The Anjali Family Holding Company XOR Has a Long Runway

Warren Buffett used to say 99% of his network was in Berkshire Hathaway. He doesn't say that now because the 1% that he had outside Berkshire has actually grown significantly more than the compounding inside Berkshire. John Elkan is a good friend of mine, wonderful guy and I think he is very thoughtful...I don't believe they will retain their stake in the rest of the auto sector for decades on end.

Transcript

Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.