The Intrinsic Value Podcast - The Investor’s Podcast Network

MI Rewind: Warren Buffett, Charlie Munger, and Berkshire Hathaway w/ Adam Mead

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Robert Leonard chats with Adam Mead about his book, “The Complete Financial History of Berkshire Hathaway: A Chronological Analysis of Warren Buffett and Charlie Munger's Conglomerate Masterpiece.”

Aside from being a Buffett enthusiast and lifelong learner of business, Adam is the CEO and Chief Investment Officer of Mead Capital Management, LLC.


IN THIS EPISODE, YOU’LL LEARN:

• 00:00 - Intro

• 02:54 - Who is Warren Buffett and Charlie Munger?

• 02:54 - How did they influence each other’s investing approach?

• 06:36 - Who is Benjamin Graham and what was his impact on Buffett?

• 08:46 - What is value investing and why is it relevant in today’s market?

• 25:12 - The evolution of Berkshire Hathaway (BRK) and common misconceptions about it.

• 37:20 - Why Buffett hasn’t deployed BRK’s large cash pile amid the COVID crisis?

• 43:51 - Why investors shouldn’t just copy Buffett’s stock picks.

• 45:20 - What has been the leading cause for Buffett’s underperformance over the last decade?

• 52:42 - The timeless principles of the Oracle of Omaha that have led to his success and are worth following.

• 57:08 - The future of BRK and if it will survive without Buffett and/or Munger.

And much, much more!


BOOKS AND RESOURCES

  • Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
  • Adam Mead’s book The Complete Financial History of Berkshire Hathaway.
  • Mead Capital Management website.
  • The Oracle’s Classroom YouTube channel.
  • Stig Brodersen and Preston Pysh’s book Warren Buffett Accounting Book.
  • Peter Kaufman’s book Poor Charlie’s Almanack.
  • Benjamin Graham’s book The Intelligent Investor.
  • All of Robert’s favorite books.


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      • SPONSORS

      Support our free podcast by supporting our sponsors:

      • TurboTax
      • Public
      • Airbnb


        • Connect with Adam Mead: Website | Twitter | LinkedIn | Facebook 

        Connect with Robert: Website 

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        The Intrinsic Value Podcast - The Investor’s Podcast NetworkBy The Investor's Podcast Network
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