Sessions at University of Nebraska Omaha on May 2, 2025 and Columbia Business School on March 25, 2025

6/12/2025

I very much enjoyed my sessions with University of Nebraska Omaha on May 2, 2025, and Heilbrunn Center for Graham and Dodd Investing at Columbia Business School on March 25, 2025. I talked about Berkshire Hathaway's decisions on investing in various stocks, portfolio diversification vs. concentration, learnings from Warren Buffett and Charlie Munger and how to select a stock.

You can also refer to the presentation here.

Enjoy!

www.youtube.com/watch?v=NrTz1uiL3RU

Here is the link to the podcast:

If you prefer reading over listening, here is the transcript.

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