If you spent your Tuesdays at the Los Angeles Country Club, there's a chance you overheard Charlie Munger dismantling a business model over scrambled eggs.

Before his death in late 2023, the Berkshire Hathaway vice chair was still delivering one-liners that doubled as investment case studies—especially at his weekly breakfast roundtable. That detail comes from The Wall Street Journal's recent report on Munger's final years, which offered rare glimpses into the quiet routine of a man who spent decades thinking in billion-dollar increments.

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The breakfast group—made up of investors like John Hawkins, John Conlin, Uber Chair Ron Sugar, and former Activision CEO Bobby Kotick—met every Tuesday morning at 7:30 a.m. According to the Journal, "they discussed investments, traded barbs and shared jokes." If you were lucky—or unlucky—you got a direct dose of Munger's famously blunt wisdom.

That's exactly what happened when a senior Ford executive joined the table. Munger, then 99, calmly recited Ford's profitability by product line over the previous 25 years, entirely from memory. 

"I don't know why you guys bother making cars," he quipped. 

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It landed like a punchline, but it was classic Munger—backed by decades of data.

Ford's F-Series trucks have been America's best-selling vehicle for over 40 years. In 2019 alone, they hauled in more than $42 billion in revenue and at peak points accounted for up to 90% of Ford's global profits. Passenger cars, by contrast, had been financial dead weight. By 2020, Ford had fully phased out most sedans in the U.S.

And the truck-powered earnings didn't slow down. In Q2 2025, Ford Pro—the company's commercial truck and van division—generated $2.3 billion in earnings before interest and taxes on $18.8 billion in revenue, with a margin of 12.3%. The segment continues to dominate, while Ford's electric vehicle unit, Model e, remained a money-loser through the same period. As Munger saw it, the math had been telling the same story for decades. He just said it out loud.

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The Journal reported that these breakfasts weren't just social calls. They stretched for hours, with Munger anchoring the table and tossing out financial philosophy between bites. He may have mellowed in tone—telling the group, "At my age, you make new friends or you don't have any friends"—but the clarity never wavered. Especially when it came to numbers.

The Ford episode wasn't a performance. It was just Tuesday. And it was also a reminder that at 99 years old, Munger still had perfect recall, sharp instincts, and zero interest in pretending cars were the profit center when trucks were footing the bill.

Even at breakfast, he was still Charlie Munger—data first, feelings later.

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