David Samra

David Samra, Managing Director at Artisan Partners, delves into the fascinating world of Samsung, the fifth most valuable brand globally. He reveals how Samsung's true profit drivers lie in semiconductors rather than consumer electronics and discusses the company's evolution from component manufacturer to tech titan. The conversation also covers the significance of Extreme Ultraviolet technology, market dynamics in South Korea, and the advantages of conservative financing strategies. Samra paints a vivid picture of Samsung's strategic maneuvers in a competitive landscape.

Guest David Samra and hosts discuss international value investing strategies, importance of learning from mistakes, analyzing top holdings' profitability, patience in investing, valuations of US vs. international stocks, and Jack Ma's investment strategies.

Warren Buffett, the "Oracle of Omaha," shares his investment wisdom during a lively Q&A with Berkshire Hathaway shareholders. He discusses everything from global tariffs to his recent correspondence with Apple CEO Tim Cook. Steve Kovach elaborates on Apple's earnings and the impacts of tariffs, while David Samra highlights Berkshire’s international investments, including Japan. Ajit Jain provides insights into the insurance industry’s future as it adapts to new challenges. This engaging dialogue captures the essence of strategic investment and corporate dynamics.