| blast_investor Mon Dec 31, 2007 5:19 pm |
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video - Warren Buffett MBA Talk Warren Buffett MBA Talk (probably in 1998 - 1999)
part 1 to part 10 at YouTube
http://www.youtube.com/watch?v=DfuXKpMFUjc
Buffett's talk covered several topics as below
Part 1 - Personal quality issue
Part 2 - Long Term Capital Management
Part 3 - Business Evaluation, Coca Cola, etc
Part 4 - Business Evaluation, Candy, Disney, etc.
Part 5 - Circle of Competence
Part 6 - Important Knowable, macro-feelings,
Part 7 - Wall Street, Portfolio Turnover, etc.
Part 8 - Diversificiation issue, how many picks in portfolio
Part 9 - small cap verses large cap, real estate land trust
Part 10 - Prefer market going down, odds by birth. |
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