Two baby Berkshires, Bryce’s $500-to-$5k continues & US-China trade update

12 snips

May 14, 2025

Discover two companies aiming to mimic the Berkshire Hathaway playbook: Markel Group and Fairfax Financial. Dive into the latest US-China trade updates and their effects on markets. Hear about Bryce's ambitious journey to grow $500 into $5,000 through strategic stock selections, highlighting TransMedics. The hosts explore how these firms compare to Buffett's legacy with unique investment strategies and the vital role of 'insurance float.' Plus, insights on navigating the unpredictable world of investments and balancing short-term gains with long-term goals.

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INSIGHT

US-China Tariff Reduction Impact

US and China agreed on a significant 90-day tariff reduction, rolling back from extreme rates.
This pause is positive but underlying trade tensions and deficits remain challenging to resolve.

INSIGHT

US Pharma Price Cap Dynamics

Trump's executive order targets lowering US drug prices by matching international prices.
Despite this, the market reacted positively to major pharmaceutical stocks, doubting regulatory impact.

ANECDOTE

Bryce's TransMedics Stock Pick

Bryce pitched TransMedics, a medical tech firm improving organ transplant logistics and care.
The company reported strong earnings, with revenue up 48% and stock price jumping 29% post-earnings.

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There will only ever be one Warren Buffett. But two companies are looking to copy the Berkshire Hathaway playbook.

In today's episode we run an eye over both companies - Markel Group (NYSE: MKL) and Fairfax Financial Holdings (TSE: FFH) - and consider how they stack up against the original Berkshire.

That's not all we unpack in another big episode of Equity Mates:

The latest in the US-China trade war
Trump's latest focus on pharmaceuticals
Update on Bryce's latest stock pick: TransMedics (NASDAQ: TMDX)
A deep dive on Markel Group (NYSE: MKL) and Fairfax Financial Holdings (TSE: FFH)
Bryce's latest efforts to turn $500 into $5,000

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