A Next Gen Warren Buffett? Tiny's Andrew Wilkinson episode artwork

EPISODE · Jul 20, 2023 · 13 MIN

A Next Gen Warren Buffett? Tiny's Andrew Wilkinson

from The John Johnston Lounge · host John Johnston

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 Related episodes: Chuck Akre Said This About How to Find 100 Baggers https://youtu.be/xoKe1AvquTI Mohnish Pabrai Talks Constellation Software & Mark Leonard https://youtu.be/xPI773-AE-I 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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