Focused Compounding

Ep 413. Pod About a Pod: Todd Combs on Berkshire, Shorting, and Strategy

Oct 30, 2023
The podcast discusses Todd Combs' investing strategies, including shorting and his unique office setup at Berkshire Hathaway. They delve into the debate on shorting and share their differing opinions. They also explore Todd's disagreements with Buffett and his journey to become CEO of Geico. The shocking meeting about Fannie Mae and the challenges of running a long-short investment strategy are also discussed.
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Episode notes
1
Introduction
00:00 • 4min
2
Shorting in Investing and the Example of Western Union
04:11 • 2min
3
Thoughts on Personality and Disagreements with Buffett
06:00 • 2min
4
Meeting and Discussion about Fannie Mae as a Potential Short and Accounting Fraud
07:54 • 2min
5
Shorting Stocks and Long-Short Investing
10:10 • 11min
6
Todd Combs' Career at Berkshire Hathaway
21:11 • 12min