Charlie Munger Warns About the Stock Market. This is His Portfolio Now

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Charlie Munger's comments in a recent interview in Australia talked about how the current stock market in certain areas is in a bubble worse than even the infamous Dot Com bubble. This raises an important question: how is Charlie Munger positioning the portfolio he manages on behalf of the Daily Journal? As always, Munger's investment strategy focuses on buying businesses he understand, with a competitive advantage, run by able and honest management, and that are selling for less than their intrinsic value.

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Link to Investor Center Patreon where I post all the tools and resources I personally used to grow my portfolio to $300,000 at 24 years old:
https://www.patreon.com/user?u=38414104

Charlie Munger's 4 Step Investing Checklist:
https://www.youtube.com/watch?v=e5OAxlI4J14
This Advice from Charlie Munger helped me save $300,000: https://www.youtube.com/watch?v=KG5VLzyj2qM&t=490s
Revealing my $300,000 investment portfolio at 24 years old:
https://www.youtube.com/watch?v=X1I0DL4Hr6U