Discover this podcast and so much more

Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

#7 Henrik Andersson on The Essays of Warren Buffett

#7 Henrik Andersson on The Essays of Warren Buffett

FromInvesting by the Books


#7 Henrik Andersson on The Essays of Warren Buffett

FromInvesting by the Books

ratings:
Length:
34 minutes
Released:
Oct 19, 2021
Format:
Podcast episode

Description

In this episode, we invite a money manager to share insights from one of his favorite investing-related books. Our guest is the brilliant Henrik Andersson, manager of the Global Equity Fund at Didner & Gerge and a founding member of Investing by the Books. Henrik's choice is "The Essays of Warren Buffett" by Lawrence Cunningham, a classic piece with timeless wisdom for both junior and senior investors.For more info about the podcast, go to the episode page.—————————————Episode Chapters(00:08) Intro to Henrik Andersson(02:09) Intro to The Essays of Warren Buffett(06:53) Henrik’s favorite chapter (09:27) Becoming a better investor(11:00) Shareholder letters vs. The Essays(13:30) Businesses emulating Berkshire(18:58) Dealing with mistakes of omission(21:13) Qualities of manangement(23:28) Least relevant parts of the book(24:56) IPOs and M&A(27:26) Market temperature and expected returns(30:25) Active management(32:34) Book recommendations—————————————Articles and Books MentionedThe Essays of Warren Buffett - Lawrence Cunningham (1st Edition 1997)Top 50 Investment Books: http://www.investingbythebooks.com/best-investment-books-everBerkshire Hathaway's Shareholder Letters: https://www.berkshirehathaway.com/letters/letters.htmlDo Stocks Outperform Treasury Bills? - Hendrik Bessembinder (2017) https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2900447—————————————Companies/Investors MentionedBerkshire Hathaway - Warren BuffettBrookfield Asset Management - Bruce FlattMarkel Corporation - Tom Gayner—————————————More on Henrik AnderssonAbout Henrik Andersson: http://www.investingbythebooks.com/who-we-areAbout Didner & Gerge: https://www.didnergerge.se/brief-in-english/Didner & Gerge Global Fund (in Swedish): https://www.didnergerge.se/vara-fonder/global/—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se
Released:
Oct 19, 2021
Format:
Podcast episode

Titles in the series (58)

Investing by the Books is a podcast to educate sophisticated and aspiring investors. We believe books are an excellent source for timeless knowledge, enhanced through deep conversations with authors and other guests. Hosts: Eddie Palmgren and Niklas Sävås. Twitter: @IB_Redeye