The Seafarer Investor

20. Investing Checklist, Guy Spier, and the Berkshire Annual meeting experience w/ Tom


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I'm having another fantastic guest today! Tom is running a growing investing youtube channel named Investing with Tom and also has a great podcast under the same name. Terrific conversation with Tom ahead as we talk about his investing checklist, biases and more especially on how he meets Guy Spier, a superinvestor I also admire, and his experience in attending the recent Berkshire Hathaway Annual Meeting. The episode is a treat to listen and I'm sure you will learn a lot from Tom. Give it a try. Enjoy!

Timestamps of the episode:

-How Tom started his investing journey and his youtube channel [02:15]

-The first investing book he read about value investing. [04:21]

-Tom talks about his own investing checklist in assessing a business. [07:12]

-How does Tom size his bets in his portfolio. [12:46]

-A good problem to have in your stock portfolio. [18:42]

-When to actually sell your stock and how selling is different in wherever country you are based. [20:53]

-Tom's portfolio allocation between NZ and US stocks. [24:22]

-What is Tom's worst investing bias to date and how he is dealing with it. [26:06]

-The story of how Tom met Guy Spier and the experience in meeting a superinvestor. [28:11]

-Tom shares his experience in attending the recent Berkshire Hathaway Annual meeting in Omaha. [35:55]

- Is the Berkshire Annual meeting following a cult or a pilgrimage for value investors? [39:28]

-Listening to Warren Buffet talk in person. [41:23]

-The See's peanut brittle and coke diet of Munger and Buffet. [45:00]

-Tom's key takeaways from the Berkshire annual meeting. [45:49]

-Tom talks a bit about Kelly Partners, Ltd., an Australian accounting firm serial acquirer. [48:06]

-Personal finance tips from Tom especially on beginner investors. [49:28]

- Great investing advice from Tom. [54:23]

Check out Tom's investing Youtube channel- https://m.youtube.com/investingwithtom

His another youtube channel with other great investors- https://youtube.com/channel/UCGIdm8-8HO83ZoaL3AXhQxQ

His podcast- https://theinvestingwithtompodcast.buzzsprout.com/

Connect with him on Twitter- http://twitter.com/tominvesting

Reach out to me in my Facebook page- https://fb.me/theseafarerinvestorpod

and thru my email- [email protected]

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The Seafarer InvestorBy Seoshin