Berkshire Hathaway

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Columbia Business School/Gabelli Interview May 1, 2021

Berkshire Hathaway, The Complete Financial History of Berkshire Hathaway.  By Adam. May 5, 2021. No Comments

https://www.youtube.com/watch?v=alxbf8F0-hY

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Accent Wealth Podcast Interview

Berkshire Hathaway, The Complete Financial History of Berkshire Hathaway.  By Adam. February 8, 2021. No Comments

I recently sat down (virtually) with Aznaur Midov to discuss the book. We touched on a lot in this wide-ranging interview. Enjoy!

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Berkshire Hathaway Intrinsic Value Calculation – Q3-2020

Analysis, Berkshire Hathaway, Valuation, Warren Buffett.  By Adam. December 10, 2020. 1 Comment

https://youtu.be/lIoLlnJ4p4s

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Berkshire Invests $6bn in Japan

Berkshire Hathaway.  By Adam. September 3, 2020. No Comments

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...

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Berkshire Q2 Recap

Berkshire Hathaway, Warren Buffett.  By Adam. August 14, 2020. No Comments

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...

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The Math Behind Berkshire’s “Secret” Buybacks

Berkshire Hathaway.  By Adam. July 13, 2020. No Comments

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...

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Accounting Adventures: The Case of the Missing $166 Million at Berkshire Hathaway

Accounting, Berkshire Hathaway.  By Adam. May 26, 2020. No Comments

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....

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The Real Reason Buffett Sold Berkshire’s Airline Stocks

Airlines, Analysis, Berkshire Hathaway.  By Adam. May 16, 2020. No Comments

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...

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Page-by-Page Analysis of Warren Buffett’s 2019 Berkshire Hathaway Annual Report

Analysis, Berkshire Hathaway, Warren Buffett.  By Adam. May 5, 2020. No Comments

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)...

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