Quality of Earnings | Thornton O'Glove | Talks at Google

In this talk, Thornton covers a wide range of investing topics, including the art of financial deviation analysis, the least complex and best way to invest in the stock market on a long-term basis, and an independent prediction about Berkshire Hathaway's future and the bonanza that awaits its shareholders.
Thornton O’Glove is the author of “Quality of Earnings: The Investor's Guide to How Much Money a Company Is Really Making.” His work is amongst the “must reads” by industry icons including Tom Gardener of the Motley Fool, and on Kuppy’s Book List as one of the top financial accounting books of all time. Thornton holds an MBA from Haas Business School at UC Berkeley. An investor from the age of 18, he went on to work as an analyst for some of the top investment firms in New York and became the President of the Reporting Research Corporation, who publish the Quality of Earnings Report. His work continues to influence students of finance and professionals around the world. Thornton is also an occasional commentator for the Motley Fool Blog Network and Barron's Weekly.

[@jakebyford9804]

I got this book for Christmas in 2019 and did all the ratios (Mr. O'Glove spoke on) to NVDA and other companies in the industry (AAPL, MFST, AMD, INTL, TXN, etc..) and learned that NVDA was the best company I ever researched. This book single handedly made me a great deal of money when I was a senior graduating with my Bachelors in Finance of 2020. This book was the best find I ever read. So grateful for finding this book and applying the knowledge from within it.

[@youputallprofessorstoshame5755]

I’m looking at another Taiwanese company for the future. TSMC ( Hong Hai Group) . Moving to Texas to build the biggest factory in the world for Chips.

[@ayanmishra2186]

Well you must be very happy now

[@alanv3185]

bet you're loving that NVIDIA investment rn, assuming you're still in. You selling soon?

[@mishrakaushik1]

Always listen to wise men.

[@CardBoredom]

The analyst described at 17:24 is Marvin Roffman. Barron's ran an article about this on October 10, 2015.

[@noblelies]

I'm looking at an old photo of Mr. O'Glove on the dust jacket of a hardcover first edition of his book. He surely was hot stuff back in his glory days in 1987. Of course, this video was made 29 years later. I sure like the locations of the wrinkles and the sunspots on his skin. They tell me that this is a man who had a happy life that was well-lived. Notice that he smiles as his very first expression and that it takes him only 4 sentences into his opening before he gives thanks to his family. When I am his age, I sure do hope to be like him.

[@maddysydney]

Good thoughts/ wisdom. I would like to know the returns that the speaker has made.

[@tomng7677]

Where can I find the masseuse financial magazine? O'glove said that his wife have a masseuse financial magazine coming for 20years. I'm trying to figure what magazine is that? Anyone know?

[@umangjoshi6158]

For all the greatness of WB, Tesco seems like a classic case of cooking books!

[@rgrg1903]

Who is the Google man who did this intro and how do I reach him?

[@canxu6374]

i want to know it too.

[@canxu6374]

我也想知道

[@robertmitchell8630]

Peggy L the Indian dude? what the deal with him

[@vncstudio]

Saurabh Madaan. Currently, Managing Director at Markel.

[@chiawildy563]

@@vncstudio His introduction is always so apt.

[@phily8020]

I thought it was Gene Hackman, shame it isn't :)

[@MrDemdawg]

McKinsLey

[@user-mm8pm7ol3r]

McKinsley Shmuckinsley, you young people with your names and stuff

[@canxu6374]

cool

[@tarun9607]

a lot of what he is talking about is ignoring survivorship bias..and also ignoring completely the psychology of bear markets

[@HardWorkPays0ff]

I didn't think this was a very good talk at all to be honest. I'm reading the book now and hope to get a lot out of it But owning 100 stocks? What the hell is the poin of reading the book if you are going to buy 100 stocks?

[@loveanimals-0197]

Around 41:00 - LOL completely wrong. Bill Gates resigned from Berkshire board in 2020.

[@gordongordon98]

This was filmed in 2016 short stack

[@loveanimals-0197]

41:00 This guy couldn't have been more wrong about Berkshire or Bill Gates on the board (he isn't on the board anymore). Lost all credibility.

[@berzerk9370]

He lost all credibility because he didn't know the future...? Okay lol.

[@kylekatorincek605]

@@berzerk9370 I'm assuming that they are joking. Because I didn't understand this comment either

[@boratsmagadijev940]

Smart guy