Berkshire Hathaway: The Incomparable Compounder - [Business Breakdowns, EP. 63]
发布时间 2023-08-23 09:44:55 来源
摘要
There are few people who understand Berkshire Hathaway and Warren Buffett better than Chris Bloomstran. He is the perfect guest to help understand the specific elements of what makes Berkshire special and why it can’t be replicated.
We also cover Berkshire’s unique culture, operating model, the value of float, and much much more.
For the full show notes, transcript, and links to the best content to learn more, check out the episode page here:https://www.joincolossus.com/episodes/21729827/bloomstran-berkshire-hathaway-the-incomparable-compounder
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Show Notes
[00:00:00] - Introduction
[00:02:26] - [First question] - What Berkshire has taught the world about float
[00:14:00] - How much of Berkshire's success was predicated on insurance
[00:23:17] - Whether or not Berkshire’s capital source has been more important than stock selection
[00:30:04] - Why there’s such a disparity between good stock pickers and holding companies
[00:36:24] - What the major signposts of durability are when evaluating companies
[00:38:29] - Acquiring Alleghany and using that as a case study that reflects their values
[00:47:22] - The role that energy has played in Berkshire’s growth
[00:59:54] - Thoughts about the major pieces of Berkshire and the future of the company
[01:05:46] - Important lessons learned about investing and business from Berkshire’s story
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