamental Scorecard website together, I have been looking at his Full Analysis scorecard (which includes the recent Moat scoring). Then a few months ago, I started on my Big Ideas Investing Theory which has been significantly influenced by him (as explained in Big Idea 1).
Since the start of Big Ideas Investing Theory, I came up with 9 Big Ideas – Some were long held companies and some were just purchased a few weeks ......