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Which podcasts are discussing BRK.A?
21 ATTRIBUTED IDEAS · 9 EPISODES · 7 SHOWS
The shows
We Study Billionaires - The Investors Podcast Network
Masters in Business
The Acquirers Podcast
Excess Returns
MacroVoices
The Pomp Podcast
The Tim Ferriss Show
Where the discussion went deepest
26 APR26 APRWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 20:37
Berkshire's intrinsic value up 9.3% to ~$1.25T
“The speaker's analysis argued Berkshire Hathaway's intrinsic value grew 9.3% year-over-year to approximately $1.25 trillion, driven by retained earnings, operating business growth, and a 13.7% return on the stock portfolio.”
TIP810: Berkshire Hathaway 2026 Valuation w/ Chris Bloomstran · with Chris Bloomstran
Core thesis · 5/5Verify in source →
26 APR26 APRWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 37:37
Berkshire's cash pile awaits a crisis opportunity
“The thesis argued is that Berkshire's massive cash reserve is a strategic asset to be deployed aggressively during the next financial crisis or recession, which will be the true test of Greg Abel's capital allocation skill.”
TIP810: Berkshire Hathaway 2026 Valuation w/ Chris Bloomstran · with Chris Bloomstran
Core thesis · 5/5Verify in source →
15 MAR15 MARWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 5:00
Buy-and-hold compounding over trading
“The case argued, using Davis and Rakesh Jhunjhunwala as examples, is that immense wealth is created from a few long-term compounders, not from active trading.”
TIP799: The Davis Dynasty w/ Kyle Grieve · with Stig
Core thesis · 5/5Verify in source →
21 AUGYESTERDAYMASTERS IN BUSINESS · 15:00
Berkshire's succession plan in place
“The guest argued that Berkshire Hathaway's succession plan has been thoughtfully constructed over decades, with Greg Abel now addressing operational challenges head-on.”
Learning from Buffett and Munger: Masters in Business with Alex Morris · with Alex Morris
In depth · 4/5Verify in source →
11 JUN11 JUNMACROVOICES
Rotate from tech growth to hard assets
“A macro paradigm shift toward higher inflation and geopolitical tension favors value and hard assets over paper wealth and technology growth equities.”
MacroVoices #536 Larry Mcdonald: The Migration is Upon us
In depth · 4/5Verify in source →
5 JUN5 JUNMASTERS IN BUSINESS · 42:25
Business ownership mindset outperforms short-term activism
“The speaker argued that long-term shareholder value is maximized by treating stock holdings as permanent equity in compounding businesses rather than seeking short-term financial engineering.”
Beating the S&P For Generations with Davis Funds Chairman Chris Davis · with Davis Funds Chairman Chris
In depth · 4/5Verify in source →
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