Video by Investing with Tom via YouTube
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Investment Management Insights article:
https://investmentmanagementinsights.substack.com/p/graham-and-dodd-annual-breakfast
Time stamps:
0:00 – Graham and Dodd breakfast 2022
1:40 – Buying US shares from NZ
2:26 – Looking for good businesses
3:38 – Widening the moat
4:47 – Buffett’s checklist & buying Apple
6:36 – Combs on company management
9:35 – Owner earnings & unit economics
12:15 – Becoming CEO of GEICO
13:56 – Combs’ typical day
14:41 – Macro: interest rates and inflation
15:53 – Final thoughts
Enjoy 🙂
Disclaimer:
I am not a financial adviser. This video is for education and entertainment purposes only. Seek professional help before making any investment decision
Disclaimer (Hatch):
This video is sponsored by Hatch. The views and opinions expressed in this video are the creator’s own and not necessarily the views or opinions of Hatch. This is not financial advice.