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4min chapter
TIP446: Berkshire Hathaway Annual Shareholders Meeting 2022
We Study Billionaires - The Investor’s Podcast Network
Buffett's Investment in Alleghany
Stig: Buffet's investment in alleghany, for me, was another testament of how buffet is not spec ting right? He had a number in his head on a company he had done years of, decades of due diligence on. And so to me, that also ties to the fact you are talking bout, sik, about bottom up investing. Because this day and age, when you see the market going down, it's really tempting for all of us to start thinking a little bit more mackerond we can find ourselves being seduced by the market.
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