Intelligent Investor
Intelligent Investor
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Відео

Charlie Munger: you should never believe in business projections
Переглядів 1,4 тис.2 години тому
Question 30, 1995 Berkshire Hathaway Shareholder Meeting
Why Berkshire never sell the business it owns?
Переглядів 7824 години тому
Question 29, 1995 Berkshire Hathaway Shareholder Meeting
Warren Buffett comment on the book of "Security Analysis"
Переглядів 30414 годин тому
Question 28, 1995 Berkshire Hathaway Shareholder Meeting
Warren Buffett: What is moat, and why is it so important?
Переглядів 89619 годин тому
Question 25, 1995 Berkshire Hathaway Shareholder Meeting
Why Warren Buffett never use DCF model to value a company
Переглядів 10 тис.21 годину тому
Question 21, 1995 Berkshire Hathaway Shareholder Meeting
What's Warren Buffett's succession plan back in 1995?
Переглядів 893День тому
Question 20, 1995 Berkshire Hathaway Shareholder Meeting
Buffett on why derivatives are dangerous
Переглядів 1,3 тис.День тому
Question 14, 1995 Berkshire Hathaway Shareholder Meeting
Buffett explains why he doesn't invest in tech company
Переглядів 899День тому
Question 11, 1995 Berkshire Hathaway Shareholder Meeting
What's the edge of Berkshire's Insurance business?
Переглядів 16314 днів тому
Question 9, 1995 Berkshire Hathaway Shareholder Meeting
Why Buffett's children are Berkshire Hathaway's directors?
Переглядів 1,6 тис.14 днів тому
Question 6, 1995 Berkshire Hathaway Shareholder Meeting
The Best of 1994 Berkshire Hathaway Shareholder Meeting
Переглядів 20214 днів тому
0:00:00 Buffett's view on Derivatives 0:03:01 Cashflow requirement when buying business 0:05:48 Why BRK never split its stock 0:08:10 How to find good management 0:11:42 How to retain good management 0:17:04 No worry if Buffett leaves BRK 0:20:03 Don't worry about what others think about a stock 0:22:13 Bill Ackman's question 0:24:41 View on Tobacco industry 0:25:57 Book recommendation 0:28:42 ...
What does Warren Buffett learn from John Keynes?
Переглядів 69914 днів тому
Question 78, 1994 Berkshire Hathaway Shareholder Meeting
Why is Warren Buffett willing to buy a business that doesn't grow at all?
Переглядів 2,2 тис.14 днів тому
Question 77, 1994 Berkshire Hathaway Shareholder Meeting
How does Warren Buffett calculate intrinsic value of a business?
Переглядів 99921 день тому
Question 75, 1994 Berkshire Hathaway Shareholder Meeting
Does Buffett do currency hedge in his investment, and why?
Переглядів 48921 день тому
Does Buffett do currency hedge in his investment, and why?
What's Warren Buffett's view about LVMH group?
Переглядів 2,5 тис.21 день тому
What's Warren Buffett's view about LVMH group?
Warren Buffett on when you should bet heavily on a business/stock?
Переглядів 1,7 тис.21 день тому
Warren Buffett on when you should bet heavily on a business/stock?
remember the days when Berkshire was not in the S&P 500 index?
Переглядів 43321 день тому
remember the days when Berkshire was not in the S&P 500 index?
Buffett to investor: don't buy a company just because media say I bought them
Переглядів 69121 день тому
Buffett to investor: don't buy a company just because media say I bought them
Is breaking Berkshire into smaller entities a good idea?
Переглядів 34328 днів тому
Is breaking Berkshire into smaller entities a good idea?
A happy shareholder compliments Warren and Charlie
Переглядів 92328 днів тому
A happy shareholder compliments Warren and Charlie
Warren Buffett's comment on Peter Lynch
Переглядів 2,1 тис.28 днів тому
Warren Buffett's comment on Peter Lynch
You don't need too much information to make good investment decision
Переглядів 3,6 тис.Місяць тому
You don't need too much information to make good investment decision
Warren Buffett explains why Berkshire has so much cash
Переглядів 2,4 тис.Місяць тому
Warren Buffett explains why Berkshire has so much cash
How does high interest rate affect business value?
Переглядів 1,1 тис.Місяць тому
How does high interest rate affect business value?
What's the nature of Berkshire as a company?
Переглядів 424Місяць тому
What's the nature of Berkshire as a company?
What is Warren Buffett's view on financial risk?
Переглядів 1,6 тис.Місяць тому
What is Warren Buffett's view on financial risk?
Warren Buffett: Charlie and I never have any opinion about the stock market
Переглядів 1,5 тис.Місяць тому
Warren Buffett: Charlie and I never have any opinion about the stock market
Is globalizaion inevitable for companies?
Переглядів 367Місяць тому
Is globalizaion inevitable for companies?

