Shows
Berkshire Hathaway - Brand BiographyWarren Buffett Steps Down: Berkshire Hathaway's Seismic Transition to Greg Abel EraBerkshire Hathaway BioSnap a weekly updated Biography.Warren Buffett has officially stepped down as Berkshire Hathaway CEO after six decades at the helm handing the reins to Greg Abel effective January first as confirmed in the companys own news release and widely reported by Kingswell CNBC and NPR. This seismic yet smooth transition dominates headlines with the Wall Street Journal noting Buffetts final year stayed true to his principles selling more stock than buying and making just one small and one medium acquisition leaving Abel a fortress balance sheet with over three hundred eighty billion in cash. Kingswell...
2026-01-0302 minBerkshire Hathaway - Brand BiographyBerkshire's $382B Cash Hoard, Alphabet Bet, and Buffett's Bubble FearsBerkshire Hathaway BioSnap a weekly updated Biography.I am Biosnap AI, and here is Berkshire Hathaway’s latest chapter.In the last few days Berkshire has been defined by two intertwined storylines: colossal caution and one very deliberate tech bet. According to Berkshire’s third quarter filings, widely reported by Reuters and CNBC, the conglomerate is sitting on an unprecedented cash and short term Treasuries pile of roughly 382 billion dollars and has not repurchased a single share of its own stock this year, a stance many commentators, including GoBankingRates and AOL Finance, frame as Warren Buffett’s quie...
2025-12-0603 min
GeldmeisterinTakeaways von Starinvestor Warren BuffettFarewell to Warren BuffetMit 95 Jahren ist es Warren Buffett´s gutes Recht als CEO seiner Beteiligungsholding Berkshire Hathaway zurückzutreten. Doch was bedeutet das für die Aktie, für denInvestmentstil und für die künftige Rolle des neuen alten Berkshire-Management-Trios Greg Abel, Todd Combs und Ted Weschler? In der aktuellen Podcastfolge GELDMEISTERIN sprechen Robert Karas, CIO der Bank Gutmann und Podcast-Host Julia Kistner über Warren Buffetts „I’m going quiet“-Ankündigung, die neue 4,6 Milliarden Dollar-Beteiligungan Alphabet, weitere Teilverkäufe der mit 65 Milliarden Dollar größten Position Apple, wie die rund 380 MilliardenUS-Dollar Cash wohl investiert...
2025-11-2929 minBerkshire Hathaway - Brand BiographyBuffett's Alphabet Bet: Berkshire's Tech Pivot as CEO Bows OutBerkshire Hathaway BioSnap a weekly updated Biography.Berkshire Hathaway has just made headlines everywhere with a move that no one saw coming. The company, led by Warren Buffett but with increasing influence by his handpicked successors Todd Combs and Ted Weschler, has for the first time ever taken a mighty $4.3 billion bite out of Alphabet, the parent of Google, according to both Economic Times and Times of India. This is Buffett’s first direct play into Google despite openly regretting missing it in the past, and the news sent Alphabet shares soaring nearly seven percent in after-hours trading. CN...
2025-11-1803 min
Warren Buffett- Biography FlashBuffett's Billion-Dollar Google Gambit: A New Era for Berkshire?Warren Buffet BioSnap a weekly updated Biography.Last week saw the type of headline-flipping juggernaut moves you only get from Warren Buffett. The finance world reeled when Berkshire Hathaway revealed in its latest SEC filing that it’s made a first-ever $4.3 billion bet on Alphabet Google—yes, after twenty-seven years on the sidelines. The news sent Alphabet shares rocketing almost 7 percent in after-hours trading, and left tongues wagging in boardrooms and investor Twitter. For a man synonymous with Apple being his “crown jewel” for years, seeing Berkshire trim its Apple position by more than 40 percent in the last year, fr...
2025-11-1803 minBerkshire Hathaway - Brand BiographyBuffett's Google Bombshell: Berkshire's Big Bet on AI and Alphabet as Oracle Steps DownBerkshire Hathaway BioSnap a weekly updated Biography.Berkshire Hathaway caused a major stir this week by revealing a heavyweight $4.3 billion investment in Alphabet, the parent company of Google, a landmark first for Warren Buffett and his conglomerate. Both the Times of India and Economic Times highlight this as a watershed in Berkshire history, as Buffett long resisted tech stocks despite previous success with Apple. The investment, made public in regulatory filings, pushed Alphabet’s shares up nearly 7 percent in after-hours trading and ignited widespread speculation on what convinced 95-year-old Buffett to finally make a play for Google. Analysts sp...
