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Content provided by Andrew Sather & Glassbox Media, By Andrew Sather, and Dave Ahern | Stock Market Guide to Buying Stocks like. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andrew Sather & Glassbox Media, By Andrew Sather, and Dave Ahern | Stock Market Guide to Buying Stocks like or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Deep Dive into Berkshire Hathaway, Intrinsic Value, and Portfolio Strategies with the Intrinsic Value Podcast

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Manage episode 484841511 series 3422773
Content provided by Andrew Sather & Glassbox Media, By Andrew Sather, and Dave Ahern | Stock Market Guide to Buying Stocks like. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andrew Sather & Glassbox Media, By Andrew Sather, and Dave Ahern | Stock Market Guide to Buying Stocks like or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of 'Investing for Beginners,' we welcome Shawn and Daniel from the Intrinsic Value Podcast to discuss various investing topics, including their recent trip to the Berkshire Hathaway annual meeting.

The conversation covers insights from the meeting, key observations about Warren Buffett's announcement on Greg Abel, and reflections on Berkshire's future. Shawn and Daniel also share their process for sourcing investment ideas, analyzing companies, and determining intrinsic value. They explain how they balance conviction and safety in their investment portfolios and reveal the significance of documenting a detailed investment thesis.

00:28 Berkshire Hathaway Meeting Insights

01:22 Warren Buffett's Big Announcement

03:25 Reflections on the Meeting

06:46 Future of Berkshire Hathaway

13:23 Podcasting and Investment Strategies

15:22 Researching and Pitching Stocks

24:22 Evaluating Investment Opportunities

33:15 Researching Investment Ideas

33:29 Analyzing Company Filings

34:27 Using Financial Tools and Resources

34:50 Evaluating Investment Theses

35:31 The Importance of Earnings Calls

36:00 Leveraging External Research

36:59 Writing and Reflecting on Investment Decisions

44:53 Understanding Intrinsic Value

Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.

Today’s show is sponsored by:

Go to ⁠⁠⁠⁠SHOPIFY.COM/beginners⁠⁠⁠⁠ to start selling with Shopify today.

Get your summer savings and shop premium wireless plans at ⁠⁠⁠⁠MintMobile.com/beginners⁠⁠⁠⁠

Today's show is sponsored by BetterHelp

Get 10% off your first month today with ⁠⁠BetterHelp⁠⁠

More from Shawn and Daniel:

Intrinsic Value Podcast

Intrinsic Value Community

What do Dave and Andrew recommend?

Andrew works really hard to find the best insights he can every single month at ⁠⁠⁠⁠Value Spotlight⁠⁠⁠⁠. To see a sample of his previous work, go to ⁠⁠⁠⁠stockwriteup.com⁠⁠⁠⁠.

Have questions? Send them to ⁠⁠⁠⁠[email protected]

⁠⁠⁠⁠⁠

SUBSCRIBE TO THE SHOW ⁠⁠⁠⁠⁠
Apple⁠⁠⁠⁠ | ⁠⁠⁠⁠Spotify⁠⁠⁠⁠ | ⁠⁠⁠⁠YouTube⁠⁠⁠⁠ | ⁠⁠⁠⁠Amazon⁠⁠⁠⁠ | ⁠⁠⁠⁠Tunein⁠⁠⁠⁠

For sponsorship inquiries, reach out to us at ⁠⁠⁠⁠[email protected]⁠⁠⁠⁠.

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

559 episodes

Artwork
iconShare
 
Manage episode 484841511 series 3422773
Content provided by Andrew Sather & Glassbox Media, By Andrew Sather, and Dave Ahern | Stock Market Guide to Buying Stocks like. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andrew Sather & Glassbox Media, By Andrew Sather, and Dave Ahern | Stock Market Guide to Buying Stocks like or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of 'Investing for Beginners,' we welcome Shawn and Daniel from the Intrinsic Value Podcast to discuss various investing topics, including their recent trip to the Berkshire Hathaway annual meeting.

The conversation covers insights from the meeting, key observations about Warren Buffett's announcement on Greg Abel, and reflections on Berkshire's future. Shawn and Daniel also share their process for sourcing investment ideas, analyzing companies, and determining intrinsic value. They explain how they balance conviction and safety in their investment portfolios and reveal the significance of documenting a detailed investment thesis.

00:28 Berkshire Hathaway Meeting Insights

01:22 Warren Buffett's Big Announcement

03:25 Reflections on the Meeting

06:46 Future of Berkshire Hathaway

13:23 Podcasting and Investment Strategies

15:22 Researching and Pitching Stocks

24:22 Evaluating Investment Opportunities

33:15 Researching Investment Ideas

33:29 Analyzing Company Filings

34:27 Using Financial Tools and Resources

34:50 Evaluating Investment Theses

35:31 The Importance of Earnings Calls

36:00 Leveraging External Research

36:59 Writing and Reflecting on Investment Decisions

44:53 Understanding Intrinsic Value

Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.

Today’s show is sponsored by:

Go to ⁠⁠⁠⁠SHOPIFY.COM/beginners⁠⁠⁠⁠ to start selling with Shopify today.

Get your summer savings and shop premium wireless plans at ⁠⁠⁠⁠MintMobile.com/beginners⁠⁠⁠⁠

Today's show is sponsored by BetterHelp

Get 10% off your first month today with ⁠⁠BetterHelp⁠⁠

More from Shawn and Daniel:

Intrinsic Value Podcast

Intrinsic Value Community

What do Dave and Andrew recommend?

Andrew works really hard to find the best insights he can every single month at ⁠⁠⁠⁠Value Spotlight⁠⁠⁠⁠. To see a sample of his previous work, go to ⁠⁠⁠⁠stockwriteup.com⁠⁠⁠⁠.

Have questions? Send them to ⁠⁠⁠⁠[email protected]

⁠⁠⁠⁠⁠

SUBSCRIBE TO THE SHOW ⁠⁠⁠⁠⁠
Apple⁠⁠⁠⁠ | ⁠⁠⁠⁠Spotify⁠⁠⁠⁠ | ⁠⁠⁠⁠YouTube⁠⁠⁠⁠ | ⁠⁠⁠⁠Amazon⁠⁠⁠⁠ | ⁠⁠⁠⁠Tunein⁠⁠⁠⁠

For sponsorship inquiries, reach out to us at ⁠⁠⁠⁠[email protected]⁠⁠⁠⁠.

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

559 episodes

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