In this episode I discuss the young Canadian billionaire investor and entrepreneur Andrew Wilkinson. He's the co-founder of Tiny Ltd , which has been labelled a baby Berkshire Hathaway of Tech. It's a small-cap holding company comprising many previous company acquisitions, start-ups, and company investments.

Timestamps:

00:00 Andrew Wilkinson and Tiny Ltd intro

00:23 A Berkshire Hathaway of Tech

01:24 Buying like Buffett and Mark Leonard (Constellation Software)

02:22 Focusing on the businesses not the share price

03:14 Owning only wonderful businesses

04:28 Bootstrapping experience makes for better investing

05:43 Serial entrepreneurship since 2010

6:55 Discovering Warren Buffett and value investing

07:58 Getting to know Bill Ackman, Howard Marks, Warren Buffet and Charlie Munger

09:32 The 2023 Tiny and WeCommerce merger

10:24 Doing quick Buffett-like deals

11:11 Learning extreme delegation from Buffett

12:23 The power of anti-goals

12:47 Final thoughts

Related episodes:

Chuck Akre Said This About How to Find 100 Baggers

https://youtu.be/xoKe1AvquTI

Mohnish Pabrai Talks Constellation Software & Mark Leonard

https://youtu.be/xPI773-AE-I

As seen in this video, I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (refferal link): http://tikr.com/theartofvalue

Using a referral link helps support the pod, thanks!

The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664

Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

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