Akre is the Buffett of this generation. His investments in AMT, V, MA, DHR, ROP among others when they were relatively small businesses is something even Buffett can't match.
I listen to very many of these and most of them are worthless This one is very good I intend to start acquiring this AKRE very slowly I'm certain we have a recession coming soon so I'm going very slowly I expect them to make us very wealthy and financially strong There are diamonds in the earth but searching long and hard will find them
His Mastercard pick underperformed the S&P 500 over the last 2.25 years (16% vs 18%) but one could argue that MA had lower embedded risk. Also 2 years isn't much of a time horizon to gauge performance.
MCO was not a scapegoat. It is for me disappointing to see that even great investors (or people working for great investors) are hypocrites. I think, it is fine to own MCO, but do not sugarcoat it and describe things, what they are.
Akre is the Buffett of this generation. His investments in AMT, V, MA, DHR, ROP among others when they were relatively small businesses is something even Buffett can't match.
one of the better interviews!
I listen to very many of these and most of them are worthless
This one is very good
I intend to start acquiring this AKRE very slowly
I'm certain we have a recession coming soon so I'm going very slowly
I expect them to make us very wealthy and financially strong
There are diamonds in the earth but searching long and hard will find them
His Mastercard pick underperformed the S&P 500 over the last 2.25 years (16% vs 18%) but one could argue that MA had lower embedded risk. Also 2 years isn't much of a time horizon to gauge performance.
I did a video on Chuck Akre few weeks back. He is an exceptional manager. Great to see him again!
best regards from egypt
mourad gomaa Peace!
Excellent interview!
There smiles tell it all. They making big money.
Consuelo is in a league of her own with that hairdo 🤗
Similar to Terry Smith of Fundsmith.
I thought that also
Actual thing start around 3 minutes
A large Cap Mutual fund with an expense ratio of 1.32 % ...👀....Way too expensive of a fund for AKRE
MCO was not a scapegoat. It is for me disappointing to see that even great investors (or people working for great investors) are hypocrites. I think, it is fine to own MCO, but do not sugarcoat it and describe things, what they are.