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I enjoyed my session with students at the Ashoka Investment Club. I talked about Charlie Munger's mental models and how they provide an edge in various phases, impact of macro-economic factors in investing, and focusing on circle of competence in investing. Enjoy! www.youtube.com/watch?v=YBinkgDRPHo Here is the link to the podcast: If you prefer reading over listening, here is the transcript. 
6 Comments
5/24/2025 11:51:58 am
Thank you for sharing your insights with the Ashoka Investment Club—your breakdown of Munger’s mental models and macro factors was both thoughtful and enriching. It’s great to see practical wisdom shared with future investors. Quick question: Which mental model do you think young investors often overlook but could benefit from mastering early on? 5/28/2025 07:53:27 am
Really appreciate you sharing insights from your session with the Ashoka Investment Club—your breakdown of Munger’s mental models and the importance of staying within one’s circle of competence was especially valuable. Curious—how do you personally apply these models when evaluating opportunities in uncertain macro environments? 6/4/2025 09:53:02 am
Your post is quite helpful, and I appreciate you providing it. It was very educational. Thanks for sharing these kind of post. 11/17/2025 10:46:44 pm
I have really enjoyed browsing your blog posts. 12/28/2025 09:20:03 pm
Impressive web site, Distinguished feedback that I can tackle. I am moving forward and may apply to my current job as a pet sitter, which is very enjoyable, but I need to additional expand. Regards 1/6/2026 08:56:59 am
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December 2025
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