The Acquirers Podcast

Value After Hours S04 E15: How Warren Buffett Negotiates a Deal, Charlie Munger on $BABA, The story of National Cash Register, an early tech stock

Apr 18, 2022
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1
Introduction
00:00 • 3min
2
The Buffet Acquisition of Alleghany
02:32 • 2min
3
The Inflation Is Going Absolute Bananas
04:49 • 2min
4
What's the Difference Between 20 % and 40 %?
06:23 • 2min
5
Buffet and Buffets, Buffets and Buffet's Bids, Never Split the Mill.
08:24 • 2min
6
Howwa's Jeat?
10:03 • 2min
7
Alleghany vs Buffot
11:46 • 2min
8
Buffet's Buying Back Berkshire Shares?
14:07 • 2min
9
Buffet Munger's Report on the 98 Shareholders Beat
15:54 • 2min
10
The Intelligent Fanatics - A Review
17:33 • 4min
11
A Salesman's Guide to Getting Started With Direct Mail
21:16 • 2min
12
Then, You Can't Compete With Us, but You Cant.
23:20 • 5min
13
The New Automated Registers at Duncan Go for Ten Thousand Dollars
28:44 • 2min
14
I'm a Dd, I Should Have Been Loyal.
30:17 • 2min
15
Intendois - I'm a Little Bit, a Litle Bit.
31:58 • 2min
16
What Do You Expect to Earn as an Equity Investor Over the Next 20 or 30 Years?
33:40 • 2min
17
Is the Average Six? Or Where's the Average?
36:09 • 2min
18
The Lever Up the Balance Sheet by Reducing Shares
38:32 • 2min
19
Is Japan the Global Reserve Currency in the 19 Nineties?
40:12 • 2min
20
Is Japan a Good Proxy?
42:36 • 2min
21
Mortgage Rates Are Going Vertical
44:10 • 2min
22
I've Done It, I Don't Think It's Going to Happen.
45:45 • 2min
23
I'd Rather Buy It Now Than Than Than Ten Years Ago
47:41 • 3min
24
Oil Is the Natural Right?
50:15 • 3min
25
The Cost of Energy Consumption Is Still Real
53:24 • 2min
26
The Real Wages Aren't Up, They're Not Up That Much.
54:56 • 2min
27
Fusion Is the Answer to a Lot of Problems
56:45 • 3min