07:09 Rate of return 11:11 Fish in the pond of high return businesses 14:12 The three legged stool 21:11 Reducing risk 24:05 Akre Funds 25:49 Examples 43:20 Q&A 52:05 When to sell
Yea what would his return have been i’d he never bought berkshire?Im going with the averages or maybe just a little higher.I doubt if he gives out that info though.
“We try … to be Investors in the value of businesses, instead of speculators of the price of shares”. “Compound capital at above average rate while incurring below average level of risk”. Typical characteristics of businesses owned: 1) more growth; 2) higher ROC; 3) stronger balance sheets; and frequently 4) lower valuations than the market.
Hi! Does anybody understand why if Chuck has invested in multiple 100x baggers why in the last 7 year he has only outperform the S&P by 3%. I understand that 3% compounded is a lot but mathematically considering a 100 bager in your portfolio the return should be much higher.
His position sizes seems to put him in mungers closet-indexer category. I wonder why would he like to do that instead of the low-risk max-concentration mungerian/himalayan approach.
This guy's portfolio is a museum of compounders! The ultimate retirement asset
Are you also here after listening to today’s Mohnish Pabrai lecture?
@@sorenpeterson1856 absolutely 🎯
lol there's probably dozens of us DOZENS
@@cv0669 haha YUP, over 24 or even 36
me too
07:09 Rate of return
11:11 Fish in the pond of high return businesses
14:12 The three legged stool
21:11 Reducing risk
24:05 Akre Funds
25:49 Examples
43:20 Q&A
52:05 When to sell
Simple and brilliant. If compounding is considered the Eighth Wonder, simplicity should be treated at par.
When legend speaks I listen.
Very good presentation. Thanks for sharing.
Love from Bihar, India ❤
An investor's investor who's done very well for this one.
what a legend, i would simp for this guy if I met him irl.
Very insightful!
He doesn't have 2 hundred baggers, one of them is a 2500 bagger, he got 2500x return on berkshire hathaway..
Yea what would his return have been i’d he never bought berkshire?Im going with the averages or maybe just a little higher.I doubt if he gives out that info though.
@@jimjackson4256 see his returns von American tower .. see his returns the last 10 years , Berkshire was the smallest part of that
I fully understand his logic but why do i always feel that it is hard to follow? i have ended up buying cigar butts or indexes.
CONGRATULATIONS 👏👏
Very good video!
Felt like listening surabh mukrehja
Both have almost same strategies
What book he's talking about? Somehow I can't find it, maybe I don't hear it right
Do you mean when he says price to book?, if so its a ratio,
excelente , gracias!!!
Nice lecture.
Legend
Extremely good..
Love from soic
“We try … to be Investors in the value of businesses, instead of speculators of the price of shares”.
“Compound capital at above average rate while incurring below average level of risk”.
Typical characteristics of businesses owned: 1) more growth; 2) higher ROC; 3) stronger balance sheets; and frequently 4) lower valuations than the market.
Love you ❤️
Hi! Does anybody understand why if Chuck has invested in multiple 100x baggers why in the last 7 year he has only outperform the S&P by 3%. I understand that 3% compounded is a lot but mathematically considering a 100 bager in your portfolio the return should be much higher.
His position sizes seems to put him in mungers closet-indexer category. I wonder why would he like to do that instead of the low-risk max-concentration mungerian/himalayan approach.
Alguien lo tendrá subtitulado al español ?
Puedo traducir las partes más importantes
I have a question: How much wood could a woodchuck chuck if a woodchuck could chuck wood?
24:30
How roe is 20%
Earnings(1) divided by book value(5)
He's Indian! i guess
Is he supposed to be "teaching" something? It sounds like he's just selling his fund.
When you get to the traffic light turn. Which way and from which direction? This guy is full of crap.