CMQ Investing

CMQ Investing

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Investing newsletter that includes a practical guide/checklist for analyzing earnings calls.

27 Investing Rules From Warren Buffett's Most Famous Lecture
NewsMay 3, 2026

27 Investing Rules From Warren Buffett's Most Famous Lecture

On July 18, 2001 Warren Buffett delivered a two‑hour lecture at the University of Georgia that distilled his investing philosophy into 27 actionable rules. The guidance spans temperament, valuation, position sizing, mistake avoidance, and business assessment, emphasizing independent thinking, treating...

By CMQ Investing
Visual Guide: Charlie Munger's Best 100 Mental Models
NewsMay 2, 2026

Visual Guide: Charlie Munger's Best 100 Mental Models

Charlie Munger’s multidisciplinary thinking framework, distilled into a visual guide, emphasizes mastering roughly 100 core mental models from economics, psychology, physics, biology and mathematics. The guide presents a three‑step process—learn fundamentals, organize them in a latticework, and apply the structure...

By CMQ Investing
6 Investing Mistakes I'll Never Make Again
NewsApr 23, 2026

6 Investing Mistakes I'll Never Make Again

The author reflects on six personal investing blunders, from panic‑selling Meta during the 2018 Cambridge Analytica scandal to over‑weighting Alibaba and under‑weighting Palantir. He also highlights the pitfalls of buying thematic AI ETFs without company analysis, speculating on Fed rate...

By CMQ Investing
I Extracted 27 Mental Models From One Munger Interview
NewsApr 21, 2026

I Extracted 27 Mental Models From One Munger Interview

Charlie Munger’s 2022 Singleton Prize interview was dissected into 27 actionable mental models, each reframed as a practical framework for investors and leaders. The models range from betting on structural edges and questioning conventions to concentrating capital on a few...

By CMQ Investing
Superior Investments — Munger Monday #50
NewsApr 20, 2026

Superior Investments — Munger Monday #50

Charlie Munger’s investment philosophy emphasizes buying great businesses rather than cheap stocks, a shift that reshaped Berkshire Hathaway’s approach after the 1972 See’s Candies acquisition. Berkshire paid $25 million—about three times the company’s book value—to secure a brand with enduring loyalty...

By CMQ Investing
CMQ Investing | Pulse