07:09 Rate of return 11:11 Fish in the pond of high return businesses 14:12 The three legged stool 21:11 Reducing risk 24:05 Akre Funds 25:49 Examples 43:20 Q&A 52:05 When to sell
Yea what would his return have been i’d he never bought berkshire?Im going with the averages or maybe just a little higher.I doubt if he gives out that info though.
Hi! Does anybody understand why if Chuck has invested in multiple 100x baggers why in the last 7 year he has only outperform the S&P by 3%. I understand that 3% compounded is a lot but mathematically considering a 100 bager in your portfolio the return should be much higher.
His position sizes seems to put him in mungers closet-indexer category. I wonder why would he like to do that instead of the low-risk max-concentration mungerian/himalayan approach.
07:09 Rate of return
11:11 Fish in the pond of high return businesses
14:12 The three legged stool
21:11 Reducing risk
24:05 Akre Funds
25:49 Examples
43:20 Q&A
52:05 When to sell
This guy's portfolio is a museum of compounders! The ultimate retirement asset
Museum of compounders 😂
@Prasad Kancharla Value Investing Masterclass with NUS
@Soren Peterson which one?
me too
@Chris Vis haha YUP, over 24 or even 36
He is a legend. AKREX returns speak volumes.
Very insightful!
An investor's investor who's done very well for this one.
Very good presentation. Thanks for sharing.
When legend speaks I listen.
excelente , gracias!!!
Nice lecture.
Very good video!
Alguien lo tendrá subtitulado al español ?
CONGRATULATIONS 👏👏
Legend
He doesn't have 2 hundred baggers, one of them is a 2500 bagger, he got 2500x return on berkshire hathaway..
Yea what would his return have been i’d he never bought berkshire?Im going with the averages or maybe just a little higher.I doubt if he gives out that info though.
Extremely good..
Love from Bihar, India ❤
Felt like listening surabh mukrehja
Both have almost same strategies
I fully understand his logic but why do i always feel that it is hard to follow? i have ended up buying cigar butts or indexes.
Love you ❤️
Hi! Does anybody understand why if Chuck has invested in multiple 100x baggers why in the last 7 year he has only outperform the S&P by 3%. I understand that 3% compounded is a lot but mathematically considering a 100 bager in your portfolio the return should be much higher.
His position sizes seems to put him in mungers closet-indexer category. I wonder why would he like to do that instead of the low-risk max-concentration mungerian/himalayan approach.
Position size. Unfortunately those higher beta positions have a much smaller size in his portfolio. "Risk adjusted".
I have a question: How much wood could a woodchuck chuck if a woodchuck could chuck wood?
24:30
How roe is 20%
Earnings(1) divided by book value(5)
When you get to the traffic light turn. Which way and from which direction? This guy is full of crap.