Listen "Have You Lost Your Touch"
Episode Synopsis
Many say Warren Buffett lost his touch because Berkshire has been underperforming the S&P 500 index. The arguments are that Buffett didn't take advantage of the 2020 stock market crash, how his $137 billion are idle, that Occidental, Heinz and Airlines have been a huge mistake and how Buffett should be investing in the new stocks out there.
I am arguing that there is a difference between investing that works always and speculation that works just sometimes. Investing will make you richer and richer over the long-term while speculation will make you rich until thing turn south. Berkshire outperformed the S&P 500 over the last 20 years alongside extremely low risk. I would say, over the next 20 years, the story will be similar.
The main message is the differentiation between long-term sustainable investing and speculation. See what best fits you!
Want to know more about what I do?
https://goo.gl/MQG2k5
Full-time independent stock market analyst and researcher!
STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio)
Stock Ideas and Analyses for The Small Investor:
https://goo.gl/GdKEoe
I am also a book author:
Modern Value Investing book:
https://amzn.to/2lvfH3t
More at the Sven Carlin blog:
https://svencarlin.com/
Check out Modern Value Investing YouTube:
https://www.youtube.com/c/InvestwithSvenCarlinPhD
I am arguing that there is a difference between investing that works always and speculation that works just sometimes. Investing will make you richer and richer over the long-term while speculation will make you rich until thing turn south. Berkshire outperformed the S&P 500 over the last 20 years alongside extremely low risk. I would say, over the next 20 years, the story will be similar.
The main message is the differentiation between long-term sustainable investing and speculation. See what best fits you!
Want to know more about what I do?
https://goo.gl/MQG2k5
Full-time independent stock market analyst and researcher!
STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio)
Stock Ideas and Analyses for The Small Investor:
https://goo.gl/GdKEoe
I am also a book author:
Modern Value Investing book:
https://amzn.to/2lvfH3t
More at the Sven Carlin blog:
https://svencarlin.com/
Check out Modern Value Investing YouTube:
https://www.youtube.com/c/InvestwithSvenCarlinPhD
More episodes of the podcast Modern Value Investing with Sven Carlin
You Should Be Prudent Like Buffett Now!
12/11/2025
PYPL Value or Value Trap
11/11/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.