3min chapter

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

RWH013: Move Slow, Win Big W/ Thomas Russo

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

Is Warren Really Irreplaceable?

You have about 18% of your portfolio still in Berkshire. How do you assess whether they have the right stuff, whether Warren's irreplaceable? There are so few who are set up in the way that Berkshire is set up that it gives them an advantage. And their discipline means that they're able to see better opportunities before they swing.

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