A gold mine, a treasure trove, the holy bible for investment professionals - Warren Buffett’s letters to his shareholders are rich with lessons for business, investments, and life in general. They are a reader’s delight. But if you prefer to watch instead of read, you can watch us discuss Buffett’s letters five at a time.
This episode, covering Buffett’s letters from 1977 to 1981, is the first in a series of episodes where we discuss his stocks, acquisitions, and investment principles. Find out the sectors and asset classes Buffett was initially invested in and the rationale behind those. Tune in to also know his sharp views on economics, accounting, and management.
00:00 Introduction
02:04 Buffett’s early life
04:41 How did Buffett and Munger meet?
07:12 The economic scene in the US of 1977-1981
08:57 Why Buffett preferred equity despite high interest rates?
10:04 How Buffett explained purchasing power?
11:05 Where was Buffett invested?
13:37 Problems with Buffett’s investments
14:07 Buffett had acquired Berkshire Hathaway, not founded
15:56 Problems with insurance business
17:35 See’s Candies - understanding retail
19:15 Four investing filters
20:02 Ben Graham’s Mr. Market
21:00 Understanding earnings prospects
24:12 Transparency through shareholder letters
25:34 Summary and key takeaways
Ep - 2 Merger & Acquisition | Warren Buffett's Letters (1982 - 1986):
• Ep. 2 | How Warren and...
Link to Buffett’s letters to Berkshire Hathaway shareholders:
www.berkshirehathaway.com/let...
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26 июн 2024
