MI358: The Essays of Warren Buffett w/ Shawn O'Malley
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 592 Ratings
🗓️ 1 July 2024
⏱️ 50 minutes
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| 0:00.0 | You're listening to TIP. |
| 0:02.2 | And so Buffett remains bullish on American dynamism and not wanting to bet against where that innovation can take us. |
| 0:09.0 | And I just wish more people could appreciate how fortunate we are. |
| 0:12.4 | It's a lot easier to look at your neighbor's house and be jealous of it than it is to think about the incredible advantages afforded to us by living at this point in history, |
| 0:21.6 | especially in the United States. |
| 0:25.7 | Hey guys, in this week's episode, I had the pleasure of sitting down and talking with my |
| 0:30.0 | friend and colleague, Sean O'Malley, chief editor of her newsletter, We Study Markets, |
| 0:34.3 | to discuss what his main takeaways were from doing a deep dive into the |
| 0:38.0 | essays of Warren Buffett by Lawrence Cunningham. In this episode, you're going to learn how |
| 0:42.3 | Charlie Munger fits into the story of Berkshire, what allowed for Berkshire's incredible success, |
| 0:47.5 | how to properly value a company, how Buffett views gold and index funds, the most important |
| 0:52.7 | aspect of Buffett's character |
| 0:54.3 | that stood out to Sean, plus a whole lot more. The essays of Warren Buffett, Lessons for Corporate |
| 0:59.5 | America, is Cunningham's seminal work. He was a professor of corporate governance for 15 years |
| 1:04.9 | at George Washington University, and he serves on the board of directors for several public |
| 1:09.5 | businesses, such as Constellation |
| 1:11.3 | Software and Markell Group. Buffett has been sharing his thoughts on business and investing |
| 1:15.9 | to Berkshire Hathaway investors for years, and Cunningham has done a masterful job in distilling |
| 1:21.2 | these ideas into a book that is comprehensive, non-repetitive, and easily digestible. |
| 1:26.3 | This is the book that Buffett most frequently recommends |
| 1:28.8 | to aspiring investors that want to learn how the sage of Omaha sees the world of investing. Without |
| 1:34.8 | further delay, let's dive into today's episode with Sean O'Malley to learn about the essays of |
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