Episode Description
Jason and Jeff welcome Alex Morris, a second-time guest and author of 'Buffett and Munger Unscripted.' The trio discusses the significance of Berkshire Hathaway meetings and the making of Alex's book. They delve into Warren Buffett's and Charlie Munger's investment philosophies, the evolution of their strategies, and how individual investors might apply these lessons.
01:03 Introducing the Guest: Alex Morris
02:05 Discussing Alex's Book: Buffett and Munger Unscripted
06:07 Insights on Berkshire Hathaway and Investing
09:52 Buffett and Munger's Investment Philosophy
14:29 Personal Reflections on Investing
20:15 The Future of Berkshire Hathaway
23:21 The Challenge of Excess Cash
24:37 Buffett's Cash Philosophy
25:33 Future of Berkshire's Capital Allocation
36:23 The Influence of Buffett and Munger
Companies mentioned: AAPL, BRK.B, KO, MRKL
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