Only sorta-OT because MKL is now a Berkshire holding, and both Gayner and Pabrai talk about learning from Buffett and Munger. Both are longer interviews and I found it interesting to listen to them back to back. The two investors have similar philosophies as regards value investing and long-term compounding, but very different personalities and portfolios.

Tom Gayner on Boyar Value podcast, 12-14-22:
https://www.boyarvaluegroup.com/podcasts/tom-gayne...

Rationality, Markel and Covid, on discovering that Berkshire had taken a stake in Markel, why insurance is hard, capital allocation decisions, tax and other advantages to not selling, etc.


Mohnish Pabrai talk (Helvetian Investment Club, 11-29-2022):
https://www.youtube.com/watch?v=m606MaKujq4

His career in investing, the outsized importance of one large success, asymmetric bets, and other subjects

Manlobbi's Descent FAQ

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