Warren Buffett's Cirotage Strategy

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Mark O'Mara: Warren Buffett did own 5% of Cirotage. He likes to get a hold of great businesses at reasonable prices and pretty much hold him for a very long time. So do you have a price target in mind which you'd consider selling your position or how do you think about that? Tom Investing with Tom is available on YouTube, Apple podcasts and Spotify.

In this rewind episode, Clay Finck chats with Tom Botica about what it means to invest with a margin of safety, Seritage Growth Properties, and much more!

Tom is a value investor and studies superinvestors such as Warren Buffett, Charlie Munger, Mohnish Pabrai, Guy Spier, and many others.

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

02:44 - What investors should keep in mind during a market correction.

11:10 - Why investing checklists can be useful for value investors.

16:46 - The case for individual stock pickers outperforming the market indices.

28:11 - What Seritage Growth Properties does and why it’s potentially a compelling investment.

36:37 - Why Seritage is trading at what appears to be well below it’s liquidation value.

36:37 - The potential risks investing in Seritage.

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

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Related Episode: Listen to MI131: Richer, Wiser, Happier, w/ William Green, or watch the video.

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