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Donald Yacktman

 

  • 3:13: Donald’s feel of the market now
  • 5:30: On taking more risk in an expensive market
  • 7:40: Coca Cola
  • 8:50: News Corp and Fox
  • 11:00: Proctor and Gamble
  • 13:00: His take on new technologies
  • 16:00: Preservation of capital
  • 17:00: Too much focus on forward earnings
  • 18:50: Focusing on what you can control
  • 19:10: How they sell
  • 20:20: Why he owns Coca Cola and Pepsi in big chunks
  • 21:00: Buying Beach Balls analogy!
  • 23:38: One investment –Coca Cola
Kyith

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