Trying to Solve the Investment Puzzle | Chuck Akre | Talks at Google
Тәжірибелік нұсқаулар және стиль
Chuck discusses the following in his talk:
1. I started with zero knowledge
2. I needed to figure out what made a good investor
3. What made a good investment?
4. How do you measure the success of a private business, with no share price discovery?
5. What are real returns over time?
6. Why is this the case?
7. There a lots of way to get to heaven (Nirvana)
8. The magic of compounding
9. There is no correct answer!
Chuck established Akre Capital Management in 1989 and, for a time, operated it as part of Friedman, Billings, Ramsey & Co. In 2000, Akre Capital Management again became independent and established its current location in Middleburg, VA in 2002. Chuck holds a B.A. in English Literature from American University.
Moderated by Saurabh Madaan.
Пікірлер: 44
This guy's portfolio is a museum of compounders! The ultimate retirement asset
@sorenpeterson1856
2 жыл бұрын
Are you also here after listening to today’s Mohnish Pabrai lecture?
@BradKaellner
2 жыл бұрын
@@sorenpeterson1856 absolutely 🎯
@cv0669
2 жыл бұрын
lol there's probably dozens of us DOZENS
@lordraja297
2 жыл бұрын
@@cv0669 haha YUP, over 24 or even 36
@darshanjain8458
2 жыл бұрын
me too
07:09 Rate of return 11:11 Fish in the pond of high return businesses 14:12 The three legged stool 21:11 Reducing risk 24:05 Akre Funds 25:49 Examples 43:20 Q&A 52:05 When to sell
Simple and brilliant. If compounding is considered the Eighth Wonder, simplicity should be treated at par.
Very insightful!
Very good presentation. Thanks for sharing.
When legend speaks I listen.
Very good video!
Love from Bihar, India ❤
An investor's investor who's done very well for this one.
Extremely good..
CONGRATULATIONS 👏👏
Nice lecture.
Legend
I fully understand his logic but why do i always feel that it is hard to follow? i have ended up buying cigar butts or indexes.
excelente , gracias!!!
He doesn't have 2 hundred baggers, one of them is a 2500 bagger, he got 2500x return on berkshire hathaway..
@jimjackson4256
Жыл бұрын
Yea what would his return have been i’d he never bought berkshire?Im going with the averages or maybe just a little higher.I doubt if he gives out that info though.
@manunes4598
6 ай бұрын
@@jimjackson4256 see his returns von American tower .. see his returns the last 10 years , Berkshire was the smallest part of that
Felt like listening surabh mukrehja Both have almost same strategies
Love you ❤️
Love from soic
24:30
Alguien lo tendrá subtitulado al español ?
@matiassanchez8352
Жыл бұрын
Puedo traducir las partes más importantes
Hi! Does anybody understand why if Chuck has invested in multiple 100x baggers why in the last 7 year he has only outperform the S&P by 3%. I understand that 3% compounded is a lot but mathematically considering a 100 bager in your portfolio the return should be much higher.
@beefquiche
Жыл бұрын
Position size. Unfortunately those higher beta positions have a much smaller size in his portfolio. "Risk adjusted".
@arminsebastia
Жыл бұрын
His position sizes seems to put him in mungers closet-indexer category. I wonder why would he like to do that instead of the low-risk max-concentration mungerian/himalayan approach.
I have a question: How much wood could a woodchuck chuck if a woodchuck could chuck wood?
How roe is 20%
@sharanisrani
3 жыл бұрын
Earnings(1) divided by book value(5)
He's Indian! i guess
Is he supposed to be "teaching" something? It sounds like he's just selling his fund.
When you get to the traffic light turn. Which way and from which direction? This guy is full of crap.