2025-11-1803 min
Market LensBerkshire Hathaway's Alphabet Investment and Apple ReductionSend us a textThis podcast offer an overview of Berkshire Hathaway's recent significant changes to its equity portfolio, primarily revealed through a mandatory Form 13F SEC filing, a quarterly report detailing institutional investment managers' long positions. Specifically, the news reports indicate that Warren Buffett's conglomerate established a new $4.3 billion stake in Alphabet ($GOOG), making the Google parent company its tenth-largest holding, a move considered rare for Berkshire given its traditional investment philosophy. Simultaneously, Berkshire Hathaway substantially reduced its holdings in Apple ($AAPL) by 15% and also trimmed positions in...
2025-11-1401 minWarren Buffett- Biography FlashWarren Buffett's $157B Stake as Berkshire Hits $1T Market Cap Amid CEO TransitionWarren Buffet BioSnap a weekly updated Biography.Warren Buffett, still the Oracle of Omaha and Berkshire Hathaway’s 95-year-old chairman, continues to make headlines even in the twilight of his storied career. As of October 2025, Berkshire Hathaway’s market cap has surged past $1 trillion, with Buffett’s own near-16% stake valued at about $157 billion, according to public market data and social media posts tracking the company’s meteoric rise. Despite his towering personal fortune and influence, the most significant recent development remains the rapidly approaching transition at the top of Berkshire Hathaway: Buffett will officially retire as CEO at the e...
2025-10-1104 minBerkshire Hathaway - Brand BiographyBuffett's Berkshire: Succession, Billions, and the Post-Oracle EraBerkshire Hathaway BioSnap a weekly updated Biography.Call me Biosnap AI and I have been keeping a close watch on every move from Berkshire Hathaway this week and let me assure you the news flow has not lost an ounce of its drama even with Warren Buffett making his exit increasingly official. Rule One Investing highlighted the impending transition as Buffett’s legendary six-decade run nears a close with Greg Abel unmistakably stepping into the CEO slot by the year’s end. Abel, who has been with Berkshire since 2000, is well-respected and seen as a steady, disciplined hand. Ther...
2025-10-1104 minWarren Buffett- Biography FlashWarren Buffett's Final Moves: Berkshire's Future, BYD Sale, and the Oracle's Enduring LegacyWarren Buffet BioSnap a weekly updated Biography.Warren Buffett has been front and center in financial headlines these past few days, making waves that will echo for years in both the investment world and his own storied biography. According to Nasdaq, the Oracle of Omaha announced during the Berkshire Hathaway annual meeting in early May 2025 that he intends to retire as CEO at the end of this year—now just 100 days away. The handoff to Greg Abel is set, marking the end of an era defined by a nearly six-million-percent return on Berkshire Hathaway’s Class A shares sinc...
2025-09-2303 min
Berkshire Hathaway News DailyBerkshire Hathaway's High-Priced Journey: Navigating Transition and Market Optimism# Berkshire Hathaway's Strategic Housing Bet: Buffett's Vision for 2026 | Investment AnalysisDive into the latest developments at Berkshire Hathaway as shares climb to $759,800, reflecting market confidence in Warren Buffett's recent strategic moves. This episode unpacks Berkshire's significant $1 billion investment in homebuilders Lennar and D.R. Horton, signaling a bullish outlook on housing market recovery as interest rates potentially decline in 2026. We analyze the ongoing leadership transition to Greg Abel, Todd Combs, and Ted Weschler, while examining how the company's massive $340 billion cash reserve positions it for future opportunities. Discover why analysts maintain a cautious but positive outlook with price...
2025-09-0503 min
Finanzpodcast der Shareholder Value Management AGHeiko Böhmer - "Zeit ist der Freund des guten Unternehmens!" - Serial Acquirer und der Frankfurter UCITS-ETF - Modern ValueHeiko Böhmer, Kapitalmarktstratege bei Shareholder Value Management, spricht über die Strategien von Warren Buffett, der trotz seiner 95 Jahre aktiv investiert. "Die Zeit ist der Freund des guten Unternehmens und der Feind des schlechten Unternehmens", erklärt Böhmer und verweist auf Buffetts Disziplin im Langfristdenken. Unterstützt von Ted Weschler und Todd Combs bleibt Buffett nah an neuen Investments. Böhmer beleuchtet zudem die Stärken sogenannter Serial Acquirer, die durch viele kleine Zukäufe wachsen. Im Unterschied zu riskanten Großübernahmen nutzen sie weniger Fremdkapital und sichern sich stetig Marktanteile. Ein Beispiel ist Constellation Software, das durch kluge Akqu...
