Year-End Recap and Mastermind Community Highlights

This chapter covers the completion of three case studies on investment decisions and acknowledges a contributing author. The hosts also recap the year's activities within the TIP Mastermind community and invite listeners to join for future discussions and events.

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In today’s episode, Clay reviews Brett Gardner’s new book, Buffett’s Early Investments.

Brett is an Analyst at Discerene Group LP, a private investment partnership that invests globally based on a fundamental and long-term value investing philosophy. Like us here at TIP, Brett is also a huge fan of Warren Buffett.

During Buffett’s early partnership years from 1957 to 1969, he compounded his investors’ capital at 23.8% net of fees relative to the Dow Jones, returning just 7.4%.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:14 - The primary factors that led to Buffett’s outperformance during early investing years.

06:09 - The parallels between Buffett’s investment in Philadelphia and Reading and how he ended up transforming Berkshire Hathaway in the years that followed.

27:15 - What led Buffett to make an unconventional bet on Disney in 1966.

43:55 - Why Buffett invested in American Express after the Salad Oil Scandal.

And so much more!

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

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Gardner’s book: Buffett's Early Investments.
Email Shawn at shawn@theinvestorspodcast.com to attend our free events in Omaha or visit this page.
Related Episode: Listen to TIP573: Berkshire's Beginnings w/ Jacob McDonough, or watch the video.
Follow Clay on Twitter.
Check out all the books mentioned and discussed in our podcast episodes here.
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