046: Deciding Not To Clone Seth Klarman On Intel

1

Introduction

00:00 • 2min

2

Amazon Unbound by Bradstone - I'm Ready to Move On

02:04 • 2min

3

The House That Jackma Built by Duncan Clark by Seth Clarman

04:27 • 2min

4

How to Invest in Value Investing With Swen Carlin

06:43 • 3min

5

The Data Area Is Where They're Seeing Growth Opportunity

09:20 • 2min

6

Can Intil a Become Apple?

11:34 • 3min

7

IBM - What's Going to Happen With That Part of Your Business?

14:10 • 3min

8

The Tiger Management Segment - Is There an Edge?

16:42 • 4min

9

Will Intel Be a Money Maker?

20:48 • 2min

10

Is There a One in a Generation Opportunity?

23:05 • 4min

11

Temper Seale International, T P X, Into My Universe

27:01 • 3min

12

Investing in Ring Energy

30:30 • 3min

13

How to Stay Organized When It's Time to Sell

33:02 • 3min

14

P D P v Ten Oil, 69 Dollars Higher Than the 62 Dollars

36:19 • 2min

15

The Market Is Looking Good for Oil, and Is It Going to Continue?

37:54 • 2min

16

Ther and Mc Kinney's Ring a - What Will It Sell at 31 and a Half Million Dollars?

40:07 • 2min

17

The Market Didn't Like That, Because They Had to Lock in That Cash Flow

42:28 • 1min

18

Oil and Gas - Bank Debt Reaffirmed

43:49 • 1min

19

The Price of Oil Is at 80 Dollars

45:07 • 4min

20

Ali Baba

49:32 • 2min

21

I'm Going to Dive in Deep on Alibaba

51:37 • 3min

22

Investing Deep on Ali Baba

54:29 • 3min

23

Being Extremely Accurate About the Present, Not Duable or Important

57:38 • 4min

24

What I Know About Uhall, Is That They Have a Competitive Advantage?

01:01:53 • 3min

25

The Storage Business - Charley Mungers, Inc.

01:04:48 • 2min

26

Tiger Management - I'm Going to Have a High Conviction About the Upside

01:06:44 • 3min

27

I'm the Narcissistic American, From 19 79

01:09:28 • 3min

28

The World's Opening Back Up

01:12:21 • 2min

29

Vaccination Rates Are Up a Lot in the United Kingdom

01:14:07 • 2min

30

Hospitalizations in the U.S.

01:16:36 • 3min

31

Is This Variant Spread Going to Spread?

01:19:29 • 3min

32

What's Going to Happen to the Stock Market?

01:22:47 • 2min

33

Investing Outside of Your Circle of Competence

01:24:35 • 2min

34

BERKshire Has Full Approval Over All Sales and Joint Ventures

01:27:02 • 3min

35

What's Going on With Berkshire Hattheway?

01:29:52 • 2min