A Breakdown of Buffet's Early Theses with Brett Gardner - The Special Situations Report Episode #48
Description
We’re proud to release this week’s special episode, an interview with our wonderful guest, Brett Gardner. Brett is a value investor and analyst at Discerene Group, and the author of the best-seller, Buffett's Early Investments. The book is incredibly insightful deep dive into Warren Buffet's earliest investment theses and original investment approach, with case studies featuring household names such as Disney and American Express, as well as some lesser-known businesses.
Our conversation with Brett covered multiple fascinating topics – such as Buffett's key components for evaluating an arbitrage situation developed with the fight for British Columbia Power, the importance of a strong management team as tied to Marshall Wells, balancing the worries of key man risk and a complex corporate governance structure with a strong cash flow generating movie business as was the case with Disney, and so much more. We learned so much from this discussion, and we hope our listeners will too.
Check out InsideArbitrage here: https://www.insidearbitrage.com/
Check out Brett Gardner here: https://x.com/brettgardner_10 and https://amzn.to/3TvSHSc
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