3min chapter

We Study Billionaires - The Investor’s Podcast Network cover image

TIP551: Berkshire Hathaway Annual Shareholders Meeting 2023

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

The Dangers of Positions Become a Large Part of Your Portfolio

Professor Damodaran mentioned that he is not comfortable with positions becoming a large part of his portfolio. Berkshire's portfolio includes the railroad, the energy business, grandmals and seize candy. Buffett: "Our criteria for Apple is different than the other businesses we own"

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