Investing by the Books #64 Brett Gardner: Buffett’s Early Investments

Investing By The Books

2024-11-12

06:00

Brett Gardner is an investment analyst at the US-based investment partnership Discerene Group and, since about a week, a published author with his book Buffett’s Early Investments. The focus of our conversation is Brett's book, where he has uncovered a few of Buffett’s investments in the 1950s and 1960s that until now have been rather unknown.

Eddie Palmgren

Niklas Sävås

Episode Notes

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This episode was recorded on October 9, 2024. The video was unfortunately not recorded due to technical issues.

Books Mentioned

  • A Random Walk Down Wall Street – Burton Malkiel 
  • The Making of an American Capitalist – Roger Lowenstein
  • The Intelligent Investor – Benjamin Graham
  • Security Analysis – Benjamin Graham
  • Snowball – Alice Schroeder
  • Buffett’s Early Investments – Brett Gardner 
  • Poor Charlie’s Almanack – Peter Kaufman
  • Damn Right! – Janet Lowe
  • The Halo Effect – Phil Rosenzweig
  • Good Strategy Bad Strategy – Richard Rumelt 
  • The Crux – Richard Rumelt 
  • Titan: The Life of John D. Rockefeller, Sr – Ron Chernow

Companies Mentioned

  • AT&T
  • Coca Cola
  • British Columbia Power
  • Marshall-Wells
  • Philadelphia and Reading 
  • Walt Disney Productions
  • American Express
  • Berkshire Hathaway

More on Brett

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Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis.

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