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Stig Brodersen and The Investor's Podcast Network에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Stig Brodersen and The Investor's Podcast Network 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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MI358: The Essays of Warren Buffett w/ Shawn O'Malley

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Manage episode 426515959 series 2539397
Stig Brodersen and The Investor's Podcast Network에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Stig Brodersen and The Investor's Podcast Network 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

In today’s episode, Patrick Donley (@JPatrickDonley) sits down with Shawn O’Malley, Chief Editor of our newsletter, We Study Markets, to discuss what his main takeaways were from doing a deep dive into The Essays of Warren Buffett by Lawrence Cunningham.

You’ll learn how Charlie Munger fits into the story of Berkshire, what allowed for Berkshire’s incredible success, how to properly value a company, how Buffett views gold and index funds, the most important aspect of Buffett’s character that stood out to Shawn, plus a whole lot more!

The Essays Of Warren Buffett: Lessons for Corporate America is Cunningham’s seminal work. He was a Professor of Corporate Governance for 15 years at George Washington University. He serves on the board of directors for several public businesses such as: Constellation Software, Kelly+Partners Group, and Markel Group.

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

02:26 - Why Buffett recommends The Essays of Warren Buffett as one of his favorites

04:26 - How does Munger fit into the Berkshire Hathaway story and what his role was

05:59 - Why Munger thought buying Berkshire was a dumb decision

11:13 - What was it that allowed for Berkshire’s incredible success

19:44 - How Buffett thinks about risk in investing

25:07 - What Buffett says about index funds

28:13 - How to properly value a company

34:28 - Why Buffett has chosen not to pay a dividend on Berkshire shares

36:49 - How Buffett views gold as an investment

40:28 - What one aspect of Buffett’s character that stood out the most to Shawn

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

NEW TO THE SHOW?

SPONSORS

Support our free podcast by supporting our sponsors:

Connect with Patrick: Twitter | Email

Connect with Shawn: Twitter | LinkedIn | Email

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

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

  continue reading

682 에피소드

Artwork
icon공유
 
Manage episode 426515959 series 2539397
Stig Brodersen and The Investor's Podcast Network에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Stig Brodersen and The Investor's Podcast Network 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

In today’s episode, Patrick Donley (@JPatrickDonley) sits down with Shawn O’Malley, Chief Editor of our newsletter, We Study Markets, to discuss what his main takeaways were from doing a deep dive into The Essays of Warren Buffett by Lawrence Cunningham.

You’ll learn how Charlie Munger fits into the story of Berkshire, what allowed for Berkshire’s incredible success, how to properly value a company, how Buffett views gold and index funds, the most important aspect of Buffett’s character that stood out to Shawn, plus a whole lot more!

The Essays Of Warren Buffett: Lessons for Corporate America is Cunningham’s seminal work. He was a Professor of Corporate Governance for 15 years at George Washington University. He serves on the board of directors for several public businesses such as: Constellation Software, Kelly+Partners Group, and Markel Group.

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

02:26 - Why Buffett recommends The Essays of Warren Buffett as one of his favorites

04:26 - How does Munger fit into the Berkshire Hathaway story and what his role was

05:59 - Why Munger thought buying Berkshire was a dumb decision

11:13 - What was it that allowed for Berkshire’s incredible success

19:44 - How Buffett thinks about risk in investing

25:07 - What Buffett says about index funds

28:13 - How to properly value a company

34:28 - Why Buffett has chosen not to pay a dividend on Berkshire shares

36:49 - How Buffett views gold as an investment

40:28 - What one aspect of Buffett’s character that stood out the most to Shawn

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

NEW TO THE SHOW?

SPONSORS

Support our free podcast by supporting our sponsors:

Connect with Patrick: Twitter | Email

Connect with Shawn: Twitter | LinkedIn | Email

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

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

  continue reading

682 에피소드

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