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Warren Buffett: Lessons from the Oracle of Omaha

In this special celebratory episode from The Investor’s Podcast, host William Green reflects on Warren Buffett’s historic decision to retire as CEO of Berkshire Hathaway after six decades, with Greg Abel set to take over at the end of 2025.

Green shares his personal observations from attending the annual shareholder meeting in Omaha where the announcement was made, describing it as the most joyful meeting he’s ever attended. The episode features powerful highlights from Green’s previous conversations with legendary investors including Joel Greenblatt, Nick Sleep, Thomas Russo, Chris Davis, Chuck Akre, and Christopher Bloomstran, all discussing Buffett’s profound influence on their investment approaches.

Here are the key takeaways:

  • Concentrated investing wins over diversification: Buffett revealed that he and Charlie Munger made most of their money from just eight or nine ideas over 50 years, emphasizing extreme selectivity and patience over frequent trading.
  • Character and relationships matter as much as returns: Green observed Buffett’s genuine kindness, humility, and generosity of spirit throughout the meeting, noting how he lifts people up by praising individuals by name while only criticizing by category.
  • Succession planning demonstrates alignment with shareholders: Buffett announced Greg Abel’s appointment during the meeting itself, with even Abel learning about it in real-time, showing transparent communication and stating he has no intention of selling any Berkshire shares.
  • Learning from masters accelerates success: Joel Greenblatt described how he reverse-engineered Buffett’s Coca-Cola investment to justify buying Moody’s, demonstrating that “original thinking is overrated” when you can study the world’s best investors.
  • Long-term relationships compound like investments: Just as Buffett holds great investments for decades, he maintains decades-long friendships and business relationships, with Warren advising to “treasure” the special people you meet and “discard the rest”.

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