Why Warren Buffett’s ‘Risky’ Bets Weren’t Risky at All (TIP764)

Stig Brodersen speaks with Tobias Carlisle — founder and managing director of Acquirers Funds — about Warren Buffett’s timeless approach to risk. Drawing from Tobias’s new book, Soldier of Fortune, they explore how ancient wisdom, especially from The Art of War, reveals the deeper logic behind Buffett’s biggest and most misunderstood investing decisions.

What you'll learn here:
00:00:00 - Intro
00:02:04 - Why the deal between General Re and Berkshire Hathaway was a masterstroke
00:18:07 - What the ancient text of the art of war can teach us about today’s financial markets
00:24:57 - Why did Buffett buy BNSF when it’s highly capital-intensive
00:34:49 - Why Apple was – perhaps – the best trade Buffett ever made
00:59:35 - Why Buffett’s investment in Japan is in total alignment with the culture of Berkshire Hathaway
01:12:53 - If Berkshire Hathaway is more or less risky than the S&P 500

Transcript & Guest Info: https://www.theinvestorspodcast.com/e...

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▶️ Related Episodes:
How Warren Buffett Became Warren Buffett | Buffett: The Making of an American Capitalist:    • How Warren Buffett Became Warren Buffett |...  
The Secret to Buffett’s Business Success w/ Lawrence Cunningham:    • The Secret to Buffett’s Business Success w...  
Buffett's Early Investments by Brett Gardner w/ Clay Finck:    • Buffett's Early Investments by Brett Gardn...  

📖 Books Mentioned:
⁠⁠Soldier of Fortune by Tobias Carlisle: https://amzn.to/433u1p2
⁠The Acquirer’s Multiple by Tobias Carlisle: https://amzn.to/4hJJtg7

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⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.

#Investing #WarrenBuffett #ValueInvesting #BerkshireHathaway #TheArtOfWar