Following Buffett, Bull vs. Bear: Etsy

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 22 December 2022

⏱️ 20 minutes

🔗️ Recording | iTunes | RSS

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Summary

What's the downside to using public filings to mirror Berkshire-Hathaway's investments? (0:21) Jim Gillies discusses: - The strength of Berkshire-Hathaway's underlying businesses - Warren Buffett's less-than-perfect investing track record - How investors cannot get the exact same price as the Berkshire-Hathaway investment managers (10:20) Dylan Lewis and Ricky Mulvey engage in a bull vs. bear debate over e-commerce platform Etsy. Stocks mentioned: BRK.A, BRK.B, ETSY, EBAY Holiday Music: Merry, Merry Christmas by Keb’ Mo’ Host: Chris Hill Guests: Jim Gillies, Dylan Lewis Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Just in time for you last minute shoppers, we've got a bull versus bear debate over Etsy,
0:10.2	and this one gets a little heated.
0:12.0	Motley Fool Money starts now.
0:14.1	I'm Chris Hale, joining me is Motley Fool's Senior and List Jim Gilles.
0:21.5	Good to see you, thanks for being here.
0:23.5	Thanks for inviting me, Chris.
0:25.7	Our email address is podcastedfool.com.
0:31.0	I'm new to investing outside of my 401k, and I'm planning on keeping my investments
0:36.8	long-term.
0:38.6	What is the downside to following Berkshire Hathaway's 13F filings, investing in similar
0:44.9	percentages, and rebalancing the investments once Berkshire Hathaway's quarterly reports
0:50.7	are released.
1:02.8	I know there is one, otherwise everyone would do this, right?
1:15.6	What am I missing?
1:17.2	Thanks.
1:18.2	First of all, Jim, shout out to Donna because I love the way Donna is thinking and I love
1:25.8	the way Donna is investing.
1:28.5	She's got the 401k, love that, starting to invest outside that.
1:32.8	That's great, very much focused on the long-term.
1:36.4	Love it.
1:37.4	However, there is an easier way, I think we're going to.
1:42.3	Well, I mean, one of my thoughts was, God, this sounds tiring.
	...

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