Podcast
The Investors
Hosted by Investing Wisdom · ENGLISH
The Investors is a long-form podcast dedicated to the thinking, principles, and decision-making frameworks of the world’s most respected investors.
Each episode explores the ideas of investors such as Warren Buffett, Charlie Munger, Howard Marks, Ray Dalio, Jim Simons, and Stanley Druckenmiller, not through headlines, but through qualitative and quantitative investing.
Hosted on Acast. See acast.com/privacy for more information.
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Episodes
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Warren Buffett Partnership Letter 1960
5d ago00:16:28Tap to summarizeWarren Buffett's 1960 letter to partners, covering a year when the Dow fell 6.3% while his seven partnerships gained 22.8% — exactly the kind of down-market outperformance he'd been aiming for. The bulk of the letter tells the story of Sanborn Map Co., a sleepy monopoly whose stock traded for less than the value of its own investment portfolio, and how Buffett built a stake, joined the board, and unlocked the hidden value inside it. Hosted on Acast. See acast.com/privacy for more information.
Transcribe →Warren Buffett Partnership Letter 1959
6d ago00:05:46Tap to summarizeWarren Buffett's 1959 letter to partners, written as the Dow surged nearly 20% on a wave of investor enthusiasm he found unsettling. His six partnerships still averaged a 25.9% gain, driven largely by a single holding now grown to 35% of assets, as he warns against "New Era" thinking and the belief that trees can grow to the sky. Hosted on Acast. See acast.com/privacy for more information.
Transcribe →Warren Buffett Partnership Letters 1958
2w ago00:07:45Tap to summarizeWarren Buffett's 1958 letter to partners. His funds beat a booming Dow Jones (up 38.5%) with gains up to 46.2%, and he walks through a real trade — quietly building a 12% stake in a small New Jersey bank at $51 a share before selling at $80. A look at his patient, value-driven approach during a rising, increasingly speculative market. Hosted on Acast. See acast.com/privacy for more information.
Transcribe →Warren Buffett Partnership Letters 1957
2w ago00:07:35Tap to summarizeWarren Buffett's second annual letter to his partnership, written in 1957. He explains how his funds beat the Dow Jones (down 8.5%) with gains of 6% to 25%, breaks down his "work-outs" vs. undervalued stocks strategy, and makes the case for patience over market timing. Hosted on Acast. See acast.com/privacy for more information.
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