A Conversation with Charlie Munger & John Collison - [Invest Like the Best, REPLAY] – Invest Like the Best with Patrick O'Shaughnessy

Bullish:

$COST - Charlie Munger discusses the advantages of Costco's business model, including its low working capital requirements and low shrink rate.
$BRK.A - Charlie Munger expresses his satisfaction with Berkshire Hathaway's performance and its unique success as a conglomerate.
$BRK.B - Charlie Munger expresses his satisfaction with Berkshire Hathaway's performance and its unique success as a conglomerate.
$AAPL - Charlie Munger highlights Berkshire Hathaway's significant investment in Apple.
$BNSF - John and Charlie Munger discuss the success of Berkshire Hathaway's acquisition of BNSF.
$DAIRY QUEEN - Charlie Munger talks about the profitability and win-win nature of Dairy Queen's business model.
$NETJETS - Charlie Munger describes the turnaround and current success of NetJets.
$KO - Charlie Munger explains the advantages of Coca Cola's business model, particularly its brand and capital structure.
$MUNGER'S CHINA FUND - Charlie Munger discusses his investment in Liului's China Fund and his confidence in the fund manager.
$MUNGER'S APARTMENTS - Charlie Munger mentions his investment in Avi's Apartments as part of his diversified portfolio.