12 Feb 2014 Welcoming Charlie Munger as a new SuperInvestor! ( Portfolio )
The great Charlie Munger serves as chairman of the board of Daily Journal Corp., a small newspaper and website publishing company covering California and Arizona.
Munger, who manages the investment portfolio of Daily Journal, is reported to have used the market crash of 08/09 to invest the then cash holdings of the firm in several equities very likely at fire-sale prices. Until recently, the details of the holdings were not disclosed. However, the very first 13F filing was made for the 4th quarter of 2013 on February 10th.
So we will now be tracking this portfolio even though we wouldn't expect it to change materially from quarter to quarter, or even from year to year.
The recommendation to track this portfolio is credited toThe Rational Walk
and the excellent article: "Daily Journalís Portfolio Holdings Revealed"