Monthly Archives: April 2018

EP7 Basics of Insurance Business and Warren Buffett’s Investment on GEIGO



Support this podcast through your donation: https://paypal.me/valueinvesting

In this episode, I discuss the following two topics.
1) Basics of insurance business in terms of how insurance companies make money and why Buffett likes them
2) Warren Buffett’s investment on an insurance company called GEIGO

Podcast Website: http://valueinvesting.blubrry.net/  Continue reading EP7 Basics of Insurance Business and Warren Buffett’s Investment on GEIGO


EP6 Why Warren Buffett Closed Down His Successful Investment Partnership



Support this podcast through your donation: https://paypal.me/valueinvesting

In this episode, I discuss the following two topics in Buffett’s investment partnership letters.
1) 1967 letter on why Buffett thinks that his past 10-year outstanding performance would not be replicated in the future
2) 1969 letter on the decision to liquidate Buffett’s investment partnership despite the incredibly successful past performance

Podcast Website: http://valueinvesting.blubrry.net/


EP5 Warren Buffett’s Views on Institutional Investors’ Underperformance and Diversification



Support this podcast through your donation: https://paypal.me/valueinvesting

In this episode, I discuss the following two topics in Buffett’s early investment partnership letters.
1) Buffett’s views on why institutional investors do not perform as well as the general market
2) Why Buffett thinks that a conventional diversification strategy does not make sense for his investment portfolio

Podcast Website: http://valueinvesting.blubrry.net/


EP4 Warren Buffett’s Ground Rules and Merger Arbitrage Strategy



Support this podcast through your donation: https://paypal.me/valueinvesting

In this episode, I discuss two topics regarding Buffett’s investment partnership.
1) Ground Rules For The Investment Partnership
2) Merger Arbitrage Strategy By Buffett

Podcast Website: http://valueinvesting.blubrry.net/