09 Oct 2023
1h 11m

Todd Combs - Investing, The Last Liberal Art - [Art of Investing, EP.1]

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Joys of Compounding

This episode of "The Art of Investing" interviews Todd Combs, investment officer at Berkshire Hathaway, exploring his career journey and investment philosophy. The discussion begins with Combs' early life influences and education, transitioning to his experiences at Progressive Insurance and his time at Columbia Business School. A significant portion focuses on his internship at Blue Ridge Capital, a Tiger Cub hedge fund, highlighting the importance of diverse experiences and developing a multidisciplinary skillset. Finally, the interview delves into Combs' decision to join Berkshire Hathaway, emphasizing the value of long-term thinking, intellectual honesty, and finding one's passion in a chosen field. Combs' experience in short selling is discussed as a crucial element in shaping his investment approach, even though Berkshire Hathaway doesn't engage in short selling.

Outlines

Part 1: Introduction and Early Influences

Part 2: Investing Philosophy and Career Path

Part 3: Berkshire Hathaway and Compounding

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