IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
06:15 - How Buffett took over Berkshire Hathaway
12:20 - How Buffett turned Berkshire Hathaway into an investment vehicle
20:22 - Why Buffett loves insurance businesses
26:22 - Why Buffett chose to invest in the energy business
47:51 - How Berkshire’s manufacturing business is set up
57:16 - What Buffett’s retirement will mean for Berkshire
01:00:08 - Whether Berkshire is attractively valued at its current levels
01:13:08 - Whether Shawn & Daniel add BRK to The Intrinsic Value Portfolio
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
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A Biography of Buffett: The Snowball.
Semper Augustus Investment Letters.
Warren Buffett Shareholder Letters.
Adam Mead website.
The Story of Berkshire Hathaway w/ Jacob McDonough.
Berkshire Hathaway Discussion w/ Stig Brodersen and Chris Bloomstran.
Clay and Kyle reflecting on the Berkshire Annual Meeting 2025.
Explore our previous Intrinsic Value breakdowns: Moncler, Uber, Nike, Reddit, Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports.
Related books mentioned in the podcast.
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