Value Investor Chris Davis on Berkshire Hathaway and Stock-Picking | At Barron's

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  • เผยแพร่เมื่อ 8 ก.พ. 2025
  • Chris Davis, chairman and portfolio manager of Davis Fund and director at Berkshire Hathaway, discusses the Warren Buffett-led conglomerate's "stewardship culture," Berkshire's former vice chairman Charlie Munger, and more.
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ความคิดเห็น • 88

  • @sarawilliam696
    @sarawilliam696 หลายเดือนก่อน +69

    SCHD is a solid choice for dividend investors, especially in uncertain markets. With its consistent dividend growth and solid track record, it feels like a reliable long-term hold. I’m focusing on ETFs like SCHD to balance growth with stability, especially as we navigate the impacts of rising interest rates.

    • @KaurKhangura
      @KaurKhangura หลายเดือนก่อน +2

      I agree. Even with great opportunities, we should proceed cautiously. Seeking market analysis or advice from certified market strategists is important.

    • @Justinmeyer1000
      @Justinmeyer1000 หลายเดือนก่อน +2

      I wholeheartedly concur; I'm 60 years old, just retired, and have about $1,250,000 in non-retirement assets. Compared to the whole value of my portfolio during the last three years, I have no debt and a very little amount of money in retirement accounts. To be completely honest, the information provided by invt-advisors can only be ignored but not neglected. Simply undertake research to choose a trustworthy one.

    • @NoorJari406
      @NoorJari406 หลายเดือนก่อน +2

      Impressive can you share more info?

    • @Justinmeyer1000
      @Justinmeyer1000 หลายเดือนก่อน +2

      Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Aileen Gertrude Tippy’’ for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.

    • @NoorJari406
      @NoorJari406 หลายเดือนก่อน +1

      Thanks a lot for this suggestion. I needed this myself, I looked her up, and I have sent her an email. I hope she gets back to me soon.

  • @RebeccaStallion
    @RebeccaStallion หลายเดือนก่อน +207

    For new investors: Buy stocks in solid companies and hold them as long as they stay strong. Ignore forecasts and market opinions-they’re distracting at best and useless in the long run

    • @Franklin-gq4si
      @Franklin-gq4si หลายเดือนก่อน +3

      The key to strong returns isn’t quick-gaining assets but managing risk in relation to reward. It’s about maintaining the right allocation and consistently using your edge to reach your goal. This holds true for everything from long-term wealth building to short-term market plays

    • @williamDonaldson432
      @williamDonaldson432 หลายเดือนก่อน +3

      That makes sense. I’ve been using a financial market expert for two years now and I own a six-figure diversified portfolio from investing in stocks.

    • @foreverlaura-fq4eu
      @foreverlaura-fq4eu หลายเดือนก่อน +3

      Impressive can you share more info about your financial adviser?

    • @williamDonaldson432
      @williamDonaldson432 หลายเดือนก่อน +2

      Yes i will and her name is Rebecca Lynne Buie she is not just a broker, he is a financial adviser that give advice on any financial matters.

    • @CharlesArthur-fq5sx
      @CharlesArthur-fq5sx หลายเดือนก่อน

      Thanks for the recommendation and i quickly run a research online with her full name and spotted her website and i will email her right away

  • @JonahHoward0997
    @JonahHoward0997 28 วันที่ผ่านมา +46

    Chris Davis’s approach to investing is rooted in the principles of value investing, with a focus on disciplined stock-picking, long-term vision, and managing risk also you can also do the in icicportfolioinvestment

    • @CarltonRoyH0000
      @CarltonRoyH0000 28 วันที่ผ่านมา

      It's not just about having money to invest in stocks; it's about knowing the right strategies for profit and managing risk. That's why working with an investment company like icicportfolioinvestment is important-they have insights not available to everyone.

    • @KennyHopkinsF2000
      @KennyHopkinsF2000 28 วันที่ผ่านมา

      @@CarltonRoyH0000 This is incredible,

    • @TinaGarzaY
      @TinaGarzaY 28 วันที่ผ่านมา

      @@KennyHopkinsF2000 The biggest lesson I learned in 2023 about the stock market is that nobody knows what will happen next, so practice some humility and low a strategy with a long-term edge with icicportfolioinvestment

    • @OrvillePayneW10000
      @OrvillePayneW10000 28 วันที่ผ่านมา

      ​@@TinaGarzaY Could you kindly elaborate on the company background and qualifications?

    • @FloydLove77
      @FloydLove77 28 วันที่ผ่านมา

      @@OrvillePayneW10000 I used to think it was just about buying stocks, but I didn’t realize there are strategies for managing risk and actually making a profit. Now I feel kinda stuck since I’m not seeing any profits in my portfolio. Do you have any recommendations on what I should consider? I’d really appreciate it!

