Ep 399. Berkshire Hathaway’s Homebuilder Investment, Market Positioning, and Assessing Business Profit Persistency

Discussion on different energy drink options, current market conditions and valuation of natural gas, resilience of home builders and housing market, privatizations as investment opportunities, spin-offs and market strategy, the importance of profit persistency, the importance of availability and customer retention in business success, uncertain future and financial struggles of AMC, the impact of the pandemic, strikes, and changing behaviors.