logo
episode-header-image
May 2023
22 m

Buffett on Apple, Banks, and Value Inves...

The Motley Fool
About this episode

When Warren Buffett speaks, investors and Wall Street tend to listen.

(00:21) Jason Moser discusses: - Berkshire Hathaway's 1st-quarter results and highlights from the annual meeting - Buffett's comments about Apple and the banking industry - Charlie Munger's warning about over-diversification

(9:51) In a segment that originated in the Motley Fool Live videostream, Jim Gillies shares observations from his trip to Omaha for the Berkshire Hathaway annual meeting with Nick Sciple and Deidre Woollard. The three discuss whether value investing is actually harder for Buffett and Munger than it is for average investors.

Companies discussed: BRK.A, BRK.B, AAPL, TSE: HCG

Host: Chris Hill Guests: Jason Moser, Nick Sciple, Jim Gillies, Deidre Woollard Producer: Ricky Mulvey Engineers: Dan Boyd

Learn more about your ad choices. Visit megaphone.fm/adchoices

Up next
Yesterday
Starbucks' China Challenge and Decoding Meta's AI Push
Starbucks is looking to sell a stake in its China business, Hershey has a new CEO and Meta hits the gas on AI. Jason Moser and Lou Whiteman discuss: - Starbucks' move to sell part of its China business. - Hershey hires a new CEO. - Meta moves for more talent and invests in eyewea ... Show More
20m 38s
Jul 8
Is Amazon the Best Prime Day Deal?
Looking at the company and stock behind the summer shopping event. (00:21) Anand Chokkavelu, Jason Hall, and Matt Frankel discuss: - The Aug.1 tariffs - This year’s four-day Prime Day (and whether Amazon stock is a deal) - Elon Musk’s political party and Tesla - Bold predictions ... Show More
15m 6s
Jul 7
Dinosaurs Roar for Comcast and CoreWeave Goes Shopping
Andy Cross and Jason Moser discuss: - Jurassic World Rebirth delivers for Comcast - CoreWeave finally gets it done for CoreScientific - Oracle makes a deal with the federal government - Two stocks to look for if the market pulls back Companies discussed: CMCSA, NFLX, CRWV, CORZ, ... Show More
19m 51s
Recommended Episodes
May 2022
Live From Omaha: Warren Buffett, Charlie Munger, & Bill Murray 5/02/22
Becky Quick highlights the biggest takeaways from the first in-person Berkshire Hathaway Annual Shareholders Meeting since 2019. At what’s affectionately nicknamed the “Woodstock for Capitalists,” Warren Buffett and Charlie Munger answered hours of shareholder questions about the ... Show More
33m 56s
Nov 2021
How Warren Buffett Made $100 Billion on Apple by Betting Against Wall Street
In Episode #48 of the CMQ Investing podcast, you'll learn the often-overlooked context behind Warren Buffett's investment in Apple—and why diverting from the Wall Street consensus was crucial to his $100 billion profit. I share the big lesson from Buffett's Apple investment that ... Show More
10m 59s
Dec 2023
Tribute to Charlie Munger, The Man Who Taught Warren Buffett How to Invest
#475: Born in 1924, Charlie Munger was raised during the Great Depression.At the time of his death on Tuesday, his net worth was estimated at $2.6 billion.But Munger’s greatest achievement wasn’t merely the scorecard of his net worth. His wit and wisdom, which Munger shared with ... Show More
23m 55s
May 2024
Dispatch from Omaha: Berkshire after Warren Buffett
Late last year, Warren Buffett’s close business confidant Charlie Munger died at 99. Munger’s death and Buffett’s upcoming 94th birthday have renewed questions about the future of Berkshire Hathaway. What will the empire he’s built look like after he’s no longer at the helm?  Beh ... Show More
23m 3s
Feb 2023
TIP521: Warren Buffett's Shareholder Letters
On today’s episode, Clay reviews Warren Buffett’s shareholder letters and shares his takeaways, and distills some of the biggest lessons he learned. If you asked a lot of value investors, they would tell you that reading Buffett’s letters is equivalent to an MBA on value investin ... Show More
56m 23s
May 2024
Turning $1M Into $1B+: A Masterclass From The Indian Warren Buffett
Episode 586: Shaan Puri sits down with Mohnish Pabrai for a rare interview about value investing. Mohnish is sometimes called the "Indian Warren Buffett" for having turned $1M into over $1B+ through stock investing. In this podcast they talk about how founders can become great in ... Show More
1h 53m
Jan 2019
Index Fund
Warren Buffett is the world’s most successful investor. In a letter he wrote to his wife, advising her how to invest after he dies, he offers some clear advice: put almost everything into “a very low-cost S&P 500 index fund”. Index funds passively track the market as a whole by b ... Show More
9m 43s
Jan 2023
TIP513: Warren Buffett's Money Mind
IN THIS EPISODE YOU’LL LEARN:00:00 - Intro02:54 - What it means to have a “Money Mind”.10:08 - How Warren's father’s Libertarian viewpoints rubbed off on Warren’s business mind.24:29 - How Buffett continued to evolve as an investor as the investment landscape changed.29:24 - Tom ... Show More
48m 53s
Jun 2024
TIP635: Deep Diving Into The Warren Buffett Way w/ Robert Hagstrom
Kyle Grieve chats with Robert Hagstrom about reflections from Warren Buffett’s early investing mistakes, why GEICO’s insurance float has been setup so perfectly for use by Warren Buffett, why low turnover portfolio’s outperform other options, why looking at stocks as abstractions ... Show More
1h 14m
Aug 2021
Financials: Robinhood Earnings and a SPAC Disappointment
Here's the top stories from the financial sector this week. Intro: In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP, dig into the first earnings report Robinhood (NASDAQ: HOOD) has issued as a public company. Also, we rece ... Show More
22m 46s