КОМЕНТАРІ

  • @janreichenbach265
    @janreichenbach265 2 дні тому

    Warren Buffett said repeatedly (look for his talk given to students at the Terry school of Business in 2001), "Discount future cash against present value" / aka intrinsic value is simply the present value of all future cash flows an asset will generate (no matter if it's an apartment building or company). Sounds A LOT like a DCF model to me ... weird headline for this video.

    • @WhatAreYouSayin
      @WhatAreYouSayin День тому

      Yes, but... the DCF should be so blatantly simple that you should be able to do it in your hard. Monish Pabrai talks about how Buffet valued coke on youtube - worth a watch if interested. Generally, if the company's worth is either undervalued or overvalued depending on the selection of the revenue growth rate, terminal value growth rate, and/or the discount rate then you are not doing it the Buffet way. If a company is selling for a cheap multiple ( say <4x FCF in an industry that usually sells for 10x FCF), operates in a growing market, has a long runway, has loyal customers who will be here in 10-20+ years, and has strong financial fundamentals - then you don't need to run a DCF. You have just proven the business is cheap (4x FCF implies all invested capital could be returned to investors in 4 years), is relatively cheap (other market comps trade for much more), is strong (good customer base), and will last (loyal customers + market runway).

  • @AnthonyWilliams-ew3wp
    @AnthonyWilliams-ew3wp 3 дні тому

    This guy loves the sound of his own voice

  • @shankarbalakrishnan2360
    @shankarbalakrishnan2360 5 днів тому

    Sometimes wasting ur life is better than being important ❤❤🎉🎉

  • @damiandamiano3651
    @damiandamiano3651 5 днів тому

    No one giveva shid, model wtf just buy and get dis shid pompin

  • @Johnsmith46392
    @Johnsmith46392 7 днів тому

    This is the exact question that I’ve wanted to ask him for decades. Thank you for posting it and thank you to Berkshire for recording all of these meetings.

  • @guilhermelana4058
    @guilhermelana4058 8 днів тому

    🙏🙏

  • @daveb4446
    @daveb4446 8 днів тому

    What makes the tech industry so difficult to invest in is that a product can be perfectly good but completely fail because it doesn’t get adopted. Being a good product doesn’t matter when demand is often very irrational and unfair.

  • @shankarbalakrishnan2360
    @shankarbalakrishnan2360 9 днів тому

    Fascinating i made 3369 in one how come haha is god true woohoo

  • @shankarbalakrishnan2360
    @shankarbalakrishnan2360 9 днів тому

    I am making it on my own no company so boring truth is at times when u look around

  • @shankarbalakrishnan2360
    @shankarbalakrishnan2360 10 днів тому

    The diff between u and wealth managers they help u live monthly and not create wealth like u❤❤🎉🎉

  • @thomasmccallion8814
    @thomasmccallion8814 10 днів тому

    Incredible to see him so casually warn about something that would turn into such a catastrophe over a decade later. He's always had his eye on the ball

  • @Hatchet-Jack
    @Hatchet-Jack 10 днів тому

    So, Buffett is warning in 1995 about derivatives that ended up causing the financial crisis in 2008.

  • @shankarbalakrishnan2360
    @shankarbalakrishnan2360 11 днів тому

    If any of u plan to take a professor role i will surely wont attend your classes i sleep well❤❤🎉🎉

  • @risingforce9291
    @risingforce9291 12 днів тому

    Now THAT is the wrong kind of mindset. If you have enough capital, as long as you hold on a safe and adequate amount. You should risk the other portion into tech, with proper research of course.

  • @shankarbalakrishnan2360
    @shankarbalakrishnan2360 12 днів тому

    Im a zero sum game the more I teach u the less u know❤❤😂😂

  • @williamkim9494
    @williamkim9494 12 днів тому

    listening to this sounds like sex to me. so beautiful. it sounds like money. it sounds like lots of money. it sounds like lots of profit. how beautiful.

  • @shankarbalakrishnan2360
    @shankarbalakrishnan2360 12 днів тому

    Red in markets

  • @shankarbalakrishnan2360
    @shankarbalakrishnan2360 13 днів тому

    How much hard u try u cant see other or more dimensions❤❤🎉🎉

  • @shankarbalakrishnan2360
    @shankarbalakrishnan2360 14 днів тому

    No interest rates no margin just balls❤❤🎉🎉

  • @bungun8857
    @bungun8857 14 днів тому

    Nepotism at its finest.

    • @MrShikaga
      @MrShikaga 4 дні тому

      Dude, did you watch the video? It’s not nepotism, it’s tax avoidance.

