May 25, 2020: A hodge podge of learnings on - Rule of 240 from Focused Compounding, Occam’s Razor and Charlie Munger, High Inflation Investing from The Investor’s Podcast and Focused Compounding, Modest Proposal on Invest like the Best, and Chris Mayer on Meb Faber Show.

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Episode Notes:

Chris Mayer on Meb Faber

• Focus on owner-operators and a fascinating journey of how writing a newsletter became a career and how that led to running a family fund

• https://mebfaber.com/2019/07/17/episode-165-chris-mayer-i-do-think-the-biggest-challengeis-keeping-it-holding-on-to-it/

Rule of 240 - 10-bagger from Man for All Markets

• Focused Compounding Episode: https://focusedcompounding.podbean.com/e/rule-of-240-how-to-work-backwards-from-a-future-10-bagger-to-todays-stock-price/

Occam’s Razor & Charlie Munger

• Most times, it’s the simple option that matters

• https://science.howstuffworks.com/innovation/scientific-experiments/occams-razor.htm

High Inflation Investing

• Focused Compounding Episode: https://focusedcompounding.podbean.com/e/ep-207-investing-during-high-inflation-which-stocks-work-best-and-which-stocks-work-worst/

• The Investor’s Podcast Episode: https://www.theinvestorspodcast.com/episodes/tip298-warren-buffett-2020-shareholders-meeting/

Modest Proposal

• Consumer Internet businesses => Niche focus to survive

• http://investorfieldguide.com/modest/