Jan 5, 2023Liked by The Rational Walk

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/

Expand full comment

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!


Expand full comment
Dec 28, 2022Liked by The Rational Walk

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!

Expand full comment