Chit Chat Stocks Buffett and Munger Unscripted: Lessons From Berkshire Hathaway With Alex Morris
On this episode of Chit Chat Stocks, Brett and Ryan speak with Alex Morris from the TSOH Investing Research Service about his new bookBuffett and Munger Unscripted: Three Decades of Investment and Business Insights from the Berkshire Hathaway Shareholder Meetings.They discuss:
(02:55) Inspiration Behind the Book
(05:04) Target Audience for the Book
(06:59) Compiling Insights from Annual Meetings
(09:40) Repetitive Themes in Buffett and Munger's Talks
(11:43) Favorite Timeframes of Meetings
(13:17) Key Lessons from the Book
(13:46) Incentive Structures in Business
(21:09) Continual Learning as an Investor
(24:36) Avoiding Difficult Decisions
(28:10) Lessons Learned About Buffett and Munger
(30:28) Understanding Buffett and Munger's Philosophy
(33:43) Applying Lessons from Buffett and Munger
(35:08) The Debate on Diversification vs. Concentration
(37:14) Interpreting Investment Styles and Risk
(40:18) Exploring TSOH Investment Research
(46:01) Future Coverage and Insights on Companies
BUY THE BOOK OUT NOW:https://www.amazon.com/Buffett-Munger-Unscripted-Investment-Shareholder/dp/1804090670
TSOH Investing Research Service:https://thescienceofhitting.com/
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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.