In this episode of 'Investing for Beginners,' we welcome Shawn and Daniel from the Intrinsic Value Podcast to discuss various investing topics, including their recent trip to the Berkshire Hathaway annual meeting.

The conversation covers insights from the meeting, key observations about Warren Buffett's announcement on Greg Abel, and reflections on Berkshire's future. Shawn and Daniel also share their process for sourcing investment ideas, analyzing companies, and determining intrinsic value. They explain how they balance conviction and safety in their investment portfolios and reveal the significance of documenting a detailed investment thesis.

00:28 Berkshire Hathaway Meeting Insights

01:22 Warren Buffett's Big Announcement

03:25 Reflections on the Meeting

06:46 Future of Berkshire Hathaway

13:23 Podcasting and Investment Strategies

15:22 Researching and Pitching Stocks

24:22 Evaluating Investment Opportunities

33:15 Researching Investment Ideas

33:29 Analyzing Company Filings

34:27 Using Financial Tools and Resources

34:50 Evaluating Investment Theses

35:31 The Importance of Earnings Calls

36:00 Leveraging External Research

36:59 Writing and Reflecting on Investment Decisions

44:53 Understanding Intrinsic Value

Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.

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More from Shawn and Daniel:

Intrinsic Value Podcast

Intrinsic Value Community

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