Charlie Munger on Tesla, Disney, TSM, and Costco
发布时间 2023-02-20 21:54:30 来源
摘要
Charlie Munger shares his thoughts on a variety of different stocks and topics. I give my reaction in this episode.
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00:00 Introduction
01:00 Is Daily Journal a mini Berkshire?
02:12 Is AI a game changer?
04:46 Why BYD over Tesla?
07:30 Will China invade Taiwan?
10:14 Has Charlie changed his mind on crypto?
13:59 Will Costco ever fail?
15:42 Thoughts on Stock-Based Compensation?
19:37 Thoughts on Disney Stock?
22:54 Good companies or cheap stocks?
26:35 What is Charlie's best characteristic?
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