This week, I speak with Alex Morris, author of “Buffett and Munger Unscripted: Three Decades of Investment and Business Insights from the Berkshire Hathaway Annual Shareholder Meetings.” They discuss his research into the legendary investors and the challenges in interpreting markets.
The book dives into decades of Berkshire’s annual meetings. Morris began by creating a spreadsheet to track every meeting, topic, and subject matter. Expecting someone else would eventually write the Buffett/Munger annual meeting book, he took his time plowing through all of the videos of all of the meetings.
A list of his current reading/favorite books is here; A transcript of our conversation is available here Tuesday.
You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube (video), YouTube (audio), and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here.
Be sure to check out our Masters in Business next week with David Booth, Founder, Chairman, and former CEO of Dimensional Funds Advisors. DFA just crossed $1 trillion dollars, and has become the largest active equity ETF manager. Booth’s new book is “Stay Calm: Learn to Embrace Uncertainty in Investing and Life.”
Current Reading/Favorite Books
The Essays of Warren Buffett by Lawrence Cunningham
One Up On Wall Street by Peter Lynch
The Fairfax Way: Inside Prem Watsa’s Secret to Lasting Success by David Thomas
The Making of a Permabear: The Perils of Long-term Investing in a Short-term World by Jeremy Grantham