  • @user-nx2rm7xi6x
    @user-nx2rm7xi6x หลายเดือนก่อน +24

    Munger: "Tell me the incentive, I will tell you the result"

  • @DonaldMark-ne7se
    @DonaldMark-ne7se หลายเดือนก่อน +29

    Successful investing is hard work because it means disciplining your mind to do the opposite of human nature. Buying during a panic, selling during euphoria, and holding on when you are bored and just craving a little action. Investing is 5% intellect and 95% temperament.

    • @Jamessmith-12
      @Jamessmith-12 หลายเดือนก่อน +5

      Government policy has thrown the future under the bus for decades. The day of judgment is near. I predict an 80% drop in the stock market. Investors will abandon stocks in favor of real estate. There will be no money in banks... You must devise a strategy for survival.

    • @kevinmarten
      @kevinmarten หลายเดือนก่อน +4

      We have been in a depression since 2008, the yield curve has already uninverted, global recession indicators are flashing alarm for well over a year, and absolutely nobody could pull us out of the hell coming regardless of party.

    • @JacquelinePerrira
      @JacquelinePerrira หลายเดือนก่อน +3

      I really acknowledge your comment, i have been trading stocks for a while now but i have not been able to make much. how do you achieve this feat?

    • @kevinmarten
      @kevinmarten หลายเดือนก่อน +2

      There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Carol Vivian Constable’’ for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.

    • @JacquelinePerrira
      @JacquelinePerrira หลายเดือนก่อน +1

      Thanks a lot for this suggestion. I needed this myself, I looked her up, and I have sent her an email. I hope she gets back to me soon.

  • @MilaCruz-d5r
    @MilaCruz-d5r หลายเดือนก่อน +108

    I've just begun learning about value investing, and I've found that many good stocks are undervalued despite their intrinsic value. If you had $200,000 to create a strong investment portfolio, which stocks would you choose for better returns?

    • @garnold-l5p
      @garnold-l5p หลายเดือนก่อน +2

      I think a good investment portfolio should have three basic things: ETFs for diversification, dividend stocks for cash flow, and leading tech stocks. With your budget, it's a good idea to talk to a fiduciary financial advisor for expert advice.

    • @tanyabischoff
      @tanyabischoff หลายเดือนก่อน +1

      I agree with you. As an early investor in NVDA, AVGO, ANSS, and LRCX, my financial advisor's advice was incredibly helpful. Over the past 7 years, she has helped me find stocks that did 10x multiple times. With her help, I've grown my portfolio to over a million dollars.

    • @ryannemdjen
      @ryannemdjen หลายเดือนก่อน +1

      This is incredible. Could you recommend who you work with? I really could use some help at this moment.

    • @tanyabischoff
      @tanyabischoff หลายเดือนก่อน

      My CFA, Laurel Ann Watkins, is a renowned figure in her field. I recommend researching her name online; you’ll find all her credentials and everything you need to work with a reliable professional. With many years of experience, she is a valuable resource for anyone looking to navigate the financial market.

    • @ryannemdjen
      @ryannemdjen หลายเดือนก่อน

      Thanks for sharing. I curiously searched for her full name and her website popped up immediately. I looked through her credentials and did my due diligence before contacting her.

  • @HarryGaye-y7h
    @HarryGaye-y7h หลายเดือนก่อน +454

    Dividend investing is my jam! I'm building wealth with a buy-and-hold strategy in my Roth account, featuring rockstars like Berkshire B stock, SCHD, and S&P 500 and total market ETFs. My taxable account is also getting in on the action, generating regular income through dividend-paying stocks. It's a winning combo that's helping me achieve my financial dreams!

    • @tristianlamb
      @tristianlamb หลายเดือนก่อน +2

      Your strategy is a perfect example of a solid plan! Combining dividend stocks with a buy-and-hold approach sets you up for success.it's clear you've done your research. Yet, I still think consulting with expert advisors can take your success to the next level. They can offer valuable insights, help you mitigate risks, and optimize your strategy for even greater returns.

    • @pentagon1985
      @pentagon1985 หลายเดือนก่อน +1

      I agree, though some doubt financial advisors. Mine has delivered, growing my portfolio by over $1 million for the past decade through savvy diversification. Financial security is my goal, and I'm pleased with my results.

    • @TracyStarkd
      @TracyStarkd หลายเดือนก่อน +1

      Great! mind if I look up your advisor please? only invest in my 401k through my employer as of now, but enthused about investing for my eventual retirement.

    • @pentagon1985
      @pentagon1985 หลายเดือนก่อน +1

      I definitely share your sentiment about these firms. When I was starting out, I checked out a couple of freelance investors online, so you could do the same. I personally work with Eva Diane Herald , and she's widely recognized for her proficiency and expertise in the financial market. With a comprehensive knowledge of portfolio diversification, she is acknowledged as an authority in this field.

