Buffett's Decisions скачать в хорошем качестве

Buffett's Decisions

Warren Buffet’s current net worth is around $165 billion. Have you ever wondered what makes him the most successful investment decision-maker in the world? Every year, in the first week of May, finance professionals flock to his company, Berkshire Hathaway’s AGM in Omaha, desperate to find some answers to that question. Two investors who went last year, Hywel George & Terence Moll let us in on what really goes on at what’s been called ‘Woodstock for capitalists’. And on how Warrren Buffet has influenced their own decision-making. Chapters: 02:30 – The Experience of the Berkshire Hathaway AGM Hywel and Terence describe the energy, queues, and reverence at the "Woodstock for Capitalists." 06:30 – Why Buffett is a Living Legend Comparisons to icons like Tiger Woods and Michael Jordan; the magic of seeing greatness up close. 09:00 – Buffett’s Greatest Decision: Learning from Mistakes The early Berkshire Hathaway textile investment and Charlie Munger’s pivotal advice to shift strategy. 13:00 – Investing with Integrity and Emotional Intelligence Why character and truthfulness in company leadership matter more than numbers alone. 17:00 – The Unique Buffett-Munger Partnership How physical distance strengthened their collaboration, and why compounding over 60 years was so powerful. 20:00 – Investing in a Noisy World How Buffett’s minimalist decision-making and resistance to hype cycles (like the Dotcom boom and crypto) shaped long-term success. 24:00 – Life Lessons Beyond Investing Why most questions at Berkshire’s AGM are about life choices — love, work, longevity, and integrity. 28:00 – Buffett’s Philanthropic Decision Bruce reflects on Buffett’s commitment to donate 99% of his wealth and what it says about values and decision-making. __________________________________________________________ Key takeaways: • Simplicity and Patience Win: Buffett’s genius lies in making few decisions but executing them exceptionally well over time. • Integrity Over Everything: Integrity in leadership is non-negotiable for sustainable business success. • Emotional Intelligence Matters: Successful investing is deeply human; it requires judgment about character and emotion. • Long-Term Mindset: Buffett’s success is powered by a focus on the next 10–50 years, not the next quarter. • Learning from Mistakes: Buffett’s early mistakes, particularly with Berkshire Hathaway itself, helped shape a stronger investment philosophy. • Importance of Structure: GEICO’s acquisition and use of "float" — permanent capital — was a masterstroke in capital allocation. • Avoid Hype: Buffett and Munger’s refusal to chase trends, even at the cost of missing out temporarily, shows the value of sticking to core principles. • Philanthropy as a Decision: Buffett’s commitment to giving away his fortune represents perhaps his most profound decision, impacting millions. ________________________________________ References • The audio clip of Warren Buffett is from an address to the University of Georgia    • Видео   • Berkshire Hathaway AGM – Often called the "Woodstock for Capitalists." • Warren Buffett https://www.berkshirehathaway.com/ • Books: o The Intelligent Investor by Benjamin Graham • Key Figures: o Charlie Munger (Buffett’s late business partner) o Tim Cook and Bill Gates (noted attendees at the AGM) • Companies Mentioned: o Coca-Cola, Apple, Kraft Heinz, Bank of America o Goldman Sachs, Amazon, Nvidia • Philanthropy: o Bill and Melinda Gates Foundation ________________________________________ Memorable Quotes Hywel George: "Warren has done things which as professional investors we are in awe of — it's like standing near Tiger Woods in golf." Terence Moll: "I wish I had gone to the AGM 20 years ago. It would have fundamentally altered my decision-making." Charlie Munger (quoted): "The first rule of compounding: never interrupt it unnecessarily." Warren Buffett (quoted): "If you lose money for the firm, I will be understanding. If you lose one ounce of reputation for the firm, I will be ruthless." Terence Moll: "The most important decision is the choice of business partners and allies."