TIP764: The Art of Buffett w/ Tobias Carlisle

In this episode of The Investor's Podcast, Stig Brodersen interviews Tobias Carlisle, founder of Acquirers Funds, about his new book, "Soldier of Fortune: Warren Buffett, Sun Tzu, and the Ancient Art of Risk Taking." They discuss Buffett's investment strategies through the lens of Sun Tzu's "Art of War," analyzing deals like the General Reinsurance acquisition and the BNSF railroad purchase. Carlisle explains how Buffett thinks about risk, highlighting the Apple investment as a prime example of Buffett's ability to adapt and thrive in changing markets, and they explore Berkshire Hathaway's unique culture and its approach to business and investing.

Outlines

Part 1: Introduction to Buffett's Strategy

Part 2: Case Studies

Part 3: Adaptation and Long-Term View

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We Study Billionaires - The Investor’s Podcast Network

Part 1: Introduction to Buffett's Strategy

Introduction to Buffett's Investment Strategy and the GENRE Deal

The Strategic Genius Behind the GENRE Acquisition

Applying Sun Tzu's Principles to Buffett's Strategy: Defense and Durability

Part 2: Case Studies

The BNSF Railway Acquisition: Military Method and Strategic Analysis

Buffett's Apple Investment: The Greatest Trade Ever and Victory Without Conflict

Risk and Return: Contrasting Modern Portfolio Theory with Buffett's Value Investing Approach

The Japanese Conglomerates Investment: Following the Moral Law and Aligning with the Natural Flow

Part 3: Adaptation and Long-Term View

Adapting to Changing Times: Tailwinds vs. Headwinds

Berkshire Hathaway vs. the S&P 500: Risk, Durability, and Long-Term Performance

The Long Term: International Exposure and Avoiding Biases

TIP764: The Art of Buffett w/ Tobias Carlisle

We Study Billionaires - The Investor’s Podcast Network

Part 1: Introduction to Buffett's Strategy

00:00Introduction to Buffett's Investment Strategy and the GENRE Deal

Introduction to Buffett's Investment Strategy and the GENRE Deal

07:09The Strategic Genius Behind the GENRE Acquisition

The Strategic Genius Behind the GENRE Acquisition

15:32Applying Sun Tzu's Principles to Buffett's Strategy: Defense and Durability

Applying Sun Tzu's Principles to Buffett's Strategy: Defense and Durability

Part 2: Case Studies

22:53The BNSF Railway Acquisition: Military Method and Strategic Analysis

The BNSF Railway Acquisition: Military Method and Strategic Analysis

35:38Buffett's Apple Investment: The Greatest Trade Ever and Victory Without Conflict

Buffett's Apple Investment: The Greatest Trade Ever and Victory Without Conflict

47:20Risk and Return: Contrasting Modern Portfolio Theory with Buffett's Value Investing Approach

Risk and Return: Contrasting Modern Portfolio Theory with Buffett's Value Investing Approach

55:52The Japanese Conglomerates Investment: Following the Moral Law and Aligning with the Natural Flow

The Japanese Conglomerates Investment: Following the Moral Law and Aligning with the Natural Flow

Part 3: Adaptation and Long-Term View

1:08:14Adapting to Changing Times: Tailwinds vs. Headwinds

Adapting to Changing Times: Tailwinds vs. Headwinds

1:16:21Berkshire Hathaway vs. the S&P 500: Risk, Durability, and Long-Term Performance

Berkshire Hathaway vs. the S&P 500: Risk, Durability, and Long-Term Performance

1:25:27The Long Term: International Exposure and Avoiding Biases

The Long Term: International Exposure and Avoiding Biases