    • @TracyStarkd
      @TracyStarkd หลายเดือนก่อน +1

      Thank you so much for the suggestion! I really needed it. I looked her up on Google and explored her website; she has an impressive background in investments. I've sent her an email, and I hope to hear back from her soon!

  • @luischang2566
    @luischang2566 หลายเดือนก่อน +13

    Great insights. I enjoyed the authenticity and kindness when asnwering the questions.

  • @manavmishra9071
    @manavmishra9071 หลายเดือนก่อน +8

    Uncle Charlie used to say get rich slowly...I always keep it in my mind.

  • @CP-wo4ou
    @CP-wo4ou หลายเดือนก่อน +6

    Enjoyed the interview. Thanks both.

  • @Arnold-ic9jg
    @Arnold-ic9jg หลายเดือนก่อน +54

    I believe that investors ought to pay attention to lesser-known stocks, especially given the unpredictable fluctuations in the stock market. Currently, 35% of my $270k portfolio is made up of stocks that have significantly dropped in value, despite having been highly regarded in the past, and I'm feeling quite lost and devastated about the situation.

    • @AaronTilt
      @AaronTilt หลายเดือนก่อน

      Diversifying your investments can help you manage risk while aiming for solid returns. It might be a good idea to explore sectors that tend to do well during inflation, like utilities or bonds. Also, seeking the help of a financial advisor could be really beneficial. They can provide you with tailored guidance and help you develop a strategy that aligns with your goals.

    • @Joeknowsball247
      @Joeknowsball247 หลายเดือนก่อน +2

      The truth is, the role of financial advisor can often be overlooked but should never be underestimated. After facing a significant portfolio loss in 2020 during the COVID pandemic while trying to manage my investments on my own, I decided to reach out to an investment advisor. At that time, I had about $126K left in my portfolio. Now, without having to lift a finger, I'm semi-retired, working only 7.5 hours a week, and I'm just 15% short of my $1 million retirement goal thanks to my subsequent investments.

    • @walkjar-q7s
      @walkjar-q7s หลายเดือนก่อน

      Thanks for sharing your experience! I’ve been managing my portfolio myself, but it’s not working out. Do you have any recommendations for a good investment advisor? I could really use some help.

    • @Joeknowsball247
      @Joeknowsball247 หลายเดือนก่อน +1

      My CFA, Brenda Davies Clarke, is a renowned figure in her field. I recommend researching her name online; you’ll find all her credentials and everything you need to work with a reliable professional. With many years of experience, she is a valuable resource for anyone looking to navigate the financial market. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.

    • @walkjar-q7s
      @walkjar-q7s หลายเดือนก่อน

      She appears to be a true authority in her profession with over two decades of experience. I looked her up on the internet and skimmed through her site, very professional. already sent her an inquiry hoping for a response soon.

  • @JeanCharlesEvrard
    @JeanCharlesEvrard หลายเดือนก่อน

    That was awesome. Chris is amazing at explaining investing concepts, one of the best videos on investing I've ever seen!

  • @DAT240Z72
    @DAT240Z72 18 วันที่ผ่านมา

    NYVTX was #1 performing mutual fund from its inception in 1969 to 2001. Value is due for comeback!
    The discipline works!

  • @extrememike
    @extrememike หลายเดือนก่อน +3

    Great interview!

  • @berliozz85
    @berliozz85 หลายเดือนก่อน

    Great interview! Thank you Andy and Chris!

  • @mmcatamm6668
    @mmcatamm6668 หลายเดือนก่อน

    Very very good interview! Thanks for making it happen

  • @varunjain5789
    @varunjain5789 หลายเดือนก่อน

    Wonderful interview..

  • @simonzz-l5n
    @simonzz-l5n 25 วันที่ผ่านมา

    on 5:25, I believe he meant to say "they discounted it less aggressively" anyone noticed this?

  • @Greatshamefamiry
    @Greatshamefamiry หลายเดือนก่อน +1

    I love hearing all these wonderful and elaborate stories told by fund mangers as to why I shouldn’t buy a cheap SP500 etf

  • @MrOgnevoy
    @MrOgnevoy หลายเดือนก่อน

    thanks

  • @straw8409
    @straw8409 หลายเดือนก่อน

    18:50 what book is he talking about?

    • @kamelboss2545
      @kamelboss2545 หลายเดือนก่อน

      Ben Franklin’s autobiography!

  • @easternhair
    @easternhair หลายเดือนก่อน

    THANK U, GREAT

  • @mikemanitowabie7539
    @mikemanitowabie7539 หลายเดือนก่อน

    The way this man moves his hands is entertaining

  • @haiyuhuang239
    @haiyuhuang239 หลายเดือนก่อน +2

  • @shaolongchen
    @shaolongchen หลายเดือนก่อน

    Wow good interview unlike charli rose

  • @skylover-w1q
    @skylover-w1q หลายเดือนก่อน

    As an investment enthusiast, I often wonder how top-level investors are able to become millionaires through investing. I have a significant amount of capital to start with, but I'm unsure about the strategies and direction I should take to help me generate substantial profits like some people are this season.

