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Tenneco Automotive: Charlie Munger’s $80 Million Bargain, Part 1
The Owner's Memo #7; In 2001, Charlie Munger read one article and made an $80 million decision in ninety minutes.
May 26
•
Tim Isgro
6
1
I Don't Know
The Owner's Memo #6
May 19
•
Tim Isgro
24
1
4
Li Lu’s 7x Return on Timberland: The Breakdown (Part 3)
The Owner's Memo #5
May 12
•
Tim Isgro
8
2
Li Lu’s 7x Return on Timberland, Part 2
The Owner's Memo #4
May 7
•
Tim Isgro
6
2
Li Lu’s 7x Return on Timberland, Part 1
The Owner's Memo #3
May 6
•
Tim Isgro
10
2
Just Say No
The Owner's Memo #2
May 5
•
Tim Isgro
16
1
April 2026
Becoming A Better Investor
Memo #1
Apr 15
•
Tim Isgro
23
3
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