  • @shankarbalakrishnan2360
    @shankarbalakrishnan2360 15 днів тому

    Conquering urself guys nit the world eventough it's boring unrecognized and difficult it will make u look a better person for sure

  • @shankarbalakrishnan2360
    @shankarbalakrishnan2360 15 днів тому

    Went from loss to profit a conviction but respect❤❤🎉🎉

  • @shankarbalakrishnan2360
    @shankarbalakrishnan2360 16 днів тому

    Clap chaps for u❤❤🎉🎉 im a gen z hope u fall into a category like gen aaa

  • @rogerlaisiuwakk
    @rogerlaisiuwakk 18 днів тому

    Very important clip. Thanks

  • @shankarbalakrishnan2360
    @shankarbalakrishnan2360 18 днів тому

    Sorry guys life is difficult when do we move forward when do we move backward and when do we stay stagnant

  • @shankarbalakrishnan2360
    @shankarbalakrishnan2360 20 днів тому

    Good new word vibecession how good the economy doing vs personal financial standing❤❤🎉🎉 i belive value of money has been eroded

  • @caleb6595
    @caleb6595 20 днів тому

    It’s called insider trading it’s really cool. It’s where you get selected by the cia via nepotism, then they give you phone calls in advance of big political moves. Then you profit. Only, they expect you to back their degenerate global schemes with your newfound money.

  • @shankarbalakrishnan2360
    @shankarbalakrishnan2360 20 днів тому

    U only. compromise u dont sacrifice thats why u don't move u use

  • @shankarbalakrishnan2360
    @shankarbalakrishnan2360 20 днів тому

    Im busy warren thks u have a life

  • @nimaelyasi4287
    @nimaelyasi4287 21 день тому

    And the man worked through the rest of his life at Berkshire until he died. RIP!

  • @liyexiang666
    @liyexiang666 22 дні тому

    Just that? Cost of hedging is high therefore no hedge. What about the cost of not hedging?i really didn't hear him mentioning that part

    • @tibosaka
      @tibosaka 21 день тому

      There was no efficient way to hedge from currencies, but from 01/09/2009 there is now

  • @shankarbalakrishnan2360
    @shankarbalakrishnan2360 22 дні тому

    As I said if u don't have a were business models just leave the regular business models as it is❤❤🎉🎉

  • @shankarbalakrishnan2360
    @shankarbalakrishnan2360 22 дні тому

    Im the small little Brahman what are u

  • @latjjtal
    @latjjtal 23 дні тому

    this the longest question ever lol

  • @shankarbalakrishnan2360
    @shankarbalakrishnan2360 23 дні тому

    Some people are really bad warren i thought it was a good in an act of bad not so❤❤🎉🎉 redemption is good all

  • @shankarbalakrishnan2360
    @shankarbalakrishnan2360 23 дні тому

    Thks

  • @shankarbalakrishnan2360
    @shankarbalakrishnan2360 23 дні тому

    Why leave

  • @cervelo9465
    @cervelo9465 23 дні тому

    From year 2000 to year 2024 the LVMH has returned 690% just done the calculations using Yahoo Finance / Yahoo Charts.

  • @shankarbalakrishnan2360
    @shankarbalakrishnan2360 23 дні тому

    I told u I can find something for us to do let others do the world we will help in changing it LVMH at heary

  • @shankarbalakrishnan2360
    @shankarbalakrishnan2360 23 дні тому

    Im a superstar pray we dont have invasion of countries but ur souls

  • @shankarbalakrishnan2360
    @shankarbalakrishnan2360 24 дні тому

    Leadership stems from living and not the otherway round

  • @shankarbalakrishnan2360
    @shankarbalakrishnan2360 25 днів тому

    Everybody should learn about the stock market it will show u everyday is imp u could rich or poor in a day❤❤🎉🎉

  • @shankarbalakrishnan2360
    @shankarbalakrishnan2360 25 днів тому

    Cant u guys be more creative thats why u want to be friends with me❤❤🎉🎉

  • @SkepticButOptimist
    @SkepticButOptimist 25 днів тому

    Class act of Sandy Gottesman for this

  • @shankarbalakrishnan2360
    @shankarbalakrishnan2360 25 днів тому

    Im not into theories im just into doing and let doing❤❤🎉🎉

  • @shankarbalakrishnan2360
    @shankarbalakrishnan2360 25 днів тому

    My nature is try to live others try to dodge thats what is happening

  • @shankarbalakrishnan2360
    @shankarbalakrishnan2360 26 днів тому

    Markets are up for an hour of trading for Diwali

  • @shankarbalakrishnan2360
    @shankarbalakrishnan2360 26 днів тому

    Would u could u get lucky so lucky u❤❤🎉🎉

  • @msmanchez626
    @msmanchez626 26 днів тому

    Goat

  • @cervelo9465
    @cervelo9465 28 днів тому

    1994 :- $1 billion in cash at Berkshire 2024 :- $277 billion in cash at Berkshire

    • @Bugnetblue
      @Bugnetblue 24 дні тому

      Glad I own a little bit of BRK.B.