Charlie Munger's bet on enterprise software for court systems has been overshadowed by Daily Journal's investment portfolio. The software business deserves more attention.
I did see a tweet from wabuffo, who I think is the source of that reddit post as well. Perhaps Charlie Munger will comment on the portfolio at the upcoming annual meeting on February 15!
Thank you for a very useful analysis of the vertical software. As both a user of vertical software and as a shareholder for several years of Consolidated Software I learned a great deal. Thanks!
Thank you for the great analysis of the vertical software and Journal Technologies.
With regards to the investment portfolio, in some of there is mentioned that there was an undisclosed international position. I saw recently that position likely is Tencent. https://www.reddit.com/r/brkb/comments/zo9ktn/charlie_munger_has_invested_in_tencent_at_the/
I did see a tweet from wabuffo, who I think is the source of that reddit post as well. Perhaps Charlie Munger will comment on the portfolio at the upcoming annual meeting on February 15!
https://twitter.com/wabuffo/status/1604106016052121600
Thank you for a very useful analysis of the vertical software. As both a user of vertical software and as a shareholder for several years of Consolidated Software I learned a great deal. Thanks!