Ep. 1 - Investment Philosophies of Buffett and Munger | Learn how to pick a stock

A gold mine, a treasure trove, the holy bible for investment professionals - Warren Buffett’s letters to his shareholders are rich with lessons for business, investments, and life in general. They are a reader’s delight. But if you prefer to watch instead of read, you can watch us discuss Buffett’s letters five at a time.
This episode, covering Buffett’s letters from 1977 to 1981, is the first in a series of episodes where we discuss his stocks, acquisitions, and investment principles. Find out the sectors and asset classes Buffett was initially invested in and the rationale behind those. Tune in to also know his sharp views on economics, accounting, and management.

00:00 Introduction
02:04 Buffett’s early life
04:41 How did Buffett and Munger meet?
07:12 The economic scene in the US of 1977-1981
08:57 Why Buffett preferred equity despite high interest rates?
10:04 How Buffett explained purchasing power?
11:05 Where was Buffett invested?
13:37 Problems with Buffett’s investments
14:07 Buffett had acquired Berkshire Hathaway, not founded
15:56 Problems with insurance business
17:35 See’s Candies - understanding retail
19:15 Four investing filters
20:02 Ben Graham’s Mr. Market
21:00 Understanding earnings prospects
24:12 Transparency through shareholder letters
25:34 Summary and key takeaways

Ep - 2 Merger & Acquisition | Warren Buffett's Letters (1982 - 1986):

Link to Buffett’s letters to Berkshire Hathaway shareholders:

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[Dantursi]

My advice to new investors: Buy good companies stocks and hold them as long as they are good companies. Just do this and ignore the forecasts and market views which are at best entertaining but completely useless.

[tonysilke]

If I had $84k I would invest $50k in tech & $34k into dividend stock with a proven track record to grow with capital appreciation & dividend increase year over year

[Marquez]

Taking early notes from Warren as to the importance of sound asset diversification and risk management It can’t be overstated. I’ve been trying to grow my portfolio of $300K for sometime now, I would greatly appreciate any other suggestions.

[dineshms]

I'm so glad you guys decided to do this series. Thank you. The retail investors need to see this bigtime...

[puneetpraveen]

Please remove the background music, it's annoying.

[seilkim]

I'm a Korean who is very interested in Warren. This is a very analytical video which is rare in Korea. Sincerely thanks and looking forward to seeing all the remain years. Kudos to all the panel.

[Govilg]

my first key takeaways is
1. warren buffett's sir use the power of compounding in early
2. he clearly mention in letter, invest in companies they known about business
3. book value, what you will earn in the future is your intrinsic value

[notKhalid]

22:09 it's not ROE (Return on Equity) it's ROIC (Return on invested capital), that's what buffet kept in check.

[abinashjued]

You are requested to upload warren Buffett letters in hindi so that every indian can understand easily and can relate... thank you... waiting for the response...

[alok]

Great initiative, i felt the video was over engineered. keep it simple where one person explains the letters to another.

[Bantytiwari]

Make content on security analysis book of Benjamin Graham..

[Karnav_Shah]

key takeaways are...
Always practice Mindfulness
greediness is curse
always under commit and over deliever 🙏

[meetgori]

great u started this series knowing about warren and Charlie is so much fun, but this feels like some sort of presentation and not a podcast or general discussion

[hrushikesh_c]

The background score should be given a second thought.

[vivekknji]

Amazing content on Warren and Munger. Its good for all ages 😊

[SharathRaju-nd]

A very clear articulation to understand even for non-financial people. Thank you for doing this!

[VivekKumar-mhkh]

Amazing work! Keep it up, team Varsity! ❤

[vishalghosalkar]

Very good varsity team.. ! Please continue the series & my request is to kindly make a video series of mental models which were explained by charlie munger in his book 'Poor Charlie's almanack'.

[physicslate]

Good effort, but honestly, you guys need to do better. I lost my interest 2 min into the video, could not continue after 4 min.
No offence but learn from Groww, their YouTube content is much better(not a hater)

[Onlynatures]

How much he invested to became millionaire in his 30. Tell full story😂😂