Alex Morris, Author of "Buffett and Munger Unscripted" and Owner & Analyst at TSOH Investment Research, joins the podcast to discuss his first book, "Buffett and Munger Unscripted."
You can buy your copy of Alex's new book, "Buffett and Munger Unscripted" here: https://amzn.to/4asUWNi
Chapters:
[0:00] Introduction + Episode sponsor: Fintool
[3:03] Why Alex decided to write "Buffett and Munger Unscripted"
[7:53] When did the repetition build up (speaking to organization of the book)
[10:23] Incentives and ethical guardrails
[21:10] Biggest differences about Buffett over the last 20-30 years
[29:53] Nike
[39:14] Is there an industry that Berkshire hasn't really invested in after all of Alex's research
[41:56] Wal-Mart and Costco
[45:27] Predictability and cyclical businesses
[49:11] Alex's view of Buffett's thoughts on the market these days
[51:55] Parallels between Berkshire to Markel
[55:42] Banks
[1:04:22] Andrew's thoughts on Academy Sports + Outdoors, and the space in general
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