2025-08-2115 min
Tu dinero nunca duermeTDND: Las claves de la retirada de Warren BuffettPablo Martínez Bernal, gran conocedor de la figura de Buffett, como inversor y como empresario, visita Tu Dinero Nunca Duerme.
Warren Buffett sigue siendo el mejor inversor del mundo. Pero desde hace unos días, lo es más por su historial que por su labor diaria. Porque el sabio de Omaha anunció que se retiraba, por sorpresa, en la última conferencia anual de inversores de Berkshire Hathaway. Y a partir de ahí se desataron las especulaciones, ¿quiénes serán sus sucesores: en la dirección y en la selección de activos? ¿Seguirán los nuevos responsables de Berkshire...
2025-05-1158 min
I Am Home podcastREPLAY|| Ted Weschler on Berkshire, Buffet and big investments With the Berkshire Hathaway Annual Shareholders Meeting happening this weekend, we're revisiting a standout episode of I AM HOME, originally recorded in 2023. This encore presentation features a special conversation with Ted Weschler, one of Berkshire Hathaway's top investment managers. Joining our hosts and Amy Myers, Chief Marketing Officer at NFM, Ted shares insights from his nearly 40-year career in finance, including how he first connected with Warren Buffett and his unique approach to making investment decisions. Join us for a meaningful discussion about seizing opportunities, what it's like to meet your hero and Ted's timeless advice and thoughtful perspective.
2025-05-0258 minI Am Home podcastREPLAY|| Ted Weschler on Berkshire, Buffet and big investments With the Berkshire Hathaway Annual Shareholders Meeting happening this weekend, we're revisiting a standout episode of I AM HOME, originally recorded in 2023. This encore presentation features a special conversation with Ted Weschler, one of Berkshire Hathaway's top investment managers. Joining our hosts and Amy Myers, Chief Marketing Officer at NFM, Ted shares insights from his nearly 40-year career in finance, including how he first connected with Warren Buffett and his unique approach to making investment decisions. Join us for a meaningful discussion about seizing opportunities, what it's like to meet your hero and Ted's timeless advice and thoughtful perspective.
2025-05-0258 min
Global Value10 Best Dividend Stocks to Buy Now in 2025!?In this video, we perform a stock analysis on 10 of the best dividend stocks that may be best to buy now in 2025. Super investors like Ted Weschler from Berkshire Hathaway have even bought some of these stocks. What are they? Ethan Allen Interiors (ETD), Oxford Industries (OXM), Energizer Holdings (ENR), TFS Financial Corporation (TFSL), Vail Resorts (MTN), Dillard's (DDS), Open Text (OTEX), Skyworks Solutions (SWKS), Best Buy (BBY), and Tyson Foods (TSN).Want to support Global Value? https://www.interactivebrokers.com/mkt/?src=gvp1&url=%2Fen%2Fwhyib%2Foverview.phphttps://www.patreon.com/GlobalValueAre these the best growth stocks to...
2025-04-2810 minGlobal Value10 Best Dividend Stocks to Buy Now in February 2025!?In this video, we looks at 10 of the best dividend stocks that may be buys now in February 2025. Super investors like Ted Weschler from Berkshire Hathaway have even bought some of these stocks. What stocks are they? Ethan Allen Interiors (ETD), Oxford Industries (OXM), Energizer Holdings (ENR), TFS Financial Corporation (TFSL), Vail Resorts (MTN), Dillard's (DDS), Open Text (OTEX), Skyworks Solutions (SWKS), Best Buy (BBY), and Tyson Foods (TSN).Want to support Global Value? https://www.interactivebrokers.com/mkt/?src=gvp1&url=%2Fen%2Fwhyib%2Foverview.phphttps://www.patreon.com/GlobalValueAre these the best growth stocks to buy now? Do "...
2025-02-1010 minGlobal Value10 Best Dividend Stocks to Buy Now in 2025
In this video, we perform a stock analysis on 10 of the top dividend stocks that may be best to buy now in 2025. Super investors like Ted Weschler from Berkshire Hathaway have even bought some of these stocks. What are they? Ethan Allen Interiors (ETD), Oxford Industries (OXM), Energizer Holdings (ENR), TFS Financial Corporation (TFSL), Vail Resorts (MTN), Dillard's (DDS), Open Text (OTEX), Skyworks Solutions (SWKS), Best Buy (BBY), and Tyson Foods (TSN).
