I got together with my friend Dante Albertini of Omaha Capital and a group of Peruvian investors to discuss our impressions of the 2020 Berkshire Hathaway Annual General Meeting. We also discussed the world economy, the state of the markets, and coronavirus.
More about Dante Albertini here:
https://www.linkedin.com/in/dante-albertini-8387491/?originalSubdomain=pe
Full transcript available here: https://aqfd.docsend.com/view/h6m5vjp4dewnp9b7
Contents:
Covid’s Impact on the Economy (00:01:15)
Long-Term Holding Expectations (00:08:00)
Lessons from Bad Investing Experiences (00:16:33)
Warren Buffet Lunch Photographs (00:23:04)
Quantitative Easing (00:29:16)
Impact of Trump & Adjusting to Covid (00:36:16)
China vs US (00:45:09)
Making Investment Decisions (00:50:34)
Managing Information Overload (00:58:06)
Going from Success to Significance (01:07:28)
The Education of a Value Investor