The Art of Value cover image

Berkshire AGM 2023 Highlights: Warren Buffett on Elon, EVs, Apple

The Art of Value

00:00

The Importance of Diversification

Charlie Munger is known for being incredibly concentrated in his personal holdings. Buffett said to own the S&P 500 index, if you're not keen on analysis or you don't know what you're doing. But Munger says that if you spend the time and research the company, you know the company, then diversification is not really a great thing.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app