Want to support Global Value? https://www.interactivebrokers.com/mkt/?src=gvy1&url=%2Fen%2Fwhyib%2Foverview.php
https://www.patreon.com/GlobalValue
Are these the best growth...
2025-01-1010 min
ETF SpotlightBeyond Buffett: Can Berkshire Outperform S&P 500 ETFs?We discuss whether Buffett's deputies can match the Oracle's performance (1:30) - What Were The Big Takeaways From Berkshire Hathaway's Sale of Apple Stock? (7:40) - What Were Some of The Surprise Buys and Sells From Warren Buffett (11:30) - Todd Combs and Ted Weschler Have Underperformed The Market: What Does This Mean? (22:20) - What Will Happen When Warren Buffett Is No Longer In Charge? (29:45) - Jim Simons vs Warren Buffett: Comparing The Two Investing Legends (34:10) - Should You Be Adding S&P 500 Index Funds To Your Core Portfolio? (38:20) - Episode Roundup: SPY, IVV...
2024-08-1940 min
Focused CompoundingEp 454. Cable Talk: Charter’s Valuation, A Ted Weschler Position, and Thoughts on the Industry🔍 Want access to an event-driven monitor?
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About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a com...
2024-06-2526 min
I Am Home podcastREPLAY|| Ted Weschler on Berkshire, Buffet & Big Investments On today's replay episode of I AM HOME and in excitement for the upcoming Berkshire Hathaway Annual Shareholders Meeting, our hosts are joined by Amy Myers, NFM's Chief Marketing Officer, to interview Ted Weschler. Ted is one of Berkshire Hathaway's top investment managers and has been with the company since 2011, but Ted has been in the finance industry for almost 40 years. He's joining the NFM team to discuss his career, meeting Warren Buffet for the first time and how he makes investment decisions. Join us for an in-depth conversation about taking opportunities, meeting your hero and a few tips...
2024-05-0458 minI Am Home podcastREPLAY|| Ted Weschler on Berkshire, Buffet & Big Investments On today's replay episode of I AM HOME and in excitement for the upcoming Berkshire Hathaway Annual Shareholders Meeting, our hosts are joined by Amy Myers, NFM's Chief Marketing Officer, to interview Ted Weschler. Ted is one of Berkshire Hathaway's top investment managers and has been with the company since 2011, but Ted has been in the finance industry for almost 40 years. He's joining the NFM team to discuss his career, meeting Warren Buffet for the first time and how he makes investment decisions. Join us for an in-depth conversation about taking opportunities, meeting your hero and a few tips...
2024-05-0458 min
Zakendoen | BNRBeursnerd XL | Het Noorse staatsfonds is niet te stoppenZaterdag vertrekken tienduizenden mensen weer naar de jaarvergadering van Berkshire Hathaway in Omaha. Warren Buffett zal het voor het eerst zonder vriend en zakenpartner Charlie Munger moeten doen. De cliché's in de media zullen weer rondzingen. Die waren er al toen de Beursnerd langsging, in 2016: Wie worden de opvolgers als Buffett overlijdt? Antwoord: Greg Abel wordt operationele CEO van de bedrijven die volledig van Berkshire zijn, de briljante Ajit Jain wordt de baas van de verzekeraars in de holding en Ted Weschler en Todd Combs gaan de aandelenportefeuille hopelijk verzekeren van meer winst. Maken de aandelen van B...
2024-05-0205 min
Beursnerd | BNRBeursnerd XL | Het Noorse staatsfonds is niet te stoppenZaterdag vertrekken tienduizenden mensen weer naar de jaarvergadering van Berkshire Hathaway in Omaha. Warren Buffett zal het voor het eerst zonder vriend en zakenpartner Charlie Munger moeten doen. De cliché's in de media zullen weer rondzingen. Die waren er al toen de Beursnerd langsging, in 2016: Wie worden de opvolgers als Buffett overlijdt? Antwoord: Greg Abel wordt operationele CEO van de bedrijven die volledig van Berkshire zijn, de briljante Ajit Jain wordt de baas van de verzekeraars in de holding en Ted Weschler en Todd Combs gaan de aandelenportefeuille hopelijk verzekeren van meer winst. Maken de aandelen van B...
2024-05-0205 minGlobal ValueWarren Buffett's Top 10 Stock Buys & Sells in 2024One of the best ways to get better at anything is to studying people that are already great in that field. If you want to get better at basketball for example, you may watch a video of Michael Jordan explaining the game to you. He's proven he knows what he's talking about.
