Tune in to my conversation with
Scott Reardon of Dakota Value Funds.


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


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)