Person: Warren Buffett
-
General
7 takeaways from Buffett letter, Reddit's IPO & a question on share registries
We’ve read Warren Buffett’s latest shareholder letter and unpack our biggest takeaways to kick off this episode.7 March
-
General
Understanding Derivatives
Learn about Derivatives: An Easy-to-Understand Introduction. Break down derivatives, what they are, and how they work. Grasp the basics of financial derivatives quickly.19th Oct, 2023
-
General
A Closer Look at Berkshire Hathaway's Bet on "Old" Energy
This article takes a look at Berkshire’s recent action in the energy space. In particular, it looks back on what Warren and Charlie have said about Occidental and about their other big oil investment, Chevron.25th Jul, 2023
-
General
5 insights from our 72 hours with Warren Buffett
Insights from our 72 hours with Warren Buffett: value investing challenges, communication in finance and relationships, focusing on customer needs, wartime attitude for change, and the unpredictability of outcomes.3rd Jul, 2023
-
General
6 Famous Berkshire Hathaway Shareholders
Join us as we delve into the lives and investment stories of these noteworthy individuals who have reaped the benefits of owning shares in this prestigious company.7th Jun, 2023
-
General
The billion-dollar Ponzi Scheme that hooked Warren Buffett and the U.S. Treasury
This is a wild story of how a small town mechanic convinced some of the most sophisticated investors in the world that he had achieved a green energy breakthrough. In reality, it was a Ponzi scheme.22nd May, 2023
-
Our 72 hours with Warren Buffett
This episode is our recap of our favourite moments from the weekend. Our biggest takeaway? While King Charles may have been coronated in London over the weekend, the real King Charlie was in Omaha.8 May
Sponsored by Milford Asset Management
-
General
Warren Buffett’s 2022 shareholder letter
Buffett has now been investing for 80 yrs, which is more than 1/2 of the time that the United States of America has been a country (247 yrs).7th Mar, 2023
-
General
Bold predictions wrapped for 2023
Bryce & Alec gave 24 bold predictions at the beginning of 2022. In this episode they reflect on how those 'bold predictions' have played out in the real world.19 December
-
Three stocks from three investor letters
in this episode Bryce & Alec discuss 3 investor letters that caught their eye this week, from different parts of the world. They discuss some of the types of companies these fund managers are writing about, with the aim to show how valuable investor information can be found by us, everyday investors.18 October
-
What does a soft landing even look like?
Hedge Fund guru Ray Dalio reckons people don't get how hard it is to nail a 'soft landing', pub workers are getting pay rise up front, NZ house prices are falling fast, and if you've got a lazy $20m, you can buy Warren Buffett lunch. All this and more on this week's Comedian v Economist.29 June
-
Compare the Pair: Warren Buffett + Cathie Wood are both buying again
Bryce & Alec describe what they are doing with their own individual holdings during this time of turmoil in the markets, preparing for tax, and simply looking to cut-losses to re-allocate funds. Then the conversation shifts to two of the smartest investors on the globe, Warren Buffett and Cathie Wood, and what they are buying and selling to maximise their returns during the current market uncertainty. Two of the most discussed investors of the past few years. Both are deploying capital at incredible rates. But in very different styles.30 May
-
Four trends that just disrupted two-party politics
What would the weekend's election look like through the eyes of Warren Buffett? Why did the wages data wrongfoot the RBA, why has India banned wheat exports, and what happens now the last McDonald's in Moscow is closed? All this and more on this week's Comedian v Economist.25 May
-
Unpacking Buffett's Letter - The Ultimate Investing Guide
It’s that time of year again, Warren Buffett has released his annual letter. These letters are often recommended as the #1 resource for a beginner investor, so in this episode Bryce and Alec give some perspective around who Warren Buffett is, and why he is so well regarded and respected by investors across the globe, and more importantly, what YOU can glean from this incredibly wise share market investor. The lads give some special take-aways from letters of past years, and unpack and explain this years letter in simple to understand terms. Here is a list of all the Warren Buffett letters including the current one. And some wonderful book recommendations to further your investing knowledge courtesy of Warren Buffett.8 March
-
General
Warren Buffett's 2020 Shareholder Letter
Every year, history’s greatest investor Warren Buffett writes an annual letter to accompany the Berkshire Hathaway annual report. Last week, Buffett released his 2020 letter. Last year was a tough year for Berkshire, returning 2.4% compared to 18.4% for the S&P 500 index (the risk of not owning tech stocks in 2020…). In this year’s letter, Buffett discusses a number of points about Berkshire specifically and investing generally.8th Mar, 2021
-
EM Chat: What stocks are Buffett, Ackman and Soros buying?
In this episode, Alec brings a ‘What The ?’ to the table for Bryce to puzzle over, and we break down 13Fs… What are they?21 February
-
Trading Talk: Warren speaks, we listen | Berkshire highlights
Whenever Warren Buffett speaks, everyone in markets should listen. The 89-year old Oracle of Omaha recently answered shareholder questions at the 2020 Berkshire Hathaway annual general meeting.18 May
-
-
EM Talk: The Letter The World Waits Up For
Each year there's one letter everyone waits up all night for the release, and if you haven't yet, then you need to put it in your diary for next year. That's right - Warrenn Buffett's 2017 annual letter to shareholders was released recently, and it's always FULL of great advice, updates and insights into the mind of one of the world's best investors.13 March