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Deep Dive into Berkshire Hathaway, Intrinsic Value, and Portfolio Strategies with the Intrinsic Value Podcast
Manage episode 484841511 series 3422773
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:
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
559 episodes
Deep Dive into Berkshire Hathaway, Intrinsic Value, and Portfolio Strategies with the Intrinsic Value Podcast
The Investing for Beginners Podcast - Your Path to Financial Freedom
Manage episode 484841511 series 3422773
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:
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
559 episodes
All episodes
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