5min chapter

We Study Billionaires - The Investor’s Podcast Network cover image

TIP389: Buffett's Core Principles w/ Dev Kantesaria

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

What Are the Largest Holdings in Your Portfolio?

In every recent recession, there has been a permanent loss of jobs. And so that is a trend that we think will continue accelerate over the next ten, 20, 30 years. Moodis and s an p global have gone from rup abouta 20 20 to 25 x in the last 12 years from their lo points. But these are companies that to day, have learned from some of the past mistakes. They've really separated themselves from the underwriting process. So they're not formerly part of the debt prospectus. The increased regulation which has been added to the industry is actually serve to solidify their duopoli. You could go to i b m and offer your services for free

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