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TIVP038: Berkshire Hathaway (BRK.B): From Buffett to Abel w/ Daniel Mahncke & Shawn O’Malley

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Manage episode 507647007 series 2539397
Content provided by The Investor's Podcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Investor's Podcast Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Daniel Mahncke and Shawn O’Malley dive into Berkshire Hathaway, the billion-dollar conglomerate built by Warren Buffett and Charlie Munger that’s grown from a struggling textile mill into one of the most valuable companies in the world. With core pillars in insurance, railroads, and energy, plus a $250 billion equity portfolio anchored by Apple, Berkshire is often seen as the ultimate compounding machine. Its decentralized structure, conservative balance sheet, and reputation for permanence make it unlike any other business in corporate America.

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.

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Learn more about your ad choices. Visit megaphone.fm/adchoices

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740 episodes

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iconShare
 
Manage episode 507647007 series 2539397
Content provided by The Investor's Podcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Investor's Podcast Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Daniel Mahncke and Shawn O’Malley dive into Berkshire Hathaway, the billion-dollar conglomerate built by Warren Buffett and Charlie Munger that’s grown from a struggling textile mill into one of the most valuable companies in the world. With core pillars in insurance, railroads, and energy, plus a $250 billion equity portfolio anchored by Apple, Berkshire is often seen as the ultimate compounding machine. Its decentralized structure, conservative balance sheet, and reputation for permanence make it unlike any other business in corporate America.

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

NEW TO THE SHOW?

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

SPONSORS Support our free podcast by supporting our sponsors:

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

740 episodes

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