Tune in to 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)
Tune in to my conversation with
Guy Spier of Aquamarine Capital.
| Visa (V) research report | Podcast Transcript |
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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)