TIP697: The Secret to Buffett’s Business Success w/ Lawrence Cunningham

TIP697:巴菲特业务成功的秘诀与劳伦斯·坎宁安

We Study Billionaires - The Investor’s Podcast Network

教育

2025-02-07

1 小时 7 分钟
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On today’s episode, Clay is joined by Lawrence Cunningham to discuss the value of trust-based cultures and organizations, and the value Warren Buffett has created by implementing such an approach at Berkshire Hathaway.  Cunningham is the Director of the University of Delaware's John L. Weinberg Center for Corporate Governance. He’s the sitting director on three global public company boards — Constellation Software, Markel Group, and Kelly Partners Group.  Cunningham is a best-selling author of a number of books, including “The Essays of Warren Buffett,” “Quality Investing,” and “Quality Shareholders.” IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 01:34 - The primary role of the board of directors for a public company. 04:52 - The value of trust-based cultures and organizations. 16:19 - The key attributes of a trust-based organization. 26:11 - How Warren Buffett identifies trustworthy people. 45:09 - The story of David Sokol breaking Warren Buffett’s trust. 55:52 - Lawrence’s thoughts on Berkshire’s $300B+ cash position. 01:00:08 - How Lawrence navigates investing in a world where a premium is placed on quality companies. And so much more! Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Clip of Buffett testifying on behalf of Salomon Brothers. Weinberg Center for Corporate Governance. The Essays Of Warren Buffett: Lessons For Corporate America here. Buy Dear Shareholder: The best executive letters from Warren Buffett, Prem Watsa and other great CEOs here. Cunningham’s books — Margin of Trust, The Essays of Warren Buffett, and more. Email Shawn at shawn@theinvestorspodcast.com to attend our free events in Omaha or visit this page. Connect with Lawrence on LinkedIn. Follow Clay on Twitter. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: SimpleMining Netsuite Unchained Hardblock Found Fintool The Bitcoin Way Vanta Onramp TurboTax PrizePicks Vanta Fundrise HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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  • You're listening to tip.

  • On today's episode, I'm joined by Lawrence Cunningham to discuss the value of trust based cultures and organizations and the value Warren Buffett has created by implementing such a culture at Berkshire Hathaway.

  • Cunningham is the Director of the University of Delaware's John Weinberg center for Corporate Governance.

  • He's also the sitting director on three public company boards, Constellation Software, Markel Group and Kelly Partners Group and a best selling author of a number of books including the Essays of Warren Buffett, Quality Investing and Quality Shareholders.

  • During this episode we discussed the primary role of the Board of Directors for a public company, the key attributes and the value of trust based cultures and organizations, How Warren Buffett identifies trustworthy people, the story of David Sokol breaking Warren Buffett's trust, Lawrence's thoughts on Berkshire's $300 billion cash position, how Lawrence navigates investing in a world where a premium is placed on high quality businesses and so much more.

  • With that, I really hope you enjoyed today's discussion with Lawrence Cunningham.

  • Since 2014 and through more than 180 million downloads, we've studied the financial markets and read the books that influence self made billionaires the most.

  • We keep you informed and prepared for the unexpected.

  • Now for your host Play Fink.

  • Welcome to the Investors Podcast.

  • I'm your host Clay Fink and today I'm happy to welcome back Lawrence Cunningham.

  • Lawrence, it's so great to have you back on the show.

  • Great to be here.

  • In 2017 you joined the board of Constellation Software and just to provide full disclosure at the top, I do own shares of this company and since you joined the board of Constellation you've also joined the board of Markel Group and Kelly Partners Group and upon adjoining Constellations board.

  • You reached out to Warren Buffett for advice on how to best serve a company on their board and add value.

  • What did Buffett advise you on this manner?

  • He said you have two jobs.

  • One is to hire an outstanding CEO and two to stay out of the CEOs way.

  • And so we could have left it at that.

  • But he emphasized that if you do get number one right, you don't really have any any problems.