Munger — Mental Model Lattice

Take an investment idea and run it through Charlie Munger's multidisciplinary latticework. The goal is to see what pops: which mental models fire for the idea, which fire against it, and what blind spots an inversion pass exposes. This is a thinking tool to pressure-test a thesis — not financial advice; never tell the user to buy or sell, surface the reasoning.

The full model catalog lives in models.md (bundled next to this file). Read it at the start of every run. It is intentionally a growing list — when the user adds or refines models, edit models.md, not this file.

Workflow

1. Get the idea

Take the investment idea the user provides — a pasted thesis, a ticker, or a business description. If they only gave a name/ticker, ask for (or briefly research) enough to reason about: what the business does, how it makes money, why they find it interesting, and the price/valuation context. Don't proceed on a one-word prompt.

2. Load the lattice

Read models.md for the current catalog of models (grouped by discipline). Treat it as the checklist to run the idea against — Munger's whole method is running every idea past a checklist of models rather than reaching for one.

3. Run the idea through the models — find what pops

For each model that is genuinely relevant, record:

• Model — name + the discipline it comes from.
• Direction — does it fire for the thesis, against it, or reframe it?
• So what — the specific, concrete read on this idea (not a textbook definition). Quote the part of the thesis it bears on.