There's a particular pleasure in watching great investors work. Not the breathless excitement of hot tips, but the quieter satisfaction of seeing disciplined minds navigate complexity.

This week, I've been studying two questions that sit at opposite ends of the investment spectrum: What are the world's shrewdest investors buying right now? And what can Charlie Munger teach us about avoiding disaster?

Both offer uncommon wisdom for anyone seeking to build lasting wealth.

The latest 13F filings reveal where super investors deployed capital in Q3, and here's what makes this moment fascinating: many of their top purchases have declined since.

I walk through the ten most-bought stocks by legendary investors like Warren Buffett, Seth Klarman, and Bill Ackman, examining which ones now trade at genuine discounts. Companies like Fiserv, Meta, and UnitedHealth Group have stumbled, creating potential opportunities—or traps.

This isn't about blindly copying billionaires; it's about understanding their thinking and using these filings as a starting point for your own research. Sometimes the best ideas emerge when smart money meets temporary pessimism.

Did you know some credit cards can actually help you get out of debt faster? Yes, it sounds crazy. But it’s true.

The secret: Find a card with a “0% intro APR" period for balance transfers or purchases. This could help you fund a large purchase or transfer your debt balance and pay it down as much as possible during the intro period. No interest means you could pay off the debt faster.

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Charlie Munger famously said, "Tell me where I'm going to die, so I'll never go there." This video inverts the conventional wisdom literature by exploring not what leads to success, but what guarantees failure.

By systematically avoiding envy, resentment, self-pity, and other toxic patterns Munger identified, we can dramatically improve our odds without needing to be brilliant. It's a characteristically elegant approach: sometimes the path to exceptional results lies not in doing extraordinary things, but in consistently avoiding ordinary mistakes.

This mental model applies far beyond investing—though it certainly applies there too.

If you're ready to go deeper, I've built tools and courses for serious students: my Analysis Library, Intrinsic Value Calculators, and the Stock Investing Academy. These aren't get-rich-quick shortcuts—they're the infrastructure for patient, intelligent investing.

These are the tools I actually use in my own research and investing. Each link includes a special discount for readers.

For more stock breakdowns, portfolio reviews, and investing strategies:

Until next week,

Bald Investor