Happy Friday everyone,
I caught up with Alex Morris of TSOH who recently published Buffett & Munger Unscripted, his selection of business and investing wisdom from Berkshire’s annual meetings.
I too once listened to the entire annual meeting archive and by the end, I heard Buffett and Munger’s voices in my head, cracking jokes at my expense! But I didn’t have the patience and focus to turn my notes into such a well-organized book. Kudos to Alex for making this available!
Questions I lobbed at Alex: how the research and writing process affected him, what surprised him, how he thinks about Buffett-like investors and executives (I gave my take on Buffett pitching his fund back in the days), what the media gets wrong, Buffett and Munger as guides and differences in their approaches to life, writing habits, quantity vs. quality in building a Substack — and of course whether he also heard their voices at the end.
Enjoy!
— Frederik
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