What Stock Would Warren Buffett Buy If He Started Over In 2024?

About this video

Sam and Shaan each pitch a stock they believe could outperform the S&P 500’s ~10.5% annual return over 10 years. Shaan makes the case for TKO, the holding company that owns WWE and UFC, arguing it’s a durable, monopolistic business with strong management and valuable media rights coming up for renegotiation. Sam pitches Ferrari, framing it as a luxury brand (not a car company) with exceptional margins, aspirational appeal, and a founder-driven culture of saying no to mediocre opportunities.

Key takeaways

• Shaan applies Warren Buffett’s investment criteria (understandability, economic moat, competent management, margin of safety, strong financials) to TKO, highlighting that combat sports entertainment is a global, AI-resistant business with 95%+ market share and upcoming media deals that could double revenue
• Sam argues Ferrari should be valued as a luxury brand rather than a carmaker, noting it generates $100k+ profit per unit sold (15x Tesla’s $6.7k), maintains extreme exclusivity through waitlists and bans, and has grown ~30% annually since going public while building one of the world’s most aspirational brands
• Both pitches emphasize founder-driven companies: Dana White’s willpower and Enzo Ferrari’s missionary zeal (not mercenary arbitrage) as key differentiators, though Sam acknowledges TKO’s risks include Dana’s liability, fighter unionization lawsuits, and key-person dependency

Episode details: published February 12, 2024 · 28K views · 55:53 long. Summary written by Self Growth Videos from the episode itself. The business ideas, figures and results discussed are the hosts’ and guests’ own claims, shared as brainstorming and entertainment — not verified facts and not investment advice.

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