David Polen, the late founder of Polen Capital Management, speaks on value investing. From the mid 1980’s.
Polen discusses in depth; Benjamin Graham, Warren Buffett, value line, and overall the value investing approach to investing. Value investing did not gain its popularity until 2000 or so, so this is really interesting to see from the 1980s. Polen notes how much investors made on Berkshire stock. They have made even more 30 years later.
Here’s what Charlie Munger had to say at the Daily Journal meeting
Charlie Munger spoke at the Daily Journal Corporation's Annual Meeting of Shareholders today. Although Warren Buffett is the more well-known Berkshire Hathaway chief, Munger has been at his side through much of his investing career. Q4 2020 hedge fund letters, conferences and more Charlie Munger's speech at the Daily Journal meeting was live-streamed on Yahoo Read More
Must view video is embedded below: