Evaluation Date: 2025-12-29 | <- Back to All Stock Evaluations
Costco Wholesale Corporation exemplifies Charlie Munger’s investment philosophy better than almost any other company. With a 92% membership renewal rate, the Kirkland Signature private label generating $30+ billion annually, and a culture of promoting from within, Costco scores an exceptional 86% on the Munger Quality Rubric. This evaluation examines why Munger himself served on Costco’s board and held its stock until his passing.
Evaluation Date: 2025-12-30 | ← Back to All Stock Evaluations
Amazon is the world’s largest e-commerce and cloud computing company with a $2.4 trillion market cap and multiple moat sources including logistics scale, AWS switching costs, and Prime ecosystem lock-in. This Munger-style evaluation analyzes Amazon across leadership, governance, business quality, and valuation to determine if it meets quality investment criteria.
Evaluation Date: 2025-12-29 | ← Back to All Stock Evaluations
Apple Inc. is the world’s most valuable company with a $3.8 trillion market cap, exceptional ecosystem moat (92% customer retention), and disciplined capital allocation ($700B+ in buybacks). This Munger-style evaluation analyzes Apple across leadership, governance, business quality, and geopolitical risk.
Evaluation Date: 2026-01-03 | ← Back to All Stock Evaluations
Rocket Lab is a vertically integrated space company that generates revenue through two main segments: Launch Services (~32% of revenue) providing dedicated small satellite launches via its Electron rocket, and Space Systems (~68% of revenue) manufacturing spacecraft, satellite components, and offering spacecraft design/management services. The company builds approximately 90% of its rocket components in-house and recently won major government contracts including an $816 million U.S. Space Development Agency satellite constellation contract.
This page provides a summary of all stocks analyzed using the Munger Quality Rubric – a comprehensive evaluation framework inspired by Charlie Munger’s investment principles. Each stock is scored across multiple categories including leadership quality, competitive moat, financial strength, and valuation.
Score Interpretation: