TIP246: Part 2 - Berkshire Hathaway Shareholders Meeting Q&A - Warren Buffett & Charlie Munger (Business Podcast)
We Study Billionaires - The Investor’s Podcast Network
Stig Brodersen
4.6 • 3.6K Ratings
🗓️ 9 June 2019
⏱️ 46 minutes
🧾️ Download transcript
Summary
Once a year Billionaires Warren Buffett and Charlie Munger hold their annual shareholder meeting for Berkshire Hathaway. This episode covers four interesting questions that Buffett and Munger were asked during the meeting.
In this episode, you'll learn:
- If Warren Buffett would invest in an index fund with his excess cash of more than $100B?
- How do I decide where to start when building my circle of competences?
- Why Warren Buffett has a different view on Corporate Governance than Corporate America
- How Warren Buffett thinks about AI and machine learning, and if it will change the landscape of employment
- Ask The Investors: How do I value emerging moats?
BOOKS AND RESOURCES MENTIONED IN THIS EPISODE
- Download your free audio book at Audible.
- Find the best job candidate at Ziprecruiter.
- Grow your wealth without sacrificing your values with Swell.
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Transcript
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| 0:00.0 | You're listening to TI-P. |
| 0:30.0 | You're listening to TI-P. |
| 0:34.0 | Where we study the financial markets and read the books that influence self-made billionaires |
| 0:40.0 | the most. |
| 0:41.0 | We keep you informed and prepared for the unexpected. |
| 0:45.0 | Hey everyone, welcome to the investors podcast. |
| 0:55.0 | I'm your host Preston Pishin. |
| 0:57.0 | My name is Ferotis Cayum and I'm from Mississauga in Canada and now live in New York. |
| 1:09.0 | My question is how to best emulate your success in building your circle of competence. |
| 1:16.0 | Given the environment today and investing is a lot more competitive than when you started out, |
| 1:22.0 | what would you do differently if anything at all when building your circle? |
| 1:26.0 | Would you still build a very broad, generalist framework? |
| 1:29.0 | Or would you build a much deeper but narrower focus on industries, markets or even a country? |
| 1:35.0 | And if so, which ones would interest you? |
| 1:37.0 | Thank you. |
| 1:38.0 | Yeah, we're writers. |
| 1:40.0 | It's much more competitive now. |
| 1:42.0 | When I started, I literally could take the Moody's Industrial Manual and I could go through a page by page. |
| 1:48.0 | I'd at least run my eyes over every company and think about which ones I might think more about. |
| 1:54.0 | I would just do a whole lot of reading, I'd try to learn as much as I could about as many businesses. |
| 1:59.0 | And I would try to figure out which ones I really had, some important knowledge and understanding |
| 2:06.0 | that was overwhelmingly most of my competitors. |
... |
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