A Three-Stock Charlie Munger Portfolio – Shaurya Gupta

Shaurya Gupta started his investment firm, Gupta Partnership, at 21. Eight years later, he says the biggest lesson is to expect far more volatility than you think. Then he presents three companies that Charlie Munger studied and admired but, as far as we know, did not own directly.

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In this talk from the first Good Investing Night in Munich, Shaurya explains his view on TSMC and why old chip fabs keep printing money, why he sees Amazon as Costco’s digital heir, and why he calls Alphabet the company Munger regretted missing. He ends with Munger’s story of a woman who bet on the coming things, and an audience question on TSMC’s country risk.

We have discussed the following:
00:00 Preview
00:12 Starting an investment firm at 21
01:31 A three-stock Charlie Munger portfolio
04:08 TSMC: what Munger missed
07:23 Amazon: Costco’s digital heir
10:27 Alphabet, the company Munger regretted missing
11:11 Munger’s “coming things” story
12:36 Q&A: TSMC and country risk

📄 Read the full transcript: Shaurya Gupta: A three-stock Charlie Munger portfolio
▶️ Watch on YouTube: https://www.youtube.com/watch?v=relwZwtGXcA

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Good Investing Talks is a video & audio production of Good Investing, a brand of Good Investing UG. The editorial responsibility of these broadcasts lies solely with Good Investing UG. Shaurya speaks about companies his firm owns. This is his view, not a recommendation. Good Investing is educational and informational. Nothing here is investment advice.
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