In this case, we want to get better at investing - making our money work really hard for us. In this video we have the top 10 stocks one of the best investors of all time is buying and selling to get a specific insight into specifically what...
2024-03-1111 min
Paul's Positive PodcastPhilanthropy and Destiny: Ted Weschler's Journey and the Impact of 'The Chosen'Paul's Positive Podcast Episode DescriptionWelcome to Paul's Positive Podcast with Amy Iverson!Welcome, Paul! In today's heartwarming episode of Paul's Positive Podcast, your dedicated host, Amy Iverson, brings to light an inspiring story of kindness, generosity, and serendipity featuring Ted Weschler, a seasoned hedge fund manager with a heart for philanthropy. Ted's extraordinary journey began with a selfless act at a charity auction, where his winning bid of over $5.25 million granted him not one, but two life-changing dinners with none other than the legendary investor Warren Buffett. At Piccolo's restaurant, their shared meals paved t...
2024-01-1907 min
Thus Spoke Warren BuffettLetter to BRK shareholders 2011Explore the remarkable journey of Berkshire Hathaway in 2011, where both Class A and Class B stocks saw a 4.6% increase in per-share book value. This episode delves into Warren Buffett's reflections on the company's progress, including significant events such as the acquisition of Lubrizol, a global producer of specialty chemicals, and the joining of Todd Combs and Ted Weschler as investment managers. Buffett discusses the challenges and successes across Berkshire's diverse portfolio, from insurance operations to major investments in companies like Bank of America and IBM. Despite some setbacks, such as the underperformance in the housing sector, Buffett's optimistic outlook...
2023-12-231h 24
Behind the Gate#101 Roth Conversions: Tax Evasion or Smart Investing?Maybe you've read it, maybe you've heard about it - Peter Thiel, Warren Buffet, and Ted Weschler with millions and billions of dollars in their Roth IRA Accounts. How did they do it?Tax Evasion or Smart Investing?"Propublica" recently posted an article about Roth Conversions that received some mixed feedback. The article, Lord of the Roths, outlines how some of the richest men in the country were able to convert their IRA accounts to Roth IRAs that can now grow tax-free.In today's p...
2023-08-1814 min
硅谷101E111｜当两种不同的投资流派聊起巴菲特：风格明确才是杀手锏？5月初巴菲特股东大会如约在奥马哈举行。近期市场环境正值美联储加息周期的末端，美国的中小银行危机以及涌现的人工智能浪潮可能会改变科技格局的时间点，全世界赶赴而来的投资者、金融从业人员和创业者都想了解巴芒二老对目前重要时间点的看法，本期节目跟大家一起聊聊这场盛会的感受，巴菲特的投资策略和风格，以及市场关注的继承人、AI和美联储加息的问题。
感谢VSP投资人培训营项目对本期节目的支持，如果大家对这个项目感兴趣，更多信息可以在这里找到，报名链接在这里。如果大家有任何问题，可以发邮件到vsp@sav.vc 咨询详情。
【主播】
陈茜，硅谷101主持人
【嘉宾】
田测产（Charlie Tian），美国价值投资网站GuruFocus.com创始人
刘沁东（Bruce Liu），美国Esoterica Capital(济容投资)首席执行官兼首席投资官
刘谷砚，美国Miles GL资本管理公司创始人兼基金经理
【你将听到】
00:04 VSP投资人训练营
2:05 正片
04:26 巴菲特股东大会现场：巴芒二老老了
08:16 会外活动减少：与比尔·盖茨和巴菲特打桥牌不复存在
9:40 伯克希尔的三大业务：投资、保险和实业
10:46 巴菲特投资的三个阶段：捡烟头投资、高质量公司、能源与铁路公司
16:26 风格很明确，但巴菲特的投资风格很难投中Nvidia
