This week we said goodbye to investing legend Charlie Munger, and I reflect on how Berkshire's stunning success is "only" about 20% pa compound - something that we should be able to replicate ourselves. Maybe not for 65 years though! It gives us something to aim for, and reinforces the vital quality of patience in investing.
It was wonderful to catch up with everyone at Mello Chiswick, chatting to many Stockopedia subscribers there, and hearing from superb speakers and some excellent companies too.
In this podcast I rattle through the 27 companies we wrote about in this week's Small Cap Value Reports on Stockopedia.
Hosted on Acast. See acast.com/privacy for more information.
UK Small/Mid Caps Podcast with Paul Scott