Independent, long-term investment research: essays, a written-down framework and free tools, built on Charlie Munger’s way of thinking.
Kubera, in Hindu mythology, keeps the gods’ treasury and lends even to the gods. Kuberin, his descendant, carries on the idea: guard wealth, lend it wisely, and give it time to compound.
Clear thinking, behavioral discipline and rational decisions. Munger’s latticework of mental models, his habit of inverting every problem, and his patience to wait for the rare obvious bet, applied through four pillars: moat, management, margin and momentum.
Problems broken down to their foundations and rebuilt from what is known to be true, not from what the crowd assumes. Physics, biology, economics, psychology and technology each offer a lens for spotting transformational companies early.
Early conviction in paradigm-shifting companies like Tesla and SpaceX, held through volatility long enough for the exponential curve to do its work. A few great holdings, owned for years, can matter more than everything else combined.
A marathon, not a sprint. Let’s compound together.