17:43 每次风口期都有媒体说巴菲特不行了，巴菲特真的不行了吗？
18:47 巴菲特pk木头姐：完全相反的两种极端
22:46 科技股热潮，再过20年，巴菲特可能会跑不过大盘？
24:00 巴菲特在科技赛道的选股，都不是科技投资人会看中的股票
28:58 “不同意木头姐的选股，但是赏识她风格明确”
30:42 绝大部份木头姐的追踪者都是赔钱的，只有巴菲特不犯大错误
32:08 目前华尔街的投资派别和投资策略：Alpha策略和Beta策略
36:55 争议巴菲特的投资属于Beta还是Alpha
43:55 四位潜在继承人：Greg Abel，Ajit Jain，Todd Combs，Ted Weschler
【相关视频】
《硅谷101》视频也在巴菲特年会期间的第一时间出品了一系列与巴菲特年会相关的视频，系统梳理了巴菲特的投资生涯以及当下大家关注的银行股、继承人等重点问题，欢迎前往观看：
2023年巴菲特年会来了，聊聊99岁的芒格与四位继承人｜伯克希尔·哈撒韦年会特辑
聊聊巴菲特这次为什么不救银行，以及他投资日本和能源股的大棋｜伯克希尔·哈撒韦年会特辑
96小时沉浸式Vlog体验2023巴菲特股东大会｜伯克希尔·哈撒韦年会特辑
巴菲特vs.木头姐，两代股神注定的周期魔咒（上）
巴菲特vs.木头姐，两代股神注定的周期魔咒 （下）
【后期】
AMEI
【Shownotes】
肖阳
【BGM】
Yellow Light - Arthur Benson
Roundabout Circus - Mac Taboel
Fast Forward, Pause - Rebecca Mardal
【在这里找到我们】
公众账号：硅谷101
收听渠道：苹果｜小宇宙｜喜马拉雅｜蜻蜓FM｜网易云音乐｜QQ音乐｜荔枝播客
海外用户：Apple Podcast｜Spotify｜TuneIn｜Google Podcast｜Amazon Music
联系我们：podcast@sv101.netSpecial Guests: Bruce Liu, Charlie Tian, and 刘谷砚.
2023-05-3050 min
硅谷101|中国版E111｜当两种不同的投资流派聊起巴菲特：风格明确才是杀手锏？5月初巴菲特股东大会如约在奥马哈举行。近期市场环境正值美联储加息周期的末端，美国的中小银行危机以及涌现的人工智能浪潮可能会改变科技格局的时间点，全世界赶赴而来的投资者、金融从业人员和创业者都想了解巴芒二老对目前重要时间点的看法，本期节目跟大家一起聊聊这场盛会的感受，巴菲特的投资策略和风格，以及市场关注的继承人、AI和美联储加息的问题。感谢VSP投资人培训营项目对本期节目的支持，如果大家对这个项目感兴趣，可以发邮件到vsp@sav.vcl 咨询详情。【主播】陈茜，硅谷101主持人【嘉宾】田测产（Charlie Tian），美国价值投资网站GuruFocus.com创始人刘沁东（Bruce Liu），美国Esoterica Capital(济容投资)首席执行官兼首席投资官刘谷砚，美国Miles GL资本管理公司创始人兼基金经理【你将听到】00:04 VSP投资人训练营2:05 正片04:26 巴菲特股东大会现场：巴芒二老老了08:16 会外活动减少：与比尔·盖茨和巴菲特打桥牌不复存在9:40 伯克希尔的三大业务：投资、保险和实业10:46 巴菲特投资的三个阶段：捡烟头投资、高质量公司、能源与铁路公司16:26 风格很明确，但巴菲特的投资风格很难投中Nvidia17:43 每次风口期都有媒体说巴菲特不行了，巴菲特真的不行了吗？18:47 巴菲特pk木头姐：完全相反的两种极端22:46 科技股热潮，再过20年，巴菲特可能会跑不过大盘？24:00 巴菲特在科技赛道的选股，都不是科技投资人会看中的股票28:58 “不同意木头姐的选股，但是赏识她风格明确”30:42 绝大部份木头姐的追踪者都是赔钱的，只有巴菲特不犯大错误32:08 目前华尔街的投资派别和投资策略：Alpha策略和Beta策略36:55 争议巴菲特的投资属于Beta还是Alpha43:55 四位潜在继承人：Greg Abel，Ajit Jain，Todd Combs，Ted Weschler【相关视频】《硅谷101》视频也在巴菲特年会期间的第一时间出品了一系列与巴菲特年会相关的视频，系统梳理了巴菲特的投资生涯以及当下大家关注的银行股、继承人等重点问题，欢迎前往观看：2023年巴菲特年会来了，聊聊99岁的芒格与四位继承人｜伯克希尔·哈撒韦年会特辑聊聊巴菲特这次为什么不救银行，以及他投资日本和能源股的大棋｜伯克希尔·哈撒韦年会特辑96小时沉浸式Vlog体验2023巴菲特股东大会｜伯克希尔·哈撒韦年会特辑巴菲特vs.木头姐，两代股神注定的周期魔咒（上）巴菲特vs.木头姐，两代股神注定的周期魔咒 （下）【后期】AMEI【Shownotes】肖阳【BGM】Yellow Light - Arthur BensonRoundabout Circus - Mac TaboelFast Forward, Pause - Rebecca Mardal【在这里找到我们】公众账号：硅谷101收听渠道：苹果｜小宇宙｜喜马拉雅｜蜻蜓FM｜网易云音乐｜QQ音乐｜荔枝播客海外用户：Apple Podcast｜Spotify｜TuneIn｜Google Podcast｜Amazon Music联系我们：podcast@sv101.net
2023-05-3050 min
I Am Home podcastREPLAY || Ted Weschler on Berkshire, Buffet & Big Investments!On today's episode of I AM HOME and in excitement for the upcoming Berkshire Hathaway Annual Shareholders Meeting, our hosts are sharing a blast from the past with a replay episode! Our hosts are joined by Amy Myers, NFM's Chief Marketing Officer, to interview Ted Weschler. Ted is one of Berkshire Hathaway's top investment managers and has been with the company since 2011, but Ted has been in the finance industry for almost 40 years. He's joining the NFM team to discuss his career, meeting Warren Buffet for the first time, and how he makes investment decisions. Join us for an...
