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A better link is http://www.vinvesting.com/docs/munger/ http://www.vinvesting.com/docs/munger/ which provides his full "Art of Stock Picking" speech in which he
by yagibear 19y ago
A better link is http://www.vinvesting.com/docs/munger/ http://www.vinvesting.com/docs/munger/
which provides his full "Art of Stock Picking" speech in which he gives his opinion on mental models, as well as the UCSB speech & another.