4min chapter

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

TIP346: Masterclass in Valuation w/ Chris Bloomstran

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

The Impact of Warren Buffett's Investment Strategy on the Equity Portfolio

Since the 31st of December 1998, CAGR was 7.6% for Berkshire and 7.2 for the S&P 500. Buffett's stock picking in very, very concentrated fashion was very good without the float leverage that you get by owning stocks in an insurance operation simply on an apples to apples, unlevered basis. Mr. Buffett's stocks trounced the broad stock market.

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