Excess Returns

Interview: A Conversation about Buffett, Berkshire & High-Quality Shareholders w/ Professor Lawrence Cunningham


Listen Later

In this episode, we are joined by Lawrence Cunningham. He is a professor at George Washington University and one of the world's leading experts on Warren Buffett. He is also the author of many excellent investing books including "Dear Shareholder", "The Essays of Warren Buffett", "Quality Investing", and the upcoming "Quality Shareholders: How the Best Managers Attract and Keep Them".  

We discuss a wide range of topics, including:

- the key traits that have led to Warren Buffett's long-term success 

- the characteristics of a quality shareholder and what companies can do to attract and keep them 

- the impact of the rise of passive investing on corporate governance

- the most important attributes that can help to identify quality companies and whether they can be quantified. 

We hope you enjoy the discussion. 

FOLLOW PROFESSOR CUNNINGHAM ON TWITTER

https://twitter.com/cunninghamprof

ABOUT THE PODCAST

Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors.

SEE LATEST EPISODES

https://www.validea.com/excess-returns-podcast

FIND OUT MORE ABOUT VALIDEA

https://www.validea.com

FOLLOW OUR BLOG

https://blog.validea.com

FIND OUT MORE ABOUT VALIDEA CAPITAL

https://www.valideacapital.com

FOLLOW JACK Twitter:

https://twitter.com/practicalquant

LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094

FOLLOW JUSTIN Twitter:

https://twitter.com/jjcarbonneau

LinkedIn: https://www.linkedin.com/in/jcarbonneau

...more
View all episodesView all episodes
Download on the App Store

Excess ReturnsBy Excess Returns

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

74 ratings


More shows like Excess Returns

View all
Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,067 Listeners

Top Traders Unplugged by Niels Kaastrup-Larsen

Top Traders Unplugged

591 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

944 Listeners

Hedgeye Podcasts by Hedgeye Risk Management

Hedgeye Podcasts

200 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

796 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

360 Listeners

The Acquirers Podcast by Tobias Carlisle

The Acquirers Podcast

302 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,112 Listeners

Value Investing with Legends by Columbia Business School

Value Investing with Legends

211 Listeners

Value Hive Podcast by Brandon Beylo

Value Hive Podcast

94 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

454 Listeners

Yet Another Value Podcast by Andrew Walker

Yet Another Value Podcast

107 Listeners

Forward Guidance by Blockworks

Forward Guidance

272 Listeners

Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

Thoughtful Money with Adam Taggart

415 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

157 Listeners