Such an incredible course! Thank you so much for your generosity and wisdom. As with all your other material, the quality of information and your approach to teaching is exceptional.
An emotional feeling with the last class that I finished today which I started in Dec22. The way you have mastered the Valuation is unreal with practical masalas from around the World and not just limited to US listed companies. I will always cherish this learning journey which you are providing for free on this platform. I cant express how grateful I am for lessons I learnt from your classes. Not enough words but thank you so much Aswath sir 🙏
The argument during the Berkshire Shareholder meeting was concerning Apple bing 35% of their portfolio. Warren Buffett said that is not accurate as that 35% only counts the marketable securities as they have many many other operating businesses, all producing cash flow. So you should consider the entire value of berkshire as the denominator as that is the sum of all their operating businesses + net debt.
So let's just take the portfolio consists of marketable securities and 35% in single security is still a big chunk of investment!! That doesn't seem to be the best diversified security portfolio. Just my views.
Such an incredible course! Thank you so much for your generosity and wisdom. As with all your other material, the quality of information and your approach to teaching is exceptional.
What a great course and professor! Thanks for posting it and sharing you wisdom!
An emotional feeling with the last class that I finished today which I started in Dec22. The way you have mastered the Valuation is unreal with practical masalas from around the World and not just limited to US listed companies. I will always cherish this learning journey which you are providing for free on this platform. I cant express how grateful I am for lessons I learnt from your classes. Not enough words but thank you so much Aswath sir 🙏
Hey there, what an increidible course! Does it have any certification so we can add it to our CV and Linkedin?
Cheers
The argument during the Berkshire Shareholder meeting was concerning Apple bing 35% of their portfolio. Warren Buffett said that is not accurate as that 35% only counts the marketable securities as they have many many other operating businesses, all producing cash flow. So you should consider the entire value of berkshire as the denominator as that is the sum of all their operating businesses + net debt.
So let's just take the portfolio consists of marketable securities and 35% in single security is still a big chunk of investment!! That doesn't seem to be the best diversified security portfolio. Just my views.
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