How Warren Buffett Builds a Winning Portfolio w/ Kyle Grieve (TIP662)

Kyle Grieve discusses Jeremy Miller's book Warren Buffett's Ground Rules. He discusses avoiding being taken advantage of by Mr. Market, maximizing the effects of compounding, tracking investment performance, aligning with partners, contrarianism in investing, and the challenge of scaling capital.

IN THIS EPISODE YOU’LL LEARN:
00:00:00 - Intro
00:04:16 - How to think about the time lag between a business's changing fundamentals and its market price
00:09:21 - The story that taught Warren Buffett about the magic of compounding
00:14:05 - Why avoiding frictional costs is so crucial to maximizing your ability to compound your money
00:20:32 - The five characteristics to avoid if you want to outperform the market
00:35:46 - The four investing buckets that Buffett invested in | Warren's strategies for investing in generals, merger arbitrage, and controls
00:54:00 - Contrasting contrarianism and conservatism in investing and how to leverage it to make better investments
00:56:28 - Warren's early thoughts on concentration and diversification
01:00:18 - The two primary reasons scaling up capital can erode investment returns
01:04:37 - The importance of sticking to your investing principles and not dropping them just because other people are succeeding in unsustainable ways

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On We Study Billionaires, we interview and study famous financial billionaires including Warren Buffett, Bill Gates, and Ray Dalio. We teach you what we learn and how you can apply their investment strategies in the stock market.

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[drt]

Thanks brotha love the channel lots of value

[KamilMauel]

Buffet from time to time is always welcomed 🙂.
BRK increased its market cap +$0.5T (+100%) since pre-coivd and +$0.65T (+200%) since covid. Those mean CAGRs +17% and +32%. Even the former is not so distant from the long term average. When Apple was the current BRK-sized $1T cap it added +$2T in 1.75 years and NVIDIA +$2.4T in 0.75 years. The big ones can still ignore the speed limit.

[CP-woou]

Another great episode Kyle; enjoyed it. Thank you.

[nonexistent]

His early career enjoyed some serious tailwinds though... the declining interest rates were the most nonreplicable aspect of his early investment approach.