Show notes
On this episode of Chit Chat Stocks, Brett and Ryan speak with Alex Morris from the TSOH Investing Research Service about his new bookBuffett and Munger Unscripted: Three Decades of Investment and Business Insights from the Berkshire Hathaway Shareholder Meetings.They discuss:
(02:55) Inspiration Behind the Book
(05:04) Target Audience for the Book
(06:59) Compiling Insights from Annual Meetings
(09:40) Repetitive Themes in Buffett and Munger's Talks
(11:43) Favorite Timeframes of Meetings
(13:17) Key Lessons from the Book
(13:46) Incentive Structures in Business
(21:09) Continual Learning as an Investor
(24:36) Avoiding Difficult Decisions
(28:10) Lessons Learned About Buffett and Munger
(30:28) Understanding Buffett and Munger's Philosophy
(33:43) Applying Lessons from Buffett and Munger
(35:08) The Debate on Diversification vs. Concentration
(37:14) Interpreting Investment Styles and Risk
(40:18) Exploring TSOH Investment Research
(46:01) Future Coverage and Insights on Companies
BUY THE BOOK OUT NOW:https://www.amazon.com/Buffett-Munger-Unscripted-Investment-Shareholder/dp/1804090670
TSOH Investing Research Service:https://thescienceofhitting.com/
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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
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