Street Capitalist: Event Driven Value Investments

Wisdom on such diverse topics as: spin-offs, merger arbitrage, post-bankruptcy equities, global macro commentary and short ideas.


Street Capitalist: Event Driven Value Investments

Bloomberg and CNBC with Charlie Munger

It looks like the people at Bloomberg intend on splitting the interview into snippets and spreading them across the afternoon broadcast. I’ll update this post as I see more from it. But I just caught this:

Bloomberg: What do you think about the recent AAA ratings change by Fitch and Moody’s?
Charlie Munger: We would naturally prefer the rating that we formerly had. Berkshire is of marvelous credit. If you asked my if I agreed with the ratings change I would say.

Bloomberg: What kind of reform for CDS market?
Charlie Munger: I’ll give you an answer that will surprise you. If I were the governor of the world I would eliminate it entirely. 100%. That’s the best solution. It isn’t as though the economic world didn’t function quite well without it. And it isn’t as though what has happened has been so wonderfully desirable that we should logically want more of it.

You’ve got to love the fact that Munger doesn’t mince any words. Also, be sure to check out Scott Patterson of the WSJ’s article which many of you have probably already read.

CNBC also did an interview with Munger:


Category: Charlie Munger, Warren Buffett

About Me

My name is Tariq Ali, I run Street Capitalist. I recently graduated from the University of Texas at Austin. There, I stumbled onto value investing via the school library. I read everything I could and now I'm here, writing out my thoughts and investment ideas.


I have a lot of heroes when it comes to investing, it seems like every investor has some kind of niche. Some, whose books and writings have had the biggest impact on me are: Warren Buffett, Benjamin Graham, Joel Greenblatt, Seth Klarman, and George Soros.


Have any questions? Want to stay in touch?
Feel free to e-mail me at TariqTX@gmail.com


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