Charlie's Munger

Member since 2013

Comments

Charlie's Munger
@RCM Boy pump and dump?
Apr. 28, 2025
8:34 AM
Charlie's Munger
@tgalaska Why worry about "skimpy, irregular" T dividends when you can buy $KTBA (AT&T/ BellSouth, BBB) 7% '95 Trust Preferred: 8.20% Current Yield, 8.20% Yield to Maturity, 4.00% HIGHER than 30 year treasuries, 12% discount to $25 face value, while sole underlying bond *BBB* BellSouth 7s '95 Cusip: 079867AP2 is trading ~$106 (PREMIUM). AT&T has previously tried to buy back entire issue, now 3rd parties are scrambling to steal them from retail https://tinyurl.com/3nt74ru4 https://tinyurl.com/ycxdac2x
Apr. 28, 2025
7:18 AM
Charlie's Munger
seems like overreaction?
Apr. 22, 2025
9:52 AM
Charlie's Munger
when you even get ticker wrong, how good can your "analysis" be

you have many material mistakes/ omissions in this piece, i advise you to revisit public filings, others not to rely on it

I think street price target may be $45+ not sure, last trade $40
Apr. 21, 2025
6:29 AM
Charlie's Munger
Valuation? "Double-top" is not valuation
Apr. 21, 2025
5:53 AM
Charlie's Munger
*DigitalBridge’s Sale of Southeast Asian Towers Is Said to Stall

-60%, nice
Apr. 20, 2025
9:18 PM
Charlie's Munger
@wboz its accounting fraud and unjust enrichment
Apr. 15, 2025
11:19 PM
Charlie's Munger
Is that anglo deal off now
Apr. 08, 2025
6:03 PM
Charlie's Munger
Minecraft Movie’ smashes box office expectations with $157 million opening weekend
Apr. 07, 2025
7:48 AM
Charlie's Munger
Now that Sucky is gone
Apr. 07, 2025
7:24 AM
Charlie's Munger
@Tyler Durden 42 no i basically created a position at 2$, sold ~ $25, said it would go back to $15, and here we are. seems like im almost 100% right
Apr. 06, 2025
11:13 PM
Charlie's Munger
*Warner Bros.’ ‘A Minecraft Movie’ Smashes Box Office
Apr. 06, 2025
5:30 PM
Charlie's Munger
I bought at $35 and $30
Apr. 05, 2025
5:22 PM
Charlie's Munger
*Amazon could see up to $10 billion in profits go up in smoke because of Trump tariffs
Apr. 05, 2025
3:35 PM
Charlie's Munger
not sure who paid 25x, but not me
Apr. 05, 2025
1:00 PM
Charlie's Munger
@GHOUND Getting close!
Apr. 04, 2025
4:24 PM
Charlie's Munger
they just cut gold guidance by 100k oz
Apr. 01, 2025
7:38 AM
Charlie's Munger
Rare miss on call by Stoned Fox
Mar. 31, 2025
2:47 PM
Charlie's Munger
Analysis summary: stock didn’t go down in 30 days after my last "sell" recommendation so now i will say maybe it will go up...and reputationally i will be "hedged"
Mar. 29, 2025
1:05 PM