    • @sunkings-j1i
      @sunkings-j1i หลายเดือนก่อน

      I’m not in a position to offer financial advice, but given the significant amount of capital you're working with, it would be wise to consult a financial advisor who can guide you in developing a strategy tailored to your goals and risk tolerance.

    • @sunruth-n8s
      @sunruth-n8s หลายเดือนก่อน

      The truth is, the role of an investment advisor can often be overlooked but should never be underestimated. After facing a significant portfolio loss in 2020 during the COVID pandemic while trying to manage my investments on my own, I decided to reach out to an investment advisor. At that time, I had about $126K left in my portfolio. Now, without having to lift a finger, I'm semi-retired, working only 7.5 hours a week, and I'm just 15% short of my $1 million retirement goal thanks to my subsequent investments.

    • @JessicaPoland-g1j
      @JessicaPoland-g1j หลายเดือนก่อน

      This is incredible. Could you recommend who you work with? I really could use some help at this moment.

    • @sunruth-n8s
      @sunruth-n8s หลายเดือนก่อน

      My CFA is ASHLEY GARNER ABBOTT, a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did

    • @dondee-i9p
      @dondee-i9p หลายเดือนก่อน

      Excellent share! Curiously inputted Ashley Garner Abbott on the web, spotted her consulting page ranked top, and was able to schedule a call session. I've seen commentaries about advisors, but not one looks this phenomenal.

  • @RonAlfonse-t7y
    @RonAlfonse-t7y หลายเดือนก่อน

    How to say I'm a value investor ... but not really.

  • @lisajeffrey-t1z
    @lisajeffrey-t1z หลายเดือนก่อน +29

    I Hit 120k today trading. Started last month 2024. Financial education is indeed required for more than 70% of the society in the country as very few are literate on the subject. thanks to Samantha Donald for helping me achieve this.

    • @JohnLucas23
      @JohnLucas23 หลายเดือนก่อน

      I'm surprised that this name is being mentioned here, I stumbled upon one of his clients testimonies on CNBC news last week...

    • @JackErik3
      @JackErik3 หลายเดือนก่อน

      Samantha Donald strategy has normalised winning trades for me also and it's a huge milestone for me looking back to how it all started

    • @CindyCarrothers
      @CindyCarrothers หลายเดือนก่อน

      I was skeptical at first till I decided to try. Its huge returns is awesome. I can't say much

    • @lisajeffrey-t1z
      @lisajeffrey-t1z หลายเดือนก่อน

      She's mostly on Telegrams, using the username below...

    • @lisajeffrey-t1z
      @lisajeffrey-t1z หลายเดือนก่อน

      @ExpertSamantha is her name ✅

  • @royprovins7037
    @royprovins7037 หลายเดือนก่อน

    Evaded every question. Worthless

  • @dondee-i9p
    @dondee-i9p หลายเดือนก่อน

    As an investment enthusiast, I often wonder how top-level investors are able to become millionaires through investing. I have a significant amount of capital to start with, but I'm unsure about the strategies and direction I should take to help me generate substantial profits like some people are this season.

    • @letterkey-k9i
      @letterkey-k9i หลายเดือนก่อน

      I’m not in a position to offer financial advice, but given the significant amount of capital you're working with, it would be wise to consult a financial advisor who can guide you in developing a strategy tailored to your goals and risk tolerance.

    • @Michaelsun-z8k
      @Michaelsun-z8k หลายเดือนก่อน

      The truth is, the role of an investment advisor can often be overlooked but should never be underestimated. After facing a significant portfolio loss in 2020 during the COVID pandemic while trying to manage my investments on my own, I decided to reach out to an investment advisor. At that time, I had about $126K left in my portfolio. Now, without having to lift a finger, I'm semi-retired, working only 7.5 hours a week, and I'm just 15% short of my $1 million retirement goal thanks to my subsequent investments.

    • @sunruth-n8s
      @sunruth-n8s หลายเดือนก่อน

      This is incredible. Could you recommend who you work with? I really could use some help at this moment.

    • @Michaelsun-z8k
      @Michaelsun-z8k หลายเดือนก่อน

      My CFA is ASHLEY GARNER ABBOTT, a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did

    • @Surenjoel-u9g
      @Surenjoel-u9g หลายเดือนก่อน

      Excellent share! Curiously inputted Ashley Garner Abbott on the web, spotted her consulting page ranked top, and was able to schedule a call session. I've seen commentaries about advisors, but not one looks this phenomenal.