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Which podcasts are discussing BRK.B?
56 ATTRIBUTED IDEAS · 32 EPISODES · 18 SHOWS
The shows
We Study Billionaires - The Investors Podcast Network
The Acquirers Podcast
The Meb Faber Show
CNBC Fast Money
The Knowledge Project
All-In with Chamath, Jason, Sacks & Friedberg
The Business Brew
The Compound and Friends
The Pomp Podcast
ChooseFI
Excess Returns
Macro Musings with David Beckworth
Motley Fool Money
Planet MicroCap Podcast
The Long View
The Rational Reminder Podcast
The Tim Ferriss Show
WSJ What's News
Where the discussion went deepest
19 JUL3W AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
Fairfax Financial as a long-term compounding machine
“Fairfax Financial was argued as a high-quality, Berkshire-like compounding holding company leveraging insurance float and disciplined value investing.”
TIP832: Fairfax Financial (FFO.TO): The Berkshire Of The North w/ Kyle Grieve & Shawn O'Malley
Core thesis · 5/5Verify in source →
18 JUN18 JUNTHE RATIONAL REMINDER PODCAST
Berkshire's multi-decade underperformance relative to total market
“The host argued that Berkshire Hathaway has underperformed total US stock market indexes over the last two-plus decades, demonstrating the severe drag of asset size on active management.”
Answering Your Financial Questions · with Steven Bartlett
Core thesis · 5/5Verify in source →
8 JUN8 JUNTHE MEB FABER SHOW · 46:30
Berkshire Hathaway as a forever investment
“The guest recounted the bull case for Berkshire Hathaway as a long-term, 'forever' investment due to its disciplined management and compounding.”
Charley Ellis on How America Actually Got Built (Investing in America Series) · with Sandy Gottesman
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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
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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 →
29 MAR29 MARWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 07:00
Capital efficiency as Buffett's core investment filter
“The host explained that Warren Buffett's investment philosophy centers on finding businesses with high and sustainable returns on equity (ROE), which signals capital efficiency and the ability to compound value through profitable reinvestment.”
TIP803: How Economics and Art Shape Better Investors w/ Kyle Grieve
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