• #64 Brett Gardner: Buffett's Early Investments

  • Nov 12 2024
  • Length: 48 mins
  • Podcast

#64 Brett Gardner: Buffett's Early Investments

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  • Summary

  • Brett Gardner is an investment analyst at the US-based investment partnership Discerene Group and, since about a week, a published author with his book Buffett’s Early Investments. The focus of our conversation is Brett's book, where he has uncovered a few of Buffett’s investments in the 1950s and 1960s that until now have been rather unknown.For more info about the podcast, go to the episode page and make sure to follow us on X/Twitter. We love to hear your thoughts on what you like and what we can improve, so please give us your rating and a review. You’re also very welcome to tell us about great authors, books, and investors you want to hear on the show. Thank you! /Eddie & Niklas with teamThis episode was recorded on October 9, 2024. The video was unfortunately not recorded due to technical issues.—————————————Episode Chapters(00:00) Introduction by Eddie & Niklas(01:34) Introduction to Brett (04:21) Buffett’s Early Investments(08:47) How the investments were selected(15:30) Marshall-Wells: The first investment(20:52) Philadelphia and Reading (27:36) Walt Disney Productions(36:10) Can Buffett compound $1 million at 50% per year?(39:18) Brett’s current role at Discerene Group(40:53) Two lesser-known book recommendations(45:37) Final remarks—————————————Books MentionedA Random Walk Down Wall Street - Burton Malkiel The Making of an American Capitalist - Roger LowensteinThe Intelligent Investor - Benjamin GrahamSecurity Analysis - Benjamin GrahamSnowball - Alice SchroederBuffett’s Early Investments - Brett Gardner Poor Charlie’s Almanack - Peter KaufmanDamn Right! - Janet LoweThe Halo Effect - Phil RosenzweigGood Strategy Bad Strategy - Richard Rumelt The Crux - Richard Rumelt Titan: The Life of John D. Rockefeller, Sr - Ron Chernow —————————————Companies MentionedAT&TCoca ColaBritish Columbia PowerMarshall-WellsPhiladelphia and Reading Walt Disney ProductionsAmerican ExpressBerkshire Hathaway—————————————More on BrettTwitter/X - @brettgardner_10LinkedIn - Brett GardnerE-mail - brett@buffettsearlyinvestments.com —————————————About the PodcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter/X: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter/X: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se
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