Where Data Tells the Story
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This chart captures the concentrated convictions of Charlie Munger’s Daily Journal Corp: 84.5% of the $221.62M portfolio is allocated to just two banks — Wells Fargo and Bank of America. Alibaba remains a bold 13.3% contrarian tech play, while U.S. Bancorp rounds out the list.
🧠 Takeaway: After Munger’s passing, Charlie Munger’s portfolio stands as a monument to his investing philosophy: focus, patience, and deep trust in a few great businesses.
📊 Analysis:
🕊️ Legacy Note: With Munger’s passing, this portfolio becomes more than a snapshot — it’s a blueprint. A reminder that great investing isn’t about chasing trends, but about owning durable value and letting time do the compounding.