Lessons from Warren Buffett: Missing Amazon and Microsoft

Johnny Hopkinsinvesting insights2 Comments

In this interview with Andy Serwer, Warren Buffett reflects on his admiration for Jeff Bezos and his remarkable execution of Amazon’s vision, acknowledging that he didn’t foresee its success. He admits to missing investment opportunities like Microsoft but doesn’t regret them as they were outside his circle of competence. Instead, … Read More

Mohnish Pabrai: Which Sectors Investors Should Avoid

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In this Q&A session at Boston College and Harvard Business School, Mohnish Pabrai discusses the importance of understanding one’s circle of competence when evaluating businesses. He advises focusing on industries and companies that align with personal knowledge and avoiding sectors like biotech, blockchain, or U.S. healthcare, which may involve complexities or … Read More