Berkshire Hathaway
Latest Posts
Columbia Business School/Gabelli Interview May 1, 2021
https://www.youtube.com/watch?v=alxbf8F0-hY
Read MoreAccent Wealth Podcast Interview
I recently sat down (virtually) with Aznaur Midov to discuss the book. We touched on a lot in this wide-ranging interview. Enjoy!
Read MoreBerkshire Hathaway Intrinsic Value Calculation – Q3-2020
https://youtu.be/lIoLlnJ4p4s
Read MoreBerkshire Invests $6bn in Japan
On August 31, Berkshire announced that over the prior 12 months it had acquired 5% passive stakes in five Japanese "trading companies". These businesses are more akin to conglomerates and include: Itochu, Marubeni, Mitsubishi, Mitsui and Sumitomo. Berkshire noted in the...
Read MoreBerkshire Q2 Recap
Berkshire just released its second quarter results. The conglomerate, being so widely diversified, is also a good general barometer for the American economy. Here are the highlights: Operating earnings of $5.5 billion (down 10%); excluding a $10 billion goodwill write...
Read MoreThe Math Behind Berkshire’s “Secret” Buybacks
Buffett's annual donation of Berkshire shares to philanthropies has tipped off investors that Berkshire has been buying shares in the market since the last 10Q filing was made in April. The articles don't give the math behind how this was...
Read MoreAccounting Adventures: The Case of the Missing $166 Million at Berkshire Hathaway
In 2019, Berkshire Hathaway repurchased $5 billion of its own shares. Or did it? There was a difference of $166 million between what the statement of shareholders' equity said the company repurchased and what the statement of cash flows said....
Read MoreThe Real Reason Buffett Sold Berkshire’s Airline Stocks
The basic framework Warren Buffett uses to examine companies can help us understand why he sold Berkshire's investments in airlines. That framework is rooted in economics and can be expressed as an equation: Investment Return = Capital Intensity x Profit...
Read MorePage-by-Page Analysis of Warren Buffett’s 2019 Berkshire Hathaway Annual Report
Walk through the 2019 Berkshire Hathaway Annual Report page-by-page. The five-hour series is broken into four parts starting with Warren Buffett's Chairman's letter. Timestamps in each video link to EACH page of the Annual Report (you must view from YouTube)...
Read MoreMost Popular
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Columbia Business School/Gabelli Interview May 1, 2021
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Accent Wealth Podcast Interview
-
Berkshire Hathaway Intrinsic Value Calculation – Q3-2020
-
Berkshire Invests $6bn in Japan
-
Berkshire Q2 Recap
-
The Math Behind Berkshire’s “Secret” Buybacks
-
Accounting Adventures: The Case of the Missing $166 Million at Berkshire Hathaway
-
The Real Reason Buffett Sold Berkshire’s Airline Stocks
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Page-by-Page Analysis of Warren Buffett’s 2019 Berkshire Hathaway Annual Report