What Investors Should Read To Get Stock Ideas - Charlie Munger

Build better stock ideas the hard—but reliable—way: read broadly, read deeply, and connect every business case to durable principles. This video lays out a lifelong reading system using business publications, decade-long company histories, annual reports, psychology, and multidisciplinary mental models. You’ll learn what to focus on, what to ignore, and how judgment compounds through active reading.
⏳ Timestamps:
00:00 — No shortcuts: read widely, build mental models, and think in principles

01:02 — Business publications: real-time case studies and pattern recognition

02:19 — Value Line deep work: decades of fundamentals and the “ask why” habit

03:45 — Core investing books: margin of safety, temperament, and long-term ownership

06:26 — Psychology edge: persuasion, bubbles, and resisting your own biases

10:08 — Annual reports + “scuttlebutt”: compare competitors, fill gaps, get ground truth

38:11 — How to read reports properly: letters, statements, footnotes, capital allocation—then commit for decades (to 01:13:00)
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Disclaimer:
This is an educational fan production inspired by Charlie Munger’s public ideas on rationality and behavior. The narration is a digitally produced voice for storytelling and should not be mistaken for Munger’s