2023-04-2659 minI Am Home podcastREPLAY || Ted Weschler on Berkshire, Buffet & Big Investments!On today's episode of I AM HOME and in excitement for the upcoming Berkshire Hathaway Annual Shareholders Meeting, our hosts are sharing a blast from the past with a replay episode! Our hosts are joined by Amy Myers, NFM's Chief Marketing Officer, to interview Ted Weschler. Ted is one of Berkshire Hathaway's top investment managers and has been with the company since 2011, but Ted has been in the finance industry for almost 40 years. He's joining the NFM team to discuss his career, meeting Warren Buffet for the first time, and how he makes investment decisions. Join us for an...
2023-04-2659 minFocused CompoundingEp 386. Takeaways from Warren Buffett’s Shareholder Letter and Analyzing Ted Weschler’s Dillards InvestmentQuickFS Link: https://quickfs.net/?via=focused
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Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our
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2023-03-031h 59
Bowie Book Club PodcastMr. Wilson's Cabinet of Wonder by Lawrence WeschlerWelcome to another episode of the Bowie Book Club, where wild speculation and grasping for straws about Bowie’s favorite books has reigned supreme since 2016. This time we read Mr. Wilson's Cabinet O' Wonders by Lawrence Weschler, a short, sharp treatise on a weird, weird museum.
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2022-12-1948 min
AcquiredWalmartWe kick off Season 11 with the incredible story of the retail “granddaddy of them all” Walmart, and its founder Sam Walton. Once you study Walmart, you realize just how deep its heritage runs through Amazon and so many iconic modern companies we cover on Acquired. This episode was an absolute blast, and we even uncovered a new addendum to the hallowed “focus on what makes your beer taste better” playbook theme! Sponsors:Sierra: https://bit.ly/acquiredsierraSentry: https://bit.ly/acquiredsentryAnthropic: https://bit.ly/acquiredclaude25Vanta: https://vanta.com/acquired More Acqui...
2022-07-193h 01
I Am Home podcastLunch With Warren Buffett, Working for Berkshire Hathaway, and the Future of Investments With Ted WeschlerTed Weschler is one of Berkshire Hathaway's top two investment managers. He got started at W. R. Grace and Company as a Junior Financial Analyst before helping start the private equity firm Quad-C Management, where he was a partner for 10 years. In 1999, Ted went out on his own founding Peninsula Capital Advisors, which was a hedge fund he launched in 2000 above a bookstore in a Charlottesville mall. He joined Berkshire Hathaway in 2011. Ted lives in Charlottesville with his wife, Sheila, and two daughters. In this episode… For most people, meeting your hero — the person who has...
2022-04-2757 minI Am Home podcastLunch With Warren Buffett, Working for Berkshire Hathaway, and the Future of Investments With Ted WeschlerTed Weschler is one of Berkshire Hathaway's top two investment managers. He got started at W. R. Grace and Company as a Junior Financial Analyst before helping start the private equity firm Quad-C Management, where he was a partner for 10 years. In 1999, Ted went out on his own founding Peninsula Capital Advisors, which was a hedge fund he launched in 2000 above a bookstore in a Charlottesville mall. He joined Berkshire Hathaway in 2011. Ted lives in Charlottesville with his wife, Sheila, and two daughters. In this episode… For most people, meeting your hero — the person who has...
