Clayton Christensen's book, theory, and examples.... Message Board

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Strategies & Market Trends : Clayton Christensen's book, theory, and examples....

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To: LKO who wrote (10)	5/28/1999 5:18:00 PM
From: moat	of 11

Charlie Munger is Berkshire Hathaway's vice chairman (Buffett's right hand man for the past 30 years). You will find reprints of his speeches at oid.com (it's not free though, but highly recommended). Write to oid, they give out sample issues -- ask for Munger's "models lecture" a few years back. Here is a sample of Bill Miller's writing: leggmason.com From what I can see, Miller is extending Buffett's methods to high-tech. I don't know enough about Miller to be a fan yet. But his performance #s are very impressive. Sometimes I just don't quite follow his logic -- more education needed on my part probably.

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