The Kelly+Partners Post - Issue 4 - April 2024

In this edition, Kelly+Partners' CEO and Founder, Brett Kelly, chats to basketball legend, Shaquille O'Neal, about how his family upbringing, personal values and commitment to teamwork have helped build a business empire valued at US$400million. Plus, get tips on managing financial stress and take a look at life lessons learnt from The Late Charlie Munger and former Hoyts CEO, Peter Ivany.

On November 28, 2023, the investing world

mourned the loss of Charlie Munger, the

esteemed vice chairman of Berkshire

Hathaway and longstanding collaborator

of Warren Bufett. Munger, a luminary in

the realm of investing for decades, was

celebrated for his sharp wit, profound

insights, and enduring wisdom.

In light of his legacy, here are three

enduring lessons drawn from the illustrious

Charlie Munger, applicable not only to

enhancing one’s investing prowess but also

to enriching life in general.

1. EMBRACE CONTINUOUS

LEARNING

Munger championed the ethos of

perpetual learning. He believed in the

imperative for individuals striving for

success in any field, be it investing or

otherwise, to go to bed each night a little

wiser than they had awakened. Central to

this philosophy was the habit of reading:

‘In my lifetime, I have encountered no wise

individuals (across a broad spectrum of

subjects) who weren’t voracious readers

– none, zero. You’d be astounded by the

amount Warren reads – and by how much

I read. My children jest at me; they regard

me as a book with a pair of legs sticking

out.’

For those seeking to enhance their

investing acumen, consistent reading

remains paramount. This may entail

perusing Securities and Exchange

Commission (SEC) filings of companies

of interest, delving into historical business

literature, or immersing oneself in the

works of investing luminaries like Benjamin

Graham’s ‘The Intelligent Investor’ (a

personal favourite of Bufett’s). While the

journey of mastering investing, finance,

and business may appear daunting

initially, by adopting Munger’s methodical

approach and maintaining consistency,

one can gradually amass substantial

knowledge.

2. RECOGNISE YOUR CIRCLE OF

COMPETENCE

Another invaluable lesson from Munger

applicable to all investors is the principle of

staying within one’s circle of competence

– in other words, understanding one’s

limitations.

Remaining within this circle entails

identifying stocks, businesses, and

industries beyond one’s expertise and

refraining from venturing into them with

investments. A pertinent example, often

relevant to many investors, is the realm

of biotechnology and pharmaceuticals,

characterised by its scientific complexity

and necessitating specialised knowledge

for informed investment decisions.

A cursory glance at Munger and Bufett’s

investment portfolios over the years reveals

a consistent pattern: a focus on sectors

within their sphere of deep understanding,

such as consumer products, financials/

banks, and energy. With steadfast

adherence to this principle, the duo seldom

strayed beyond their areas of expertise.

Beyond investing, this principle holds

relevance in choosing a profession. While

one may lack musical aptitude, they may

excel in a trade like electrical work. Munger

advocates for aligning one’s profession

with their areas of expertise to thrive, as he

did with professional investing.

3. CULTIVATE PATIENCE

Munger often lamented the pervasive

impatience among investors. Many

succumb to the temptation of hasty

buying and selling or seek rapid wealth

accumulation. He advocated for patience

in investing, emphasising the importance

of betting on long-term outcomes:

‘It takes fortitude

to hold onto cash

and refrain from

action. I didn’t reach

where I am by

pursuing mediocre

opportunities.’

Munger underscores the difculty in

exercising patience as an investor, yet

he champions it as the most efective

means to wealth accumulation. Investors

subscribing to Munger’s philosophy exhibit

patience, awaiting opportune moments

to make substantial investments over time,

perhaps only once per year. This approach

avoids over-diversification, ensuring

focused investments rather than scattering

funds across numerous ventures.

This principle extends to the realm of

compound interest, where gradual wealth

accumulation often yields substantial

returns over time. As Bufett famously

stated, ‘Nobody wants to get rich slowly,’

yet it remains one of the surest paths to

wealth. Munger’s wealth accumulation

was a testament to his extraordinary

patience.

This principle of patience transcends

investing, permeating various aspects of

life, from skill acquisition in one’s profession

to nurturing relationships with loved ones.

Munger contends that embracing patience

allows the compounding efect – whether

numerical or metaphorical – to work its

magic over time, fostering a fulfilling life for

oneself and those around them.

ISSUE 4

CHARLIE MUNGER

3 LIFE LESSONS

Inspired from: https://www.nasdaq.com/articles/3-investing-and-life-lessons-from-the-late-great-charlie-munger

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