3min chapter

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

TIP492: The Best Investor You've Never Heard of

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

Investing in a Global Fund

sleep went through a similar journey as Buffett transitioning from the focus on cheap businesses or the deep-value cigar but type plays. In his very first letter in 2001, he stated, quote, "...when we evaluate potential investments, we are looking for businesses trading at around half of their real business value" This falls well in line with Buffett's new line of thinking. But interestingly, when looking at his early letters, he was diversified across a number of different countries and industries.

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