Trying to Solve the Investment Puzzle | Chuck Akre

Trying to Solve the Investment Puzzle | Chuck Akre | Talks at Google

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7 жыл бұрын

Chuck discusses the following in his talk:
1. I started with zero knowledge
2. I needed to figure out what made a good investor
3. What made a good investment?
4. How do you measure the success of a private business, with no share price discovery?
5. What are real returns over time?
6. Why is this the case?
7. There a lots of way to get to heaven (Nirvana)
8. The magic of compounding
9. There is no correct answer!
Chuck established Akre Capital Management in 1989 and, for a time, operated it as part of Friedman, Billings, Ramsey & Co. In 2000, Akre Capital Management again became independent and established its current location in Middleburg, VA in 2002. Chuck holds a B.A. in English Literature from American University.
Moderated by Saurabh Madaan.

Пікірлер: 46

@BradKaellner 2 жыл бұрын

This guy's portfolio is a museum of compounders! The ultimate retirement asset

@sorenpeterson1856 2 жыл бұрын

Are you also here after listening to today’s Mohnish Pabrai lecture?

@BradKaellner 2 жыл бұрын

@@sorenpeterson1856 absolutely 🎯

@cv0669 2 жыл бұрын

lol there's probably dozens of us DOZENS

@lordraja297 2 жыл бұрын

@@cv0669 haha YUP, over 24 or even 36

@darshanjain8458 2 жыл бұрын

me too

@octhx Жыл бұрын

07:09 Rate of return 11:11 Fish in the pond of high return businesses 14:12 The three legged stool 21:11 Reducing risk 24:05 Akre Funds 25:49 Examples 43:20 Q&A 52:05 When to sell

@raghvinderjoshi4667 8 ай бұрын

Simple and brilliant. If compounding is considered the Eighth Wonder, simplicity should be treated at par.

@Vi3ioN_BTC 7 жыл бұрын

Very insightful!

@KubazTKDLBL 3 жыл бұрын

When legend speaks I listen.

@100foldreturn1 3 жыл бұрын

Very good presentation. Thanks for sharing.

@ConvergenceTrader 2 жыл бұрын

Love from Bihar, India ❤

@mrgyani 2 жыл бұрын

He doesn't have 2 hundred baggers, one of them is a 2500 bagger, he got 2500x return on berkshire hathaway..

@jimjackson4256 Жыл бұрын

Yea what would his return have been i’d he never bought berkshire?Im going with the averages or maybe just a little higher.I doubt if he gives out that info though.

@manunes4598 9 ай бұрын

@@jimjackson4256 see his returns von American tower .. see his returns the last 10 years , Berkshire was the smallest part of that

@motleyd 2 жыл бұрын

I fully understand his logic but why do i always feel that it is hard to follow? i have ended up buying cigar butts or indexes.

@RoyalAce2 5 жыл бұрын

An investor's investor who's done very well for this one.

@AlessandroOrlandi83 5 жыл бұрын

Very good video!

@elanjelian 19 күн бұрын

“We try … to be Investors in the value of businesses, instead of speculators of the price of shares”. “Compound capital at above average rate while incurring below average level of risk”. Typical characteristics of businesses owned: 1) more growth; 2) higher ROC; 3) stronger balance sheets; and frequently 4) lower valuations than the market.

@varunjain7895 3 жыл бұрын

Extremely good..

@SebastianRodriguez-ep9cm Жыл бұрын

excelente , gracias!!!

@prathameshgaikwad9536 2 жыл бұрын

Felt like listening surabh mukrehja Both have almost same strategies

@DKForensic 2 жыл бұрын

Nice lecture.

@vroomkeys 5 жыл бұрын

Legend

@Lsr000 2 ай бұрын

What book he's talking about? Somehow I can't find it, maybe I don't hear it right

@ravindertalwar553 Жыл бұрын

CONGRATULATIONS 👏👏

@moneycreator007 Жыл бұрын

Love from soic

@IMSRGURJAR 2 жыл бұрын

Love you ❤️

@Lifeissorich. 5 жыл бұрын

24:30

@juanmanuel-io6cc Жыл бұрын

Alguien lo tendrá subtitulado al español ?

@matiassanchez8352 Жыл бұрын

Puedo traducir las partes más importantes

@pabloespinosa8691 Жыл бұрын

Hi! Does anybody understand why if Chuck has invested in multiple 100x baggers why in the last 7 year he has only outperform the S&P by 3%. I understand that 3% compounded is a lot but mathematically considering a 100 bager in your portfolio the return should be much higher.

@beefquiche Жыл бұрын

Position size. Unfortunately those higher beta positions have a much smaller size in his portfolio. "Risk adjusted".

@arminsebastia Жыл бұрын

His position sizes seems to put him in mungers closet-indexer category. I wonder why would he like to do that instead of the low-risk max-concentration mungerian/himalayan approach.