Intro

This chapter explores the intrinsic value assessment of Berkshire Hathaway, highlighting insights from Buffett's shareholder letters. It delves into an investment approach that combines opportunistic asset purchases with a focus on company culture and market valuation dynamics.

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Episode notes

On today's show, Preston Pysh and Stig Brodersen talk to Jake Taylor about the intrinsic value of Berkshire Hathaway. Jake is a value investor and the CEO & founder of Farnam Street Investments.

IN THIS EPISODE, YOU'LL LEARN:

The most important takeaways from Warren Buffett’s most recent letter to shareholders.
An overview of the five major segments of Berkshire Hathway.
What is the moat of Berkshire Hathaway after Warren Buffett and Charlie Munger.
Should Berkshire Hathaway be used as a substitute for cash or a bond in your portfolio?
Ask The Investors: Should I as a shareholder of Berkshire Hathaway buy stocks that are already in the company’s portfolio?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Jake Taylor’s book, The Rebel Allocator – Read reviews of this book.
The Investor Podcast Network’s interview with Jake Taylor on, The Rebel Allocator.
Jake Taylor’s letters to his clients.
Tweet directly to Jake Taylor.
Email Jake Taylor at: fivegoodquestions@gmail.com.
Warren Buffett’s letters to shareholders.

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