#64 Brett Gardner: Buffett's Early Investments

This podcast episode interviews Brett Gardner, author of "Buffett's Early Investments," about Warren Buffett's lesser-known early investments. The discussion covers Gardner's research process, including using primary sources like annual reports and Moody's manuals, and details three specific investments: Marshall Wells, Philadelphia & Reading, and Walt Disney Productions, highlighting the investment rationale and outcomes. Gardner also shares insights from his meetings with Charlie Munger and discusses his current role as an investment analyst at Discerene Group. Listeners gain a deeper understanding of Buffett's early investment strategies and the challenges he faced, along with recommendations for further reading on investment analysis and strategy.