MI Rewind: Warren Buffett, Charlie Munger, and Berkshire Hathaway w/ Adam Mead
发布时间 2023-11-24 10:00:00 来源
摘要
Robert Leonard chats with Adam Mead about his book, “The Complete Financial History of Berkshire Hathaway: A Chronological Analysis of Warren Buffett and Charlie Munger's Conglomerate Masterpiece.”
Aside from being a Buffett enthusiast and lifelong learner of business, Adam is the CEO and Chief Investment Officer of Mead Capital Management, LLC.
IN THIS EPISODE, YOU’LL LEARN:
• 00:00 - Intro
• 02:54 - Who is Warren Buffett and Charlie Munger?
• 02:54 - How did they influence each other’s investing approach?
• 06:36 - Who is Benjamin Graham and what was his impact on Buffett?
• 08:46 - What is value investing and why is it relevant in today’s market?
• 25:12 - The evolution of Berkshire Hathaway (BRK) and common misconceptions about it.
• 37:20 - Why Buffett hasn’t deployed BRK’s large cash pile amid the COVID crisis?
• 43:51 - Why investors shouldn’t just copy Buffett’s stock picks.
• 45:20 - What has been the leading cause for Buffett’s underperformance over the last decade?
• 52:42 - The timeless principles of the Oracle of Omaha that have led to his success and are worth following.
• 57:08 - The future of BRK and if it will survive without Buffett and/or Munger.
And much, much more!
BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Adam Mead’s book The Complete Financial History of Berkshire Hathaway.
Mead Capital Management website.
The Oracle’s Classroom YouTube channel.
Stig Brodersen and Preston Pysh’s book Warren Buffett Accounting Book.
Peter Kaufman’s book Poor Charlie’s Almanack.
Benjamin Graham’s book The Intelligent Investor.
All of Robert’s favorite books.
NEW TO THE SHOW?
Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
Toyota
Range Rover
Airbnb
Monarch Money
Yahoo! Finance
Meyka
Public
Fundrise
NetSuite
Connect with Adam Mead: Website | Twitter | LinkedIn | Facebook
Connect with Robert: Website
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
GPT-4正在为你翻译摘要中......
