Screening for Stocks Like Buffett/Munger
This Four Filters Formula first appeared in the 1977 Letter to Shareholders. We can use these filters to find investments in the Buffett/Munger style.


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Christian's avatar
1 and 2 is the most important things ever. Great post!
Conor's avatar
Investing is very simple and boring if you follow the correct approaches. I couldn't agree more, but I bet most people will try and make it more complicated than this.
Dave Ahern's avatar
@conorvalue I agree, they always do. They want exciting and “in the know” stocks, not the boring stuff that makes money 🤷🤷
Joshua Simka's avatar
@ifb_podcast The marketing department at any stock-picking newsletter/service out there understands this thoroughly.
Benjamin Tan's avatar
Wonder if they will reenter $DIS - Buffett was invested many decades ago
Christian's avatar
@consumeowntech that would help me better get through this period of uncertainty that’s for sure because I still don’t know how I feel about all that’s happened
Benjamin Tan's avatar
@christian7621 no one does but I believe current price has a large margin of safety built in. I will be writing about $DIS sum of the parts analysis on my blog soon
StockOpine's avatar
Simple yet relevant.
Rihard Jarc's avatar
The real catch is how would you define "attractive price" in todays market.
StockOpine's avatar
@rihardjarc one that is materially lower than your estimated intrinsic value. It doesn’t mean it can’t go lower but what matters is the long term performance.
Rihard Jarc's avatar
@stockopine For sure, a long-term view approach, because the market in the short term is very unpredictable.
StockOpine's avatar
@rihardjarc indeed. Effectively, ‘attractive price’ could change to a ‘significant margin of safety’.

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