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Words with Walter

Words with Walter

By Aylett & Co Fund Managers

Welcome to Words with Walter, a podcast series by Aylett & Company Fund Managers, an authorised financial services provider.
Currently playing episode

Berkshire Hathaway Series: What makes Berkshire different & Why go back? (E2)

Words with WalterOct 03, 2022

00:00
03:13
Berkshire Hathaway Series: What makes Berkshire different & Why go back? (E2)

Berkshire Hathaway Series: What makes Berkshire different & Why go back? (E2)

Words with Walter introduces a special Six part podcast series on Berkshire Hathaway, Warren Buffett & Walter's 20-year Berkshire journey!🇺🇸📈

Aylett & Company Fund Managers make the annual trip to the Berkshire Hathaway Annual Shareholders Meeting in Omaha, Nebraska. 🇺🇸

The CEO of Aylett & Co., Walter Aylett, has been attending the AGM for 20 years. ✅

2022 being his 20th. 😯

Listen to how it all started & the 'Warren & Charlie' worldly wisdom Walter has picked up over the past two decades!👴🏻

Oct 03, 202203:13
Berkshire Hathaway Series: What is Berkshire Hathaway? (E1)

Berkshire Hathaway Series: What is Berkshire Hathaway? (E1)

Words with Walter introduces a special Six part podcast series on Berkshire Hathaway, Warren Buffett & Walter's 20-year Berkshire journey!

Aylett & Company Fund Managers make the annual trip to the Berkshire Hathaway Annual Shareholders Meeting in Omaha, Nebraska. 

The CEO of Aylett & Co., Walter Aylett, has been attending the AGM for 20 years. 

2022 being his 20th. 

Listen to how it all started & the 'Warren & Charlie' worldly wisdom Walter has picked up over the past two decades!

Jul 31, 202201:42
Trying to time the market

Trying to time the market

Welcome to Episode 9 of Words with Walter!🎙

“Our experience at Aylett & Co. is more of a bottom-up approach as we find it easier to invest in assets we understand, with management who are able to manage their assets in such a way that they can deal with uncertainties, and do it better than we can”

Listen to Walter Aylett share his thoughts on how a bottom-up approach works well for us.

Available on:

Anchor, Spotify and Apple Podcasts.

⬇️Hit the link below to listen⬇️

https://www.aylett.co.za/media-2/

#podcast #podcastday #podcastlistening #podcastinvestments #podcastinvest #southafrica #investments #market #timing #investmenttiming

May 01, 202201:36
Likeminded-clients

Likeminded-clients

Welcome to Episode 8 of Words with Walter!🎙

“One of the factors that tends to get ignored in our investment success is that we have been successful because we have managed to attract like-minded clients”

Listen to Walter Aylett share his thoughts on building a business with like-minded clients.

Available on:

Anchor, Spotify and Apple Podcasts.

⬇️Hit the link below to listen⬇️

https://www.aylett.co.za/media-2/

#podcast #podcastday #podcastlistening #podcastinvestments #podcastinvest #southafrica #investments #clients #likeminded

Apr 18, 202201:22
Mistakes made

Mistakes made

Welcome to Episode 7 of Words with Walter!🎙

“As all investors we have made mistakes. Fortunately our mistakes are errors of omission and very little errors of commission”.

Listen to Walter Aylett share his thoughts on mistakes made.

Available on:

Anchor, Spotify and Apple Podcasts.

⬇️Hit the link below to listen⬇️

https://www.aylett.co.za/media-2/

#podcast #podcastday #podcastlistening #podcastinvestments #podcastinvest #southafrica #investments #investingphilosophy

Apr 04, 202201:38
Pessimism creates great investment opportunity

Pessimism creates great investment opportunity

Welcome to Episode 6 of Words with Walter!🎙

“Pessimism has always created very good buying opportunities for long-term investors and I have always believed that pessimism is on the side of the buyer.”

Listen to Walter Aylett share his thoughts on how pessimism creates great opportunities for making exceptional returns.

Available on:

Anchor, Spotify and Apple Podcasts.

⬇️Hit the link below to listen⬇️

https://www.aylett.co.za/media-2/

Mar 21, 202201:26
Your profit is determined by the price you pay

Your profit is determined by the price you pay

Welcome to Episode 5 of Words with Walter!🎙

One of the most important investing principles that Walter believes in is the “Return of an investment is determined by the Price you pay”.🏷

Listen to Walter share his thoughts on this matter🙌

Available on:

Anchor, Spotify and Apple Podcasts.

Feb 18, 202201:07
Margin of Safety

Margin of Safety

Welcome to Episode 4 of Words with Walter!🎙

Listen to Walter discussing the concept of a “Margin of Safety” and how we draw on the idea from Engineers looking to build a bridge🌉

Feb 11, 202202:38
Risk, time & investments

Risk, time & investments

Welcome to episode three of Words with Walter!🎙

Risk is the most important part of any decision you make in investments.

Listen to Walter's take on the relationship between Risk, time & investments. 

Jan 06, 202201:47
In tray, out tray, too tough tray

In tray, out tray, too tough tray

Welcome to episode two of Words with Walter!🎙  

We take a closer look into Aylett’s investment processes📤  

A simplistic but rather precise approach📥  

Dec 22, 202101:35
A good performing investment of the past

A good performing investment of the past

Walter introduces our pilot episode with his thoughts on good-performing investments of the past.

Nov 21, 202101:32