Charlie Munger's bet on enterprise software for court systems has been overshadowed by Daily Journal's investment portfolio. The software business deserves more attention.
Thank you for a very useful analysis of the vertical software. As both a user of vertical software and as a shareholder for several years of Consolidated Software I learned a great deal. Thanks!
Thank you for the great analysis of the vertical software and Journal Technologies.
With regards to the investment portfolio, in some of there is mentioned that there was an undisclosed international position. I saw recently that position likely is Tencent. https://www.reddit.com/r/brkb/comments/zo9ktn/charlie_munger_has_invested_in_tencent_at_the/
Thank you for a very useful analysis of the vertical software. As both a user of vertical software and as a shareholder for several years of Consolidated Software I learned a great deal. Thanks!