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Trying to Solve the Investment Puzzle | Chuck Akre | Talks at Google 

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Chuck discusses the following in his talk:
1. I started with zero knowledge
2. I needed to figure out what made a good investor
3. What made a good investment?
4. How do you measure the success of a private business, with no share price discovery?
5. What are real returns over time?
6. Why is this the case?
7. There a lots of way to get to heaven (Nirvana)
8. The magic of compounding
9. There is no correct answer!
Chuck established Akre Capital Management in 1989 and, for a time, operated it as part of Friedman, Billings, Ramsey & Co. In 2000, Akre Capital Management again became independent and established its current location in Middleburg, VA in 2002. Chuck holds a B.A. in English Literature from American University.
Moderated by Saurabh Madaan.

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4 окт 2024

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Комментарии : 45   
@BradKaellner
@BradKaellner 2 года назад
This guy's portfolio is a museum of compounders! The ultimate retirement asset
@sorenpeterson1856
@sorenpeterson1856 2 года назад
Are you also here after listening to today’s Mohnish Pabrai lecture?
@BradKaellner
@BradKaellner 2 года назад
@@sorenpeterson1856 absolutely 🎯
@cv0669
@cv0669 2 года назад
lol there's probably dozens of us DOZENS
@lordraja297
@lordraja297 2 года назад
@@cv0669 haha YUP, over 24 or even 36
@darshanjain8458
@darshanjain8458 2 года назад
me too
@octhx
@octhx Год назад
07:09 Rate of return 11:11 Fish in the pond of high return businesses 14:12 The three legged stool 21:11 Reducing risk 24:05 Akre Funds 25:49 Examples 43:20 Q&A 52:05 When to sell
@raghvinderjoshi4667
@raghvinderjoshi4667 11 месяцев назад
Simple and brilliant. If compounding is considered the Eighth Wonder, simplicity should be treated at par.
@KubazTKDLBL
@KubazTKDLBL 3 года назад
When legend speaks I listen.
@ConvergenceTrader
@ConvergenceTrader 2 года назад
Love from Bihar, India ❤
@100foldreturn1
@100foldreturn1 3 года назад
Very good presentation. Thanks for sharing.
@Vi3ioN_BTC
@Vi3ioN_BTC 7 лет назад
Very insightful!
@mrgyani
@mrgyani 2 года назад
He doesn't have 2 hundred baggers, one of them is a 2500 bagger, he got 2500x return on berkshire hathaway..
@jimjackson4256
@jimjackson4256 Год назад
Yea what would his return have been i’d he never bought berkshire?Im going with the averages or maybe just a little higher.I doubt if he gives out that info though.
@manunes4598
@manunes4598 11 месяцев назад
@@jimjackson4256 see his returns von American tower .. see his returns the last 10 years , Berkshire was the smallest part of that
@motleyd
@motleyd 2 года назад
I fully understand his logic but why do i always feel that it is hard to follow? i have ended up buying cigar butts or indexes.
@RoyalAce2
@RoyalAce2 5 лет назад
An investor's investor who's done very well for this one.
@prathameshgaikwad9536
@prathameshgaikwad9536 2 года назад
Felt like listening surabh mukrehja Both have almost same strategies
@ravindertalwar553
@ravindertalwar553 Год назад
CONGRATULATIONS 👏👏
@AlessandroOrlandi83
@AlessandroOrlandi83 5 лет назад
Very good video!
@SebastianRodriguez-ep9cm
@SebastianRodriguez-ep9cm 2 года назад
excelente , gracias!!!
@pabloespinosa8691
@pabloespinosa8691 2 года назад
Hi! Does anybody understand why if Chuck has invested in multiple 100x baggers why in the last 7 year he has only outperform the S&P by 3%. I understand that 3% compounded is a lot but mathematically considering a 100 bager in your portfolio the return should be much higher.
@beefquiche
@beefquiche Год назад
Position size. Unfortunately those higher beta positions have a much smaller size in his portfolio. "Risk adjusted".
@arminsebastia
@arminsebastia Год назад
His position sizes seems to put him in mungers closet-indexer category. I wonder why would he like to do that instead of the low-risk max-concentration mungerian/himalayan approach.
@moneycreator007
@moneycreator007 Год назад
Love from soic
@vroomkeys
@vroomkeys 5 лет назад
Legend
@DKForensic
@DKForensic 2 года назад
Nice lecture.
@varunjain7895
@varunjain7895 3 года назад
Extremely good..
@elanjelian
@elanjelian 3 месяца назад
“We try … to be Investors in the value of businesses, instead of speculators of the price of shares”. “Compound capital at above average rate while incurring below average level of risk”. Typical characteristics of businesses owned: 1) more growth; 2) higher ROC; 3) stronger balance sheets; and frequently 4) lower valuations than the market.
@Lsr000
@Lsr000 4 месяца назад
What book he's talking about? Somehow I can't find it, maybe I don't hear it right
@711-v3k
@711-v3k Месяц назад
Do you mean when he says price to book?, if so its a ratio,
@IMSRGURJAR
@IMSRGURJAR 2 года назад
Love you ❤️
@guharup
@guharup 2 года назад
I have a question: How much wood could a woodchuck chuck if a woodchuck could chuck wood?
@Lifeissorich.
@Lifeissorich. 6 лет назад
24:30
@juanmanuel-io6cc
@juanmanuel-io6cc 2 года назад
Alguien lo tendrá subtitulado al español ?
@matiassanchez8352
@matiassanchez8352 Год назад
Puedo traducir las partes más importantes
@rajuphiaju4225
@rajuphiaju4225 4 года назад
How roe is 20%
@sharanisrani
@sharanisrani 3 года назад
Earnings(1) divided by book value(5)
@rahulmane1449
@rahulmane1449 Год назад
He's Indian! i guess
@jmnthe3rd
@jmnthe3rd Год назад
Is he supposed to be "teaching" something? It sounds like he's just selling his fund.
@jimjackson4256
@jimjackson4256 Год назад
When you get to the traffic light turn. Which way and from which direction? This guy is full of crap.
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