Bhav @13bhavsingh
Melbourne, Victoria Joined January 2020-
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The best pieces of advice that you'll hear today.
Li Lu recounts how Charlie Munger read Barron’s for over 40 years and only got one investment idea from it Investing is about extreme patience combined with extreme decisiveness
The Story of Berkshire Hathaway By Michael J Mauboussin
In 1986 Berkshire ran an ad in the Wall Street Journal as a way to find businesses to buy. Just look at the requirements : Simple
This thread is based on the brilliant book from @brettgardner_10 One of the most underrated works on Buffett’s early philosophy and deep value mindset. Highly recommended for any serious investor.
A Mohnish Pabrai (@MohnishPabrai ) interview with Graham & Doddsville back in 2008. He talks about the importance he places on management , when he thinks of selling an investment and which company characteristics attract him.
Do you know the worst deal that Warren Buffett has ever made ? That was buying Dexter Shoe in 1993 for 25 203 Class A Berkshire Shares. Dexter is now basically worthless. Take a look at his commentary on Dexter in his 1993 shareholder letter before everything went bust.
Warren Buffett writes on what we can learn from his real estate investments
🚨 Berkshire Hathaway Q1’25 Moves — Buffett shifting ultra defensive? 1⃣ Equity exposure cut to 5-year lows: $258.7B 2⃣ Major bank exit: - Fully closed $C ($1.12B) & $NU ($475M) - Cut $BAC by $2.17B - Trimmed $COF by $56.7M 3⃣ Massive new buy: $STZ ($1.16B) 4⃣ Added over $100M…
Charlie Munger said that Li Lu was the only outsider he ever trusted with his money. Decades before Li Lu made Munger half a billion dollars Li survived one of the most horrific childhoods imaginable. This is a story you absolutely cannot miss.
Charlie Munger shreds the conventional wisdom on foundation investing
What I Learned in Business School By Warren Buffett
Warren Buffett on what caused the 2008 global financial crisis One of my favorite clips of him. Simple explanation but spot on

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