Deep Dive into Berkshire Hathaway, Intrinsic Value, and Portfolio Strategies with the Intrinsic Value Podcast
In this episode of 'Investing for Beginners,' we welcome Shawn and Daniel from the Intrinsic Value Podcast to discuss various investing topics, including their recent trip to the Berkshire Hathaway annual meeting.
The conversation covers insights from the meeting, key observations about Warren Buffett's announcement on Greg Abel, and reflections on Berkshire's future. Shawn and Daniel also share their process for sourcing investment ideas, analyzing companies, and determining intrinsic value. They explain how they balance conviction and safety in their investment portfolios and reveal the significance of documenting a detailed investment thesis.
00:28 Berkshire Hathaway Meeting Insights
01:22 Warren Buffett's Big Announcement
03:25 Reflections on the Meeting
06:46 Future of Berkshire Hathaway
13:23 Podcasting and Investment Strategies
15:22 Researching and Pitching Stocks
24:22 Evaluating Investment Opportunities
33:15 Researching Investment Ideas
33:29 Analyzing Company Filings
34:27 Using Financial Tools and Resources
34:50 Evaluating Investment Theses
35:31 The Importance of Earnings Calls
36:00 Leveraging External Research
36:59 Writing and Reflecting on Investment Decisions
44:53 Understanding Intrinsic Value
Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
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More from Shawn and Daniel:
Intrinsic Value Podcast
Intrinsic Value Community
What do Dave and Andrew recommend?
Andrew works really hard to find the best insights he can every single month at Value Spotlight. To see a sample of his previous work, go to stockwriteup.com.
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The Investing for Beginners Podcast - Your Path to Financial Freedom
We make the complicated stock market simple. We show you how to take advantage of the emotions in the market with lessons from successful strategies such as value investing and dividend growth investing, with a few elements of growth investing and trend following.
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