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A Next Gen Warren Buffett? Tiny's Andrew Wilkinson
In this episode I discuss the young Canadian billionaire investor and entrepreneur Andrew Wilkinson. He's the co-founder of Tiny Ltd , which has been labelled a baby Berkshire Hathaway of Tech. It's a small-cap holding company comprising many previous company acquisitions, start-ups, and company investments.
Timestamps:
00:00 Andrew Wilkinson and Tiny Ltd intro
00:23 A Berkshire Hathaway of Tech
01:24 Buying like Buffett and Mark Leonard (Constellation Software)
02:22 Focusing on the businesses not the share price
03:14 Owning only wonderful businesses
04:28 Bootstrapping experience makes for better investing
05:43 Serial entrepreneurship since 2010
6:55 Discovering Warren Buffett and value investing
07:58 Getting to know Bill Ackman, Howard Marks, Warren Buffet and Charlie Munger
09:32 The 2023 Tiny and WeCommerce merger
10:24 Doing quick Buffett-like deals
11:11 Learning extreme delegation from Buffett
12:23 The power of anti-goals
12:47 Final thoughts
As seen in this video, I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (refferal link): http://tikr.com/theartofvalue
Using a referral link helps support the pod, thanks!
The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664
Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
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