461- Buffett's Bertie

InvestED: The Rule #1 Investing Podcast

Phil Town & Danielle Town

Investing, Business

4.6 • 1.6K Ratings

🗓️ 27 March 2024

⏱️ 33 minutes

🔗️ Recording | iTunes | RSS

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Summary

As detailed in the most recent edition of Berkshire Hathaway’s annual shareholder letter, finding success in value investing doesn’t require fancy credentials, obsessive research, or exploitative scheming — it takes common sense and the willingness to keep yourself informed about your investments. In a world full of people rabidly vying for your attention in every imaginable arena, knowing how to focus that attention on what’s important while weeding out the noise of the pundits and snake oil salesmen is what separates successful investors from the rest of the pack. In this week’s show, Phil and Danielle get a bit more granular on the most recent Berkshire Hathaway shareholder letter and discuss what separates Bertie Buffett from her competition. To get the inside scoop on more ways industry leaders mislead investors, click here for your free copy of The 3 Greatest Stock Market Myths Ever Told: https://bit.ly/45NycoE Topics Discussed: Flashy and half-baked or simple and flawless Simplifying the research process Snowboarding lessons for investing Typical CEO letters Punditry vs information Resources Discussed: 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. Hey everybody this is Phil Town and this is Danielle Town
0:43.4	welcome to the invested podcast where we are deep into Warren Buffett style investing
0:49.1	who you kind of investing I've been doing for 40 years the kind of investing Danielle's been doing for, wow, eight years now.
0:55.0	I believe you.
0:57.0	I don't know if I want to claim that because it has not been eight full-time years.
1:02.0	That's true. We don't want to go for eight part. It has not been eight full-time years.
1:02.8	So we don't want to go for eight part-time years?
1:06.0	Yeah, eight part-time years sounds good.
1:10.0	It's like people, every now and then somebody will ask me how long I've lived in Switzerland and I sort of am like
1:17.4	Technically I don't even actually know I should know that like seven years but it feels like three or four because I've spent the last three years
1:29.3	Like being in my house and like in the hospital and in the clinic and just like not experiencing
1:36.3	much of life or doing the language or anything so I'm kind of like I think four years
1:42.2	counts like not seven so that's how I feel about investing
1:46.9	too it's like what's sort of like discount some of those years. But yeah, enough time definitely talking with you about this stuff that I would say those part-time years are quite regular, which is pretty cool.
2:09.1	Like there aren't a lot of things in life that you do every week for
2:15.0	What are we at eight years seven years eight? We started this podcast right before I moved to Zurich so I mean it's 461 weeks.
2:25.0	So that's way into eight years for sure.
	...

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