What's the Role of Berkshire Hathaway in Real Estate?

Zillo showed their hand by trying to buy real estate, like, they basely said, this is too hard a business. So it shows you that these businesses are just, sometimes you just got to throw up your hands and go, idy. I think i know the answer, i just explain it, but who knows? That reminds me, actually, berkshire hathaway. Isit the real estate business? What sort of role do they play in what they're doing? Oh, i've studied their business. They're total classic, old school real estate.

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IN THIS EPISODE, YOU’LL LEARN:

02:47 - How Adam narrows down the world of stocks to a select few to dive in deeper on.
08:33 - What sectors Adam is most bullish on.
21:55 - Whether Airbnb makes the cut on Adam’s BMP checklist or not.
32:10 - Why Adam likes Fanduel’s (traded under Flutter) stock much more than DraftKings.
45:14 - What Fanduel’s moat and competitive advantage are.
47:09 - Whether or not the real estate industry is able to be disrupted.
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

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Related Episode: Value Investing in the Digital Age w/ Adam Seessel - MI196.
Related Episode: Value Investing in the Digital Age w/ Adam Seessel - TIP 465.

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