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Circle of Competence
34 minutes | Nov 26, 2018
Ep. 1 - What is an empty building worth?
In this episode, Benton & Neil discuss the valuation techniques and tips of some investment greats like Warren Buffett, Seth Klarman, and Howard Marks. They dive into two actual investments that Buffett made in the 1980's and 90's in real estate and farming and expand the discussion to the general practice of valuing an investment opportunity. Question for the audience: Is there a stock today that looks like an 'empty building' (looks like it might be worth zilch) but perhaps warrants a contrarian view? Show Notes: Seth Klarman on investing vs. speculating Buffett's annual letter highlighting real estate and farm investments The Happy Medium - Howard Marks 2004 Memo Lessons from the trading pro, Ed Thorpe
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