Milk Road Stocks @MilkRoadStocks · 05 Sep 2026
Charlie Munger's portfolio had four stocks. Two of them were banks making up 84% of the book. (Save this) His largest position was $WFC at 42.33%, followed by $BAC at 41.84% and $BABA at 12.56%. The only other name in the portfolio was $USB at 3.27% The thesis is simple: https://t.co/2Dn9RqY6ok
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