About

I recently heard this quote from an investor I love listening to (Gavin Baker) on Capital Allocators. Great episode.

[Within the context of getting exposure to a lot of different PMs at Fidelity…] a lot of people come into investing they're steeped in Buffett and they're super convinced that that's the only way to do it. By the way, everything is downstream of Buffett. In the English language, 99% of good quotes are from Shakespeare, 1% are from Winston Churchill, and there's essentially nothing else. Overstatement of investing, Buffett is 95%, and then there's Peter Lynch's 4%. Then a bunch of other people for the 1%.

Gavin's point is that everyone is a “Buffett investor.” It's not contrarian to be a “value investor” if everyone is steeped in Graham and Buffett, and you need to find a philosophy that works specifically for your temperament — a philosophy that allows you to be rational when wrong. While I agree with this sentiment, Gavin's point on Shakespeare sparked in me a tangential thought.

I started thinking about my journey as an investor and how lucky I've been to learn the craft whilst the greatest investor is alive and investing, giving interviews on CNBC, writing, and giving lectures to students. It is kind of like being a writer and living in Stratford-upon-Avon during Shakespeare's most prolific period.

I followed the typical path, doing statistically cheap stocks, reading more about Buffett and Munger, getting into higher-quality stuff, etc. I've probably read, listened to, or watched 95%+ of everything Buffett and Munger have said, to the point that I've actually forgotten a lot of the stuff I read 20+ years ago like some of his early partnership letters.

I am not a coder by background, and not particularly technically oriented. However, as a fun side project, I started to vibe code different things on the evenings and weekends and — given 95% of the investment canon is Buffett — I thought it would be fun to create a searchable database of everything Buffett has said. And hence, BuffettMungerGPT was born. I hope you enjoy it.

I am particularly impressed by some of the charts Claude developed which allow you to visualize buys and sells and put some historical context around the investment decisions being made.

If you think I am missing any important sources, then email me or post it on X. I plan on updating it semi-regularly. It is also somewhat expensive to host all of this stuff, so I'm hoping the ads cover the cost. If there is some ad revenue, I'll try and upgrade the Deep Research model. Otherwise, I may have to shut that feature down.

Should I update this for everything Greg Abel does? For now, yes. We still don't know what Greg Abel's investment chops are and how proactive he will be with public equities. Ted Weschler seems like a very interesting investor to follow, so I'll probably be updating the database with new events as they come up for now.