Warren Buffett Buys Japan, Bill’s Big Bet, RJR RuBisCO, Buffett Indicator
In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about:Q2 2020 hedge fund letters, conferences and moreWarren Buffett Buys JapanBill’s Big Bet $QRTEA v $ZMRuBisCO – Suboptimal Environments That Remain UnchangedThe Buffett IndicatorTheil’s 10x Technology RulePassing On Seth KlarmanInternet TaxInvestors Should Read John Malone’s Liberty LettersDoes Value Investing Still Make Sense?Montier’s Investing In The Age Of Financial RepressionYouTube’s Push For AdsYou can find out more about the VALUE: After Hours Podcast here – VALUE: After Hours Podcast. You can al...