Valor Intrínseco

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Ted Weschler - Berkshire Hathaway

Posted by Valor Intrínseco on May 6, 2022 at 7:15 AM Comments comments (0)

Ótima entrevista com Ted Weschler, um dos portfolio managers da Berkshire Hathaway.

Lunch with Warren Buffett, Working for Berkshire Hathaway, and the Future of Investments With Ted Weschler.


Abraços!

Berkshire Hathaway 2022 Annual Shareholder Meeting

Posted by Valor Intrínseco on May 2, 2022 at 6:45 AM Comments comments (0)

Replay da Reunião Anual da Berkshire Hathaway desse sábado.

Berkshire Hathaway 2022 Annual Shareholder Meeting


Abraços!


Kenneth French & HBO on Carl Icahn

Posted by Valor Intrínseco on April 11, 2022 at 6:40 AM Comments comments (0)

Ótimo artigo do professor Kenneth French resumindo parte importante do entendimento atual do mundo acadêmico de finanças sobre investimentos.

Five Things I Know about Investing


Recomendo fortemente o documentário da HBO sobre Carl Icahn  - The Restless Billionaire.Muito bom!

...

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Jamie Dimon, Morgan Housel & Amazon

Posted by Valor Intrínseco on April 7, 2022 at 9:30 AM Comments comments (0)

Carta anual do JP Morgan, escrita por Jamie Dimon.

Letter to Shareholders


Bom artigo do Morgan Housel.

How People Think


Análise simples e interessante da Calcbench.

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Fundsmith, Howard Marks, Dynamo & Guide to the Markets

Posted by Valor Intrínseco on April 2, 2022 at 4:00 PM Comments comments (0)

Ótimo vídeo da reunião anual do Fundsmith.

FUNDSMITH Annual Shareholders' Meeting February 2021


Nova carta do Howard Marks.

The Pendulum in International Affairs


Nova carta da Dynamo.

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Joel Greenblatt, Bill Miller & Andy Jassy

Posted by Valor Intrínseco on March 31, 2022 at 4:35 PM Comments comments (0)

Podcast do TIP com Joel Greenblatt.

RWH003: How To Win The Investing Game w/ Joel Greenblatt


Artigo curtinho sobre o investimento do Bill Miller na Enron.

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Zuckerberg, Guy Spier & MPT

Posted by Valor Intrínseco on March 25, 2022 at 3:25 PM Comments comments (0)

Podcast interessante do Tim Ferriss com Mark Zuckerberg. Uma conversa mais informal e pessoal que o normal.

#582: Mark Zuckerberg - Founder and CEO of Meta


Palestra do Guy Spier na Universidade de St. Gallen na Suíça.

HIC Guy Spier Talk and Q&A @ University of St. Gallen


Podcast com um ...

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Morgan Housel & Bill Browder sobre Rússia

Posted by Valor Intrínseco on March 7, 2022 at 9:40 AM Comments comments (0)

Dois ótimos podcasts para começar a semana. O primeiro é sobre a incrível história de Bill Browder, fundador da Hermitage Capital, um dos primeiros hedge funds a se instalarem na Rússia. O segundo, uma longa conversa do Tim Ferris com Morgan Housel.

The Man Who Fought To Sanction Puti...

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Berkshire Hathaway Letter 2021

Posted by Valor Intrínseco on February 26, 2022 at 1:10 PM Comments comments (0)

Saiu hoje a carta de 2021 da Berkshire Hathway, escrita por Warren Buffett.

Shareholder Letters 2021


Abraços!


Reunião Anual do Daily Journal com Charlie Munger

Posted by Valor Intrínseco on February 18, 2022 at 12:15 AM Comments comments (0)

Ontem aconteceu a reunião anual do Daily Journal, com Charlie Munger!

Charlie Munger speaks at the Daily Journal annual meeting


Abraços!



13-F Holdings do 4T21 (Carteiras Gestores Estrangeiros)

Posted by Valor Intrínseco on February 15, 2022 at 1:00 PM Comments comments (0)

Aí vai nossa seleção de 13-Fs com as carteiras de alguns dos principais gestores estrangeiros.

 

Berkshire Hathaway

Baupost Group (Seth Klarman)

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Carta da Baupost 2021

Posted by Valor Intrínseco on February 3, 2022 at 3:05 PM Comments comments (0)

Carta de 2021 escrita por Seth Klarman. No passado a carta foi tirada do ar - sugiro que façam o download.

Baupost 2021 Year-End Letter


Abraços!



Fundsmith Letter, JPM Guide Latam, Venture Monitor, Expectations Investing & Activism

Posted by Valor Intrínseco on January 26, 2022 at 3:40 PM Comments comments (0)

Começamos com a excelente carta escrita por Terry Smith.

Fundsmith 2021 Letter


Edição recente do Guide to the Markets para a América Latina.

Guide to the Markets - Latam - 4Q21

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Bill Miller 1 e 2

Posted by Valor Intrínseco on January 14, 2022 at 3:55 PM Comments comments (0)

 Bill Miller esteve recentemente no Wealthtrack. Sua entrevista foi separada em duas partes:

Stocks: Holding Winners & New Additions

Betting Big on Cryptocurrency & Bitcoin [2022]


Abraços!



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