2022-04-2757 min
Zacks Market EdgeThe Secret to Great Value InvestingWarren Buffett, Charlie Munger and Ted Weschler all have this one thing in common. (1:00) - Long Term Value Investing: What Makes A Good Investor? (8:30) - Start Investing At A Young Age: What Should You Buying For The Long Haul? (18:15) - Tracey’s Top Stock Picks (26:35) - Episode Roundup: VOO, VTI, VO, VB, VBR Podcast@Zacks.com
2021-10-2129 min
Skippy and Doogles Talk InvestingInvesting in the Fashion MetaverseSkippy kicks off with all the excitement that's currently surrounding Alibaba's stock. Doogles turns off the excitement by talking about the audit industry. Skippy continues the ongoing conversation around wealth inequality through a recent report "From wealthy enclaves to asset deserts" put out by the Economic Innovation Group. Next up is the the rising debt in Japan, which is now nearly 2x Japanese GDP. The episode wraps with a discussion of Ted Weschler's $264 million Roth IRA, and Bobby Hundred's commitment to driving street fashion into the metaverse through NFTs.
2021-08-3053 min
Iron Gate Financial RadioRoth Conversions: Tax Evasion or Smart Investing?Maybe you've read it, maybe you've heard about it - Peter Thiel, Warren Buffet, and Ted Weschler with millions and billions of dollars in their Roth IRA Accounts. How did they do it?
Tax Evasion or Smart Investing?
"Propublica" recently posted an article about Roth Conversions that received some mixed feedback. The article, Lord of the Roths, outlines how some of the richest men in the country were able to convert their IRA accounts to Roth IRAs that can now grow tax-free.
In today's podcast, Spencer and Brian have some answers regarding how this is possible and how this same s...
2021-07-0314 minZacks Market EdgeLessons from Ted Weschler’s $264 Million Roth IRAHe started investing at age 22 and just stuck with it. You can too. (0:30) - Wealth Building In A Roth IRA (3:45) - Ted Weschler’s Lessons To Investing (14:00) - The Power of Compounding: Can Anyone Achieve This Investing Success? (23:10) - Where Is A Good Place To Start Investing: Tracey’s Top Stock Picks (32:45) - Episode Roundup: PYPL, BAC, SHW, JPM, WSBC, FISV, SONY Podcast@Zacks.com
2021-07-0135 min
Warren Buffett On Demand146. Investment Gurus at Berkshire Hathaway Warren Buffett, Todd Combs, and Ted Weschler146. Investment Gurus at Berkshire Hathaway Warren Buffett, Todd Combs, and Ted Weschler
2021-04-1108 minWarren Buffett On Demand071. Leadership at Berkshire Hathaway Greg Abel, Ajit Jain, Todd Combs, and Ted Weschler071. Leadership at Berkshire Hathaway Greg Abel, Ajit Jain, Todd Combs, and Ted Weschler
2021-04-1003 min
Great Quarter, GalsThe SPAC train is headed back to spaceAndrew and Kevin discuss Ted Weschler, Berkshire money manager and his move to purchase $45mm of Dillard's stock. Then, we break down the upcoming clean energy SPACs. Watch the videoListen to more FreightWaves PodcastsSubscribe on Apple PodcastsSubscribe on Spotify
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2020-10-1332 min
Delugne Investing PodcastEp 65 - Why Buying An IPO Is Risky For Retail Investors?Most Warren Buffett fans out there know that Warren Buffett has a long history of avoiding Initial Public Offerings.
During an interview, he was asked about Uber and Lyft's Initial Public Offering and whether or not Berkshire would be interested to invest in them? Buffett said that he hasn’t bought any initial public offering for almost 65 years since 1955. The IPO he bought in 1955 was Ford Motor.
However, just last month, somewhere around mid-September, Berkshire Hathaway invested in an IPO known as Snowflake which is a Cloud Data Platform.
Now, here's the thing, Buf...
2020-10-0317 min
Neurology® PodcastThe Life of Oliver Sacks (Delayed Recall December 2019)This month's Delayed Recall highlights episodes on the life of Oliver Sacks. Dr. Ted Burns and Oliver Sacks start the show discussing Sacks' life and experiences as a patient, which first aired in 2010. The next segments, from October 28th and November 4th, 2019, feature Lawrence Weschler, Dr. Sacks' biographer, discussing the life of the neurologist.
2019-12-0230 min