TIP551: Berkshire Hathaway Annual Shareholders Meeting 2023
We Study Billionaires - The Investor’s Podcast Network
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Navigating Value Investing in a Changing Market
This chapter explores Berkshire Hathaway's cautious stance on commercial real estate and the challenges posed by current market dynamics such as remote work and interest rates. The speakers discuss the importance of a long-term investment perspective in a highly competitive landscape while reflecting on the emotional drivers that influence market behavior. They emphasize the need for adaptability and the potential to uncover opportunities amid prevailing challenges in value investing.
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