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10 Timeless Investment Lessons by Thomas Gayner | Inside the Mind of Warren Buffett's Apprentice

► Need Term or Health Insurance? Schedule a free 30-minute consultation : https://ditto.sh/0bxlo5 ► 26,000+ readers have joined my Investing Newsletter Subscribe Now : http://shankarnath.com Subscribe to Fisdom's TRADETALK 👉    • Trade Talk - Market Week Ahead With N...   In this video, we uncover 10 powerful investing lessons from one of the financial world's hidden gems – Thomas Gayner, the Chief Executive Officer of the Markel Group. Lesson 1: Compounding Tom Gayner is an accountant by profession and his own investing journey started at the age of 14 with $700 and it’s a number that continues to grow showing the power of compounding and common sense Lesson 2: Profitable, Efficient & Deleveraged Tom Gayner looks for companies that are profitable, exhibit a strong return on capital, and avoid excessive leverage. These are lessons that stem from past mistakes Lesson 3: Talented & Principled Management Two attributes matter most – character and ability. An ethical, talented management team is non-negotiable for Gayner, as character without ability, or vice versa, leads to failure. Lesson 4: Reinvestment Dynamics A company's ability to reinvest profits effectively is crucial. A business should reinvest to create compounding value Lesson 5: Buying at a Fair Price While many investors begin with quantitative measures like PE ratios, Thomas Gayner emphasizes the qualitative aspects of a business. Start with the business's qualitative attributes and then validate them with supporting quantitative data Lesson 6: Importance of Focusing on What’s Knowable and Important In a world filled with economic uncertainties, elections, inflation, and geopolitical conflicts, Gayner advises investors to focus on what's knowable, important, and controllable. His "Switzerland" approach in investment philosophy helps weather the ever-changing macroeconomic environment Lesson 7: Aggregation of Marginal Gains For Gayner, compounding isn't just about returns; it's about the compounding nature of inputs. He includes patience, skill, craftsmanship and adherence to discipline as the key inputs in investments that can lead to epic results over time Lesson 8: Importance of a Robust Process Gayner encourages writing down ideas, frameworks, values, and principles. It serves as a reminder and helps clarify thoughts, making them more scalable Lesson 9: From Spotting Value to Spotting the Creation of Value Gayner advises investors to shift their focus from what a company is worth today to its potential for growth over time Lesson 10: Role of Patience in Investing Gayner's mentor once told him that the secret to success in investing is lasting the first 30 years. Patience is a significant part of successful investing, helping investors gain insights into market cycles, valuation, and personal behavior. 👉 Download the Fisdom app: https://fisdom.onelink.me/VCH6/Shanka... 👉 Video Chapters: 00:00 Who is Tom Gayner? 01:16 Thomas Gayner and the Markel Group 03:01 1. Start Your Investing Early 04:08 2. Profitable, Efficient & Deleveraged Companies 06:16 3. Character & Ability of Management 07:41 4. Reinvestment Dynamics & Capital Allocation 09:32 5. Buying Companies at a Fair Price 11:43 6. EBITDA 14:34 7. Decision Making in a Dynamic Macro Environment 15:55 8. Respect the Investing Process 17:19 9. Spotting Value to Creation of Value 18:40 10. Patience in Investing 👉 Additional Reading material: ‣ Security Analysis by Benjamin Graham (book link): https://amzn.to/3RRGlnD ‣    • Unprecedented Returns: Practical Appr...   ‣    • Tom Gayner, how do you allocate Marke...   ‣    • Coffee Can Investing | Tom Gayner rev...   ‣    • How To Succeed In Business, Investing...   ‣    • The Evolution of a Value Investor | T...   #tomgayner #thomasgayner #markel #investors Disclaimer: I am not a SEBI registered investment advisor or research analyst. I am not registered with PFRDA or IRDA either. The content posted on this platform is purely for educational purposes and none of it constitutes investing or trading advice. Viewers should do their own research and diligence before investing or acting on the information presented. Some of the links I have posted in the video, the description, the comments and other related resources might be affiliate links