Words with Walter
By Aylett & Co Fund Managers
Words with WalterNov 21, 2021
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!👴🏻
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!
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
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
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
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/
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.
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🌉
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.
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📥
A good performing investment of the past
Walter introduces our pilot episode with his thoughts on good-performing investments of the past.