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TIP389: Buffett's Core Principles w/ Dev Kantesaria
We Study Billionaires - The Investor’s Podcast Network
How Do You Manage Your Portfolio?
We look at cashfur yields adjusted after the cost of compensation. There's on an after tax basis. So they'll get a tax deduction for some of that buy back or the restricted stock bacter atiunen. We could also subtract that from the numerator. But in one way or another, we factor that cost as an actual cost. And so we've not experienced any style drift. What you often see with broth in a u m is that you might have started investing in small caps in brazil, and, you know, you've had to morf into something else. Our portfolio, or the types of businesses that we invested in 14 years ago look exactly like the businesses
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