Charlie Munger Stock Portfolio & Analysis

Charlie Munger Stock Portfolio & Analysis


Charlie Munger Indicators

Strengths + Opportunities = 104

Threats + Weaknesses = 63

When strengths & opportunities substantially exceed threats & weaknesses an investment in Charlie Munger has great long term potential. Click on top ten investments to see SWOT analysis statements for each of Charlie Munger's top holdings.

Charlie Munger: Investment manager and philanthropist. Munger is Vice Chairman of Berkshire Hathaway. Also chairman of Wesco Financial Corporation, based out of California. Munger served in the U.S. Army Air Corps as a meteorologist. Munger founded the Munger, Tolles and Olson LLP, in which he worked as a real estate attorney for some years. Munger partnered with Jack Wheeler and they formed Wheeler, Munger, and Company, which was an investment firm. 500 shares of Berkshire Hathaway, worth $43.5 million dollars, have been donated by Munger to Stanford University. Through many speeches Munger introduces the concept of “Elementary, Worldly Wisdom”. Munger ran a successful investment partnership in which it generated compound annual returns of 19.8% compared to a 5.0% annual appreciation rate from the Dow.

Investment Impacts (help)

USA Country Flag Image & Analysis

USA Report The United States (US) has a highly productive, capitalist economy and is the largest and most diverse market in the world. USA's Fundamental Currency Analysis (short term investment): the US dollar (USD) has the potential to increase in value especially versus the Australian and Canadian dollar because of the significant potential of undervalued companies. USA's Value Investor Survey (short term investment): the economic environment is very favorable for long term economic growth due to high scores on economic freedom and economic diversity. USA's Currency Trading Strategy: An undervalued currency, high investment flow potential and favorable business environment lead to a positive outlook for US investments, which will also benefit from positive international actions.