A Breakdown of Buffet's Early Investments with Brett Gardner
The Special Situations Report Podcast Episode 48
Episode 48 of our weekly Special Situations Report Podcast is out and can be found on Spotify, YouTube and Apple Podcasts.
This week we are absolutely thrilled to have Brett Gardner as the eight guest on our podcast.
Brett is a value investor and analyst at Discerene Group and the author of the best-seller, Buffett’s Early Investments, a book that is an absolute joy to read. The book features case studies of household names such as Disney (DIS) and American Express (AXP) as well as some lesser-known businesses.
Our conversation with Brett covered multiple fascinating topics – such as Buffett’s key components for evaluating an arbitrage situation, the importance of a strong management team as tied to Marshall Wells, balancing the worries of key man risk and a complex corporate governance structure as was the case with Disney, and so much more. We learned so much from this discussion, and we hope our listeners will too.
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