AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
6min chapter
TIP548: Berkshire Hathaway Masterclass 2023 w/ Chris Bloomstran
We Study Billionaires - The Investor’s Podcast Network
The Value of Allegheny Persistent
Chris Hagan: It's so interesting to hear you go through that deal with Allegheny. Keep your eyes on Markel, which purchase and buying as well because they could slip that. And in contrast, you will hang your hat on a recent equal weighting of some of the parts basis and gap adjusted financials,. Which suggests intrinsic value per share grew by 10.7% in 2022. But again, at any given point when stocks were overvalued or undervalued, you'd have to make some kind of middle adjustment there.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode