460- Heliski, Brands, and Buffett

InvestED: The Rule #1 Investing Podcast

Phil Town & Danielle Town

Business, Investing

4.6 • 1.6K Ratings

🗓️ 22 March 2024

⏱️ 35 minutes

🔗️ Recording | iTunes | RSS

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Summary

“Character reveals itself in adversity” is a saying that can not only apply to the human race and how our true nature shines through when faced with a challenge, but also one that can apply in the business world. Although brand loyalty can be a common trope in 21st century consumer culture, how does that sentiment hold up when the rubber meets the road? In these times of inflation, shrinkflation, and other types of -ations that we’ve yet to ascribe catchy names to, some brands are seeing once-loyal customers jump ship and look for better value as prices rise. While some brand relationships can’t stand the test of time, perhaps we can look to the long-lasting friendship and business partnership of Warren Buffett and Charlie Munger for inspiration. In this week’s episode, Phil and Danielle are back to talking from different continents (and dealing with the inherent technological mishaps of that setupt) as they discuss what constitutes a brand moat, and how strong that supposed moat can be in moments of economic instability. Think you know Warren Buffett as well as the people who’ve spent decades building Berkshire Hathaway with him? Take our Buffett quiz and find out for yourself: https://bit.ly/43qtOLz Topics Discussed: Jackson Hole, WY Heliskiing/snowboarding Unilever dumps Ben & Jerry’s Brand moats Buffett and Munger’s friendship Resources Discussed: Cambridge Long COVID study Berkshire Hathaway shareholder letter Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	So it's David's first week. Welcome David. Actually to kick things off David, maybe you can let us know your thoughts on the productivity portfolio flips around the spending dilip.
0:10.0	Okay, sorry? Give us your initial POV on the productivity portfolio Moomu make much more with a feather this morning?
0:17.5	Oh, that, yeah, the uh...
0:20.5	Does industry talk make zero sense to you?
0:22.8	Find collaborative articles with tips from the LinkedIn community to help you navigate those awkward moments.
0:27.8	Making work makes sense, LinkedIn knows how. And this is Phil Town. is is Danielle Town and this is the invested
0:45.0	podcast being brought to you from Zurich Switzerland and Jackson Hole
0:50.0	Wyoming today we've been all over the place dad and we've been putting up some
0:57.0	vault episodes and I think hopefully we're going to get some chats here now that I'm back in Zurich because I've been visiting
1:09.0	you which has been amazing and visiting our other family in the US and then I just got back home a little bit ago and adjusting.
1:21.0	It's just been a whirlwind and wonderful and the best hugs and medicine I could ever have.
1:29.0	It was really great.
1:30.0	Having you out at the farm, it was just and now strangely I'm back home you are that's true by the way the birthplace of the invested podcast too
1:42.1	exactly Jackson Hole, Wyoming lived here for a long long time. This is where
1:47.2	Danielle graduated from high school and I didn't graduate from high school there but we lived there when I graduated from high school.
1:55.0	You sort of went to high school here but you chose to go to a different high school, right?
2:00.0	Yes. That's right, I forgot.
2:02.0	You know, keeping up, I'm getting old.
2:05.0	It all is a blur.
2:07.0	What's not a blur is the moment I landed here in Jackson Hole,
2:12.0	I could feel that same energy
2:15.2	that I felt the first time I came here.
	...

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