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I am a Malaysian, i want take this opportunity to say big thank you to Mr Hagstrom, i have less budget in 2017,so i bought your book/ a second hand one online. . i learned at least two concepts from your book which improving my value investing skills -1) focus investing 2) kelly criterion .. then it took me another 6-7 year to adjust my portfolio from 30-40 stocks to 5 stocks which weighting 70% of entire portfolio. i found this focus investing/buy and hold is very suit my style, easier and can solve SELL problem(buy is easier than sell) thank you Sir😊
Robert truly and fundamentally understands what he understands, and it makes me so happy to hear such well thought out and clear thinking on Warren and Berkshire. Also, him having researched and answering the question of how we ended up with modern portfolio theory as the prevailing paradigm is fascinating.
I hope it doesn't go away while I'm investing. My strategy has been to short modern portfolio theory through options, and I've been turning about 20% YoY returns.
Another element often forgotten is how Buffett was set up to avoid distractions. His wife cooked for him, kids were told not to interrupt him during work, he wasn't living on the UES talking to other residents about their portfolio. A single maniacal focus!
Actually Buffett during the Partnership days didn't really run a concentrated portfolio. He was diversified then while managing other people's money. It's only with Berkshire that he implemented concentrated positions. I'd say it's because he was buying businesses rather than running a portfolio at Berkshire.
Coca-Cola hit its hit in July 1998 $2.63 and it wouldn't hit that high again until Nov 2018. That's 20 years before it recovered. Berkshire Hathaway also trailed the S&P 500 for 20 years up until recently while owning Apple. My point is the market ebbs and flows. Entry point is important and so is duration. As Warren Buffett advises most of us should just by the index.
Do what I do. I don’t watch a podcast or discussion like this. What’s there to watch? Just put the phone in your pocket , headphones and listen while you walk, run, do dishes, sit on the couch alongside your kids while they watch cartoons.
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⚠ IMPORTANT: Please beware of cyber scams and phishing attacks. We will never ask for your contact info in the comments section. Kindly report suspicious accounts you see below. Thank you!
I am a Malaysian, i want take this opportunity to say big thank you to Mr Hagstrom, i have less budget in 2017,so i bought your book/ a second hand one online. .
i learned at least two concepts from your book which improving my value investing skills -1) focus investing 2) kelly criterion ..
then it took me another 6-7 year to adjust my portfolio from 30-40 stocks to 5 stocks which weighting 70% of entire portfolio.
i found this focus investing/buy and hold is very suit my style, easier and can solve SELL problem(buy is easier than sell)
thank you Sir😊
So happy you found it valuable! 💡
What a great interview. Well prepared host meets successful investor and market historian. I learned so much.
So happy you enjoyed the episode! 💯
i love that quote -- "easier than you think, harder than it looks"
Thanks for tuning in! 🙌
Thank you TIP!!!! Love Kyle as a host.
So happy to hear that! 🎉
I'm inconsistent with the commenting, but the content you guys are putting lately is top notch. Loving it 👌
Glad you enjoy it! ❤
Love it closing statement. So so so hard to practice. Thank you 🙏
Glad it was helpful! 🙏
Robert truly and fundamentally understands what he understands, and it makes me so happy to hear such well thought out and clear thinking on Warren and Berkshire. Also, him having researched and answering the question of how we ended up with modern portfolio theory as the prevailing paradigm is fascinating.
Great interview 👍
Thanks so much! 💯
I really enjoyed reading his new phenomenal book!!!
Glad you enjoyed it! 📖
Splendid discussion. Thanks.
Glad you enjoyed it! 🎉
Great books
Fantastic
Thank you! Cheers! 🎉
I hope it doesn't go away while I'm investing. My strategy has been to short modern portfolio theory through options, and I've been turning about 20% YoY returns.
Berkshire returns are similar to the s&p500 but the risk of loss is much lower
Another element often forgotten is how Buffett was set up to avoid distractions. His wife cooked for him, kids were told not to interrupt him during work, he wasn't living on the UES talking to other residents about their portfolio. A single maniacal focus!
Thanks for sharing! 🙂
Actually Buffett during the Partnership days didn't really run a concentrated portfolio. He was diversified then while managing other people's money. It's only with Berkshire that he implemented concentrated positions. I'd say it's because he was buying businesses rather than running a portfolio at Berkshire.
Coca-Cola hit its hit in July 1998 $2.63 and it wouldn't hit that high again until Nov 2018. That's 20 years before it recovered. Berkshire Hathaway also trailed the S&P 500 for 20 years up until recently while owning Apple. My point is the market ebbs and flows. Entry point is important and so is duration. As Warren Buffett advises most of us should just by the index.
Hasn't Berkshire Hathaway consistently outperformed the S&P 500 since 1965?
😃😃👍 Charlie Munger 👍👏👏
Dude, please stop nodding your head every two seconds. It’s so distracting to the viewer. I’m not even sure I can finish this episode.
Do what I do. I don’t watch a podcast or discussion like this. What’s there to watch? Just put the phone in your pocket , headphones and listen while you walk, run, do dishes, sit on the couch alongside your kids while they watch cartoons.
@@pytulyn1that’s a great idea
😂