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BRK.ABEARCBBULLMIXEDCore thesis · 5/5

Restructure Berkshire Hathaway to unlock value

The guest argued that Berkshire Hathaway should be restructured by spinning off its wholly-owned non-insurance businesses to focus purely on insurance float and high-quality growth equities.

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BRK.A: Restructure Berkshire Hathaway to unlock value · Zortix