💰How Buffett Sizes His Portfolio Positions


Hey Reader,

Did you know that before becoming a successful investor, Mohnish Pabrai bootstrapped his IT consulting company TransTech in 1991 with just $30,000 from his 401(k) and $70,000 from credit card debt. He later sold this company for $20 million in 2000.

In today's issue:

  • The math behind Buffett's position sizing, the answer surprise me.
  • Where do tech returns come from and how will they look in the future?
  • Breakdown of how to analyze an income statement visually.
  • Much more.....

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💎NUGGETS

My Favorite Finds

📖 The math behind how Buffett sizes his positions. The answer might surprise you (it did me.)

📖 Where do tech returns come from and what will they look like going forward? AI is upending the "normal" path.

📖 How to read 10-ks like a hedge fund.

📻 Brett and Ryan of Chit Chat Stocks discuss stablecoins and other goings on in the fintech space with Popular Fintech

📖Is distribution the only moat left? How AI challenges Google's moat.

🎥 Mohnish Pabrai and his interview with Shaan Puri of My First Million podcast.


🔍Question of the Week


📖Knowledge Tidbits

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The Investing for Beginners Podcast
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9:5 AM • Jul 8, 2025
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Dave Ahern
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Investing for Beginners Podcast


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