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TIP508: Berkshire's Purchase of TSM & Meta "Doomsday" Analysis
We Study Billionaires - The Investor’s Podcast Network
What Really Matters Is Owners Earnings
A company's increase in long-term shareholder value does not come from the growth of the top line revenue. What really matters is how those earnings are being deployed, whether that be reinvesting back into the business or issuing a dividend. Todd Combs, who is the CEO of GEICO and a portfolio manager for Berkshire, recently spoke at the Graham and Dodd annual breakfast. He stated that at Berkshire, they focus on owners earnings.
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