My Conversation with Bogumil Baranowski of Talking Billions
Contents:
Talking Billions – What it means to lead a rich life beyond money (00:00:00)
Shaped by the Early Years (00:04:11)
Math – Language of the Universe (00:16:11)
From Law to Investing (00:22:47)
I Paint With My Mind (incl. Lessons from Buffett & Munger) (00:31:21)
Beauty of Compounding (00:38:26)
Learning from Mistakes & Being the Least Wrong (00:40:33)
Investing Alongside Clients & Playing the Long Game (00:58:34)
The Land of Misfit Toys (01:07:54)
Defining Success (01:12:06)
My Conversation with Guy Spier of Aquamarine Capital
- Visa (V) research report
- Podcast Transcript
Contents:
Who is Michael McCloskey? (00:00:00)
The Connection to Berkshire Hathaway (00:05:29)
Importance of Family (00:14:54)
The GreensKeeper Alumni (00:24:49)
A Research Report on Visa (00:30:52)
Risks in the World of Payment Networks (00:45:18)
Buy Now Pay Later Plans (01:08:55)
A Detour About AmEx and Mastercard (01:22:38)
What is Inspiring About Mathematics? (01:36:52)
The Art of Writing Books (01:44:45)
My Conversation with Scott Reardon of Dakota Value Funds
Contents:
Daily Journal annual meeting (1:00)
What the Berkshire annual meeting is like (3:00)
Sharing in the value community (7:30)
Founding and running Greenskeeper (20:00)
Investment philosophy (26:00)
Valuation (32:00)
Making time your friend (37:00)
Quality businesses mean investors don’t have to trust you as much (42:00)
Life’s sameness (48:00)