Alex Morris - Buffettology

The Business Brew

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5M ago 1:07:05

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Buffett and Munger Unscripted: A Conversation with Alex Morris

Alex Morris, friend of the show (and IRL), author of TSOH Investment Research stops by to discuss his new book "Buffett and Munger Unscripted." The book offers three decades of insights from Berkshire Hathaway shareholder meetings, grouped by topic area to provide a coherent understanding of Warren Buffett and Charlie Munger's investment wisdom.

Alex shares his experience writing the book, including the extensive work involved and his communication with Berkshire. They also discuss various investment philosophies, the importance of transparency in investment research, and the challenges faced by consumer brands in today's market.

Further, they reflect on the impact and potential risks of long-term investments in businesses like Dollar Tree and the complexities of analyzing brands like Jack Daniels.

00:00 Welcome to the Business Brew

00:06 Introducing Alex Morris and His New Book

02:02 Personal Anecdotes and Family Stories

05:15 The Journey of Writing the Book

12:23 Insights on Buffett and Munger's Investment Strategies

28:53 Discussion on Dollar Stores and Retail Landscape

34:19 Analyzing Dollar Tree's Market Position

36:06 The Value Proposition of Dollar Stores

38:08 Comparing Retail Strategies

39:23 Brand Value and Pricing Power

41:14 Consumer Brands and Retail Dynamics

44:27 Investment Strategies and Portfolio Management

49:11 The Philosophy of Investing

55:01 The Business of Writing and Publishing

01:00:44 Reflections and Future Plans

175 episodes

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