RWH037: Celebrating Charlie Munger w/ Mohnish Pabrai, Tom Gayner, Joel Greenblatt, & Chris Davis
“he looks at Sears Holdings, if it was in my portfolio and he just shakes his head like that, quite extreme disapproval”
10 mentions across the corpus · positive 0 · negative 9 · neutral 0 · historical 1
RWH037: Celebrating Charlie Munger w/ Mohnish Pabrai, Tom Gayner, Joel Greenblatt, & Chris Davis
“he looks at Sears Holdings, if it was in my portfolio and he just shakes his head like that, quite extreme disapproval”
RWH037: Celebrating Charlie Munger w/ Mohnish Pabrai, Tom Gayner, Joel Greenblatt, & Chris Davis
“Munger looking at Mohnish's portfolio, I think in guru focus, and immediately disapproving of his investment in Sears, which Mohnish then very characteristically sold”
RWH037: Celebrating Charlie Munger w/ Mohnish Pabrai, Tom Gayner, Joel Greenblatt, & Chris Davis
“he looks at Sears Holdings, if it was in my portfolio and he just shakes his head like that, quite extreme disapproval”
RWH037: Celebrating Charlie Munger w/ Mohnish Pabrai, Tom Gayner, Joel Greenblatt, & Chris Davis
“disapproving of his investment in Sears, which Mohnish then very characteristically sold without any emotion, just totally dispassionately sold the next day.”
RWH037: Celebrating Charlie Munger w/ Mohnish Pabrai, Tom Gayner, Joel Greenblatt, & Chris Davis
“he looks at Sears Holdings, if it was in my portfolio and he just shakes his head like that, quite extreme disapproval”
RWH037: Celebrating Charlie Munger w/ Mohnish Pabrai, Tom Gayner, Joel Greenblatt, & Chris Davis
“Munger looking at Mohnish's portfolio, I think in guru focus, and immediately disapproving of his investment in Sears, which Mohnish then very characteristically sold”
Buffett: "I was wrong" on Kraft Heinz | February 25, 2019
“you have a Sears and the pension benefit guarantee corp gets involved”
Daily Journal Annual Meeting 2019 — Munger Q&A
“Was Eddie Lambert smart to buy back so much Sears Roebuck? No. And there's a lot of that kind of mistake”
2014 Berkshire Hathaway Shareholder Letter
“In their glory days, General Motors, IBM, Sears Roebuck and U.S. Steel sat atop huge industries.”
USC Lecture: A Lesson on Elementary, Worldly Wisdom (1994)
“Sears was a classic case study in diseconomics... how with all its great advantages, the disadvantages of bureaucracy did such terrible damage to Sears, Roebuck.”