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#54 – Berkshire Hathaway Letter to Shareholders with Jake Taylor

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Manage episode 286887760 series 2854232
Content provided by RealTime Performance and Sean Murray. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RealTime Performance and Sean Murray or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The topic of this week’s episode is Warren Buffett’s annual letter to Berkshire Hathaway shareholders. My guest is Jake Taylor, the Chief Executive Officer of Farnam Street Investments. Jake has been a previous guest on The Good Life as part of the Decision-Making Mastermind Group. Jake breaks down Warren Buffett's latest Letter to Berkshire Shareholders and helps us understand what we can learn. Jake is an incredibly knowledgeable investor, and he follows Berkshire carefully, so he's familiar with the company and he brings unique insight into interpreting Buffett's letter and his message to the investing community.

This show grew out my interest in Value Investing and in helping others to apply the principles of value investing to our lives. Buffett's annual letter is always full of wisdom and Jake helps us unpack this year's edition so we can get the most out of it.

What You'll Learn

  • How to analyze Berkshire’s earnings
  • Buffett’s two primary goals for his leadership of Berkshire in 2020 and why he didn’t meet either of them
  • What share repurchases at Berkshire and Apple in 2020 mean for Berkshire shareholders
  • How to think about the Retained Earnings at the companies Berkshire partially owns
  • Why Buffett is writing down his purchase of Precision Cast Parts
  • The structural advantages of Berkshire
  • The “Four Jewels” of Berkshire
  • Why you should never bet against America
  • The surprise announcement about this year’s annual meeting

Books & Resources

Connect with Jake Taylor

Connect with Sean Murray

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  continue reading

71 episodes

Artwork
iconShare
 
Manage episode 286887760 series 2854232
Content provided by RealTime Performance and Sean Murray. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RealTime Performance and Sean Murray or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The topic of this week’s episode is Warren Buffett’s annual letter to Berkshire Hathaway shareholders. My guest is Jake Taylor, the Chief Executive Officer of Farnam Street Investments. Jake has been a previous guest on The Good Life as part of the Decision-Making Mastermind Group. Jake breaks down Warren Buffett's latest Letter to Berkshire Shareholders and helps us understand what we can learn. Jake is an incredibly knowledgeable investor, and he follows Berkshire carefully, so he's familiar with the company and he brings unique insight into interpreting Buffett's letter and his message to the investing community.

This show grew out my interest in Value Investing and in helping others to apply the principles of value investing to our lives. Buffett's annual letter is always full of wisdom and Jake helps us unpack this year's edition so we can get the most out of it.

What You'll Learn

  • How to analyze Berkshire’s earnings
  • Buffett’s two primary goals for his leadership of Berkshire in 2020 and why he didn’t meet either of them
  • What share repurchases at Berkshire and Apple in 2020 mean for Berkshire shareholders
  • How to think about the Retained Earnings at the companies Berkshire partially owns
  • Why Buffett is writing down his purchase of Precision Cast Parts
  • The structural advantages of Berkshire
  • The “Four Jewels” of Berkshire
  • Why you should never bet against America
  • The surprise announcement about this year’s annual meeting

Books & Resources

Connect with Jake Taylor

Connect with Sean Murray

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  continue reading

71 episodes

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