Masters of Compounding

Masters of Compounding

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50 Mental Models to Think Like a High-Level Generalist - PART 2
50 disciplines. 50 big ideas. 50 mental models. 10 posts. #2
Feb 15 • Masters of Compounding
50 Mental Models to Think Like a High-Level Generalist
50 disciplines. 50 big ideas. 50 mental models. 10 posts.
Feb 7 • Masters of Compounding
Why Warren Buffett Envies You
Because you don't have to pick Dwayne Johnson for an arm-wrestling match.
Feb 18 • Masters of Compounding
Simplify and Conquer
15% per year for 30 years in 5 minutes.
Feb 12 • Masters of Compounding
The Most Counterintuitive Study I’ve Read (on Risk)
I wanted to go with “The Most Mind-Blowing Study In Investing,” which, at least from my perspective, would’ve been true. But it would’ve sounded too…
Feb 2 • Masters of Compounding
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The Most Counterintuitive Study I’ve Read (on Risk)
Feb 2 • Masters of Compounding
99 Years of Wisdom Condensed Into 20 Mental Models
Jan 20 • Masters of Compounding
50 Mental Models to Think Like a High-Level Generalist
Feb 7 • Masters of Compounding
There Is a Risk More Terrifying Than an AI Bubble
Nov 15, 2025 • Masters of Compounding
Curated wisdom, data and portfolios from the world’s best investors.

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The Learning Method Charlie Munger Never Wrote Down (But Lived By)
Two techniques do most of the heavy lifting.
Jan 26 • Masters of Compounding
99 Years of Wisdom Condensed Into 20 Mental Models
I started investing thanks to Charlie Munger, so it’s an honor for me to help spread his wisdom.
Jan 20 • Masters of Compounding
Beyond ROIC: Measuring the Returns on New Capital
Measuring Meta’s Returns: Mauboussin vs. Huber
Jan 13 • Masters of Compounding and The Pursuit of Compounding
P/E: The Most Misunderstood Ratio in Finance
The P/E isn’t value. It’s a story.
Jan 8 • Masters of Compounding
10 Charts, 10 Lessons: The 2026 Investor’s Reality Check
To be honest, a few of these charts come with multiple lessons.
Jan 1 • Masters of Compounding
IQ < RQ in Investing
I could even have written “RQ > IQ in Life”, but it would just be an opinion.
Dec 29, 2025 • Masters of Compounding
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