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Monday, August 16, 2021

Warren Buffett in Switzerland: A Few Lessons on Value Investing

 


Rare footage of Berkshire Hathaway’s CEO sharing his investment and business wisdom in a Q&A session in Switzerland.

Berkshire Margin of Safety is not on price, but qualitative factors

Ben Graham

Price

Long term investing

Durable competitive advantage

Products

Nestle

Management qualitative factors “Management you’re gonna love 20 years from now.”

Passion

Predictably 

Future profits

Evaluation of a business

Software products

Tech / computer/ IT industry (Microsoft, Google)

Change

Being chief risk officer as CEO

Control / decentralised management of acquisitions and holdings

Values / ethics and behaviour

Charity is up to shareholders to allocate, not up to us to allocate their funds


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