Charlie MungerAcquired

Charlie Munger

67分钟 ·
播放数8379
·
评论数51

We sit down with the legendary Charlie Munger in the only dedicated longform podcast interview that he has done in his 99 years on Earth. We’ve gotten to have some special conversations on Acquired over the years, but this one truly takes the cake. Over dinner at his Los Angeles home, Charlie reflected with us on his own career and his nearly 50-year partnership at Berkshire Hathaway with Warren Buffett. He offered lessons and advice for investors today, and of course he shared his speech on the virtues of Costco once again (among other favorite investments). We’re so glad that we got the opportunity to record and share this with you all — break out your notebooks, tune in, and enjoy the singular wit and wisdom of Charlie Munger.

A transcript is available here.

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‍Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.

展开Show Notes
If 有人需要逐字稿:

https://dqbmnmuzm1c.feishu.cn/minutes/obcnhb96163oc5749pz6m5dl

👆飞书版逐字稿(音频+逐字稿对照)

(需要PDF也可以加我VX啦:NHY_09
睡美鱼睡美鱼:“独学而无友,则孤陋而寡闻” R.I.P.🙏
HD34036b:太感谢了
11条回复
王德尔
王德尔
2023.10.31
芒格部分是高难度听力挑战🥲
hallucinater:hhhhh
kyth
kyth
2023.10.31
44:01 Well, my position in China has been the Chinese economy has better future prospects over the next 20 years than almost any other big economy. That's number one. Number two, the leading companies of China are stronger and better and practically any other leading companies anywhere. And they're available at a much cheaper price. So naturally, I'm willing to have some China risk in the Munger portfolio. How much China risk? Well, that's not a scientific subject, but I don't mind whatever it is, 18% or something, whatever. It's worked out in the Munger family. So okay with me.
普琴科
普琴科
2023.11.01
来着chatGPT的总结: 主题一:Costco
核心内容:Costco是一家零售商,以低价销售产品而闻名。他们在大型高效商店中实现了低价销售,并展示了他们的分店。他们的成功模式吸引了许多人的关注,并且有可能复制这种模式。

主题二:伯克希尔(Berkshire Hathaway)
核心内容:伯克希尔是一家伟大的公司,拥有安德鲁和克里斯在过去二十年中建立的经验、资本和声誉的组合。他们在投资和建立伟大合作伙伴关系方面有着独特的方法和能力。

主题三:全球证券市场
核心内容:沃伦认为中国经济在未来20年内的前景比几乎任何其他大经济体都要好。他认为中国的领先公司更强大、更好,并且中国的年轻人知道规则,而老人知道例外。

主题四:投资与赌博的概念
核心内容:沃伦认为投资是一种有远见的决策,而赌博则是没有远见的决策。他强调投资需要深思熟虑和长期规划,而不是盲目跟风或冲动行事。

主题五:当今世界的投资机会
核心内容:沃伦认为许多公司都很好,但无法预测未来会发生什么。他提到了加利福尼亚州的情况,指出即使生意再好,也可能会遇到推动一切、做正确公共关系的人。
commeca
commeca
2023.11.29
sigh 今早看到他去世了,来听这期
歪猫协会
歪猫协会
2023.11.03
官方的英文文字稿在这里:https://www.acquired.fm/episodes/charlie-munger
Camellia_122
Camellia_122
2023.10.31
听得懂主持人,听不太清芒格😭
哈哈哈哈哈!一些个神奇
好运女孩富里达:听懂的就听了
DePanda
DePanda
2023.11.29
推荐个Podcast app:Snipd,有AI生成文稿,Transcript逐词跟显,highlights等等功能。😗
HD.:有广告插入的,时间线就对不上了
歪猫协会
歪猫协会
2023.11.01
上次有机会跟芒格老先生面对面交流还是2012年,转眼10年过去了他都要100岁了。整理了这个访谈的精华总结来回顾老先生的智慧✨ https://mp.weixin.qq.com/s/vV6kYD7fF0KtddfbKJCsrg
妖零零格鲁布:好羡慕这样的面对面,可惜我对芒格的所有认识只能通过大量阅读来实现。知道他走了,有说不出的难受和伤感。
IsabelleFY
IsabelleFY
2023.11.29
纪念芒格爷爷 🙏
Kasion
Kasion
2023.11.29
RIP Investing Genius
willwangtf
willwangtf
2023.11.29
RIP
WendyWu_OXcr
WendyWu_OXcr
2023.11.29
RIP
Irene.H
Irene.H
2023.11.29
RIP
HD80272x
HD80272x
2023.11.03
You may find it five years after you bought it. These things may work into it or your own understanding may get better. But when you know you have an edge, you should bet heavily. When you know you're right. Most people don't teach that in business school. It's insane. Of course you got to bet heavily on your best bets.
新浪财经的官方中文版翻译在这里 https://finance.sina.cn/2023-11-29/detail-imzwfvuw3990628.d.html
wkf
wkf
2023.11.13
商业人物的公众号里有比较清晰的总结
spot那个音乐app也上线外文字幕了
_之外_
_之外_
2023.11.29
老爷子走好