
Ep 391. Buffett’s Investment in Paramount, Streaming vs. Theaters, and Takeaways from Todd Combs’ Podcast
Focused Compounding
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Buffett's 13F: Why He Is Selling Down Chevron
I wouldn't be surprised if he disappeared from, you know, would not shock me if he buys a bunch of Occidental sometime in one day we just see Chevron is gone. If he had something else to do, I think Chevron would be out of there. It was interesting to hear how he reached out to Munger and how they talked a lot before he met with Buffett over three or four months. And then Todd Combs comes inside on a Sunday and his wife is talking to someone in Buffett,. called and is speaking to the wife because he knows you got to win over the wife to get him to want to join Berkshire.
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