The Art of Timing in Investment

In this episode, Clay and Kyle reflect on their weekend at the Berkshire Hathaway annual shareholders meeting in Omaha and play a few of their favorite clips from the Q&A session with Warren Buffett, Greg Abel, and Ajit Jain.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

01:16 - Our thoughts on Buffett’s announced retirement of CEO at Berkshire Hathaway.

07:07 - How Warren Buffett and Greg Abel’s management style might differ as CEO.

20:03 - Why Buffett seeks to surround himself with wonderful people.

35:03 - How Buffett and Abel balance patience with acting quickly and opportunitistically.

49:31 - How Buffett and Abel view Berkshire’s investments in Japan.

01:06:05 - The most important factor to consider when investing in emerging markets.

01:10:44 - Berkshire’s recent investment activity and Buffett’s thoughts on today’s market.

And so much more! 

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

• Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more ⁠⁠here⁠⁠.
• Join the exclusive ⁠⁠TIP Mastermind Community⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
• Watch the full shareholders meeting here.
• Related Episode: TIP629: Berkshire Hathaway Annual Shareholders Meeting 2024 w/ Clay Finck & Kyle Grieve.
• Related Episode: TIP551: Berkshire Hathaway Annual Shareholders Meeting 2023 w/ Clay Finck.
• Related Episode: TIP446: Berkshire Hathaway Annual Shareholders Meeting 2022 w/ Stig Brodersen & Trey Lockerbie.
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