20. Investing Checklist, Guy Spier, and the Berkshire Annual meeting experience w/ Tom

20/07/2022 1h 0min Temporada 1
20. Investing Checklist, Guy Spier, and the Berkshire Annual meeting experience w/ Tom

Listen "20. Investing Checklist, Guy Spier, and the Berkshire Annual meeting experience w/ Tom"

Episode Synopsis

I'm having another fantastic guest today! Tom is running a growing investing youtube channel named Investing with Tom and also has a great podcast under the same name. Terrific conversation with Tom ahead as we talk about his investing checklist, biases and more especially on how he meets Guy Spier, a superinvestor I also admire, and his experience in attending the recent Berkshire Hathaway Annual Meeting. The episode is a treat to listen and I'm sure you will learn a lot from Tom. Give it a try. Enjoy!Timestamps of the episode:-How Tom started his investing journey and his youtube channel [02:15]-The first investing book he read about value investing. [04:21]-Tom talks about his own investing checklist in assessing a business. [07:12]-How does Tom size his bets in his portfolio. [12:46]-A good problem to have in your stock portfolio. [18:42]-When to actually sell your stock and how selling is different in wherever country you are based. [20:53]-Tom's portfolio allocation between NZ and US stocks. [24:22]-What is Tom's worst investing bias to date and how he is dealing with it. [26:06]-The story of how Tom met Guy Spier and the experience in meeting a superinvestor. [28:11]-Tom shares his experience in attending the recent Berkshire Hathaway Annual meeting in Omaha. [35:55]- Is the Berkshire Annual meeting following a cult or a pilgrimage for value investors? [39:28]-Listening to Warren Buffet talk in person. [41:23]-The See's peanut brittle and coke diet of Munger and Buffet. [45:00]-Tom's key takeaways from the Berkshire annual meeting. [45:49]-Tom talks a bit about Kelly Partners, Ltd., an Australian accounting firm serial acquirer. [48:06]-Personal finance tips from Tom especially on beginner investors. [49:28]- Great investing advice from Tom. [54:23]Check out Tom's investing Youtube channel- https://m.youtube.com/investingwithtomHis another youtube channel with other great investors- https://youtube.com/channel/UCGIdm8-8HO83ZoaL3AXhQxQHis podcast- https://theinvestingwithtompodcast.buzzsprout.com/Connect with him on Twitter- http://twitter.com/tominvestingReach out to me in my Facebook page- https://fb.me/theseafarerinvestorpodand thru my email- [email protected]

More episodes of the podcast The Seafarer Investor