Berkshire Hathaway

includes Berkshire Hathaway Energy, Berkshire Hathaway HomeServices, Berkshire Hathaway Annual Letter

3 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Apr 30, 2022 by Chamath Palihapitiya · said 37 times in 17 episodes since 2021 · across every show →

Mentions by year, the whole family

brought up most by Jason Calacanis (11), Chamath Palihapitiya (9), David Friedberg (5), Philippe Laffont (4), Bill Ackman (2), Jenny Just (1), Chase Koch (1)

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024202120222023202420252026episodes it came up in
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2026 9 mentions in 3 episodes 3 per episode
2025 5 mentions in 2 episodes 3 per episode
2024 14 mentions in 4 episodes 4 per episode
2023 3 mentions in 3 episodes 1 per episode
2022 3 mentions in 2 episodes 2 per episode
2021 3 mentions in 3 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Berkshire Hathaway, oldest first

Apr 30, 2022 neutral
Insight
Palihapitiya: Generating 15-20% IRR is the upper limit for top fund managers
“Doubling people's money and generating 15 to 20% is the best you can expect if you are really excellent and long lived. That's the best.”
Chamath Palihapitiya Apr 30, 2022 ▶ 13:04 E78: VC fund metrics that matter, private market update, recession, student loans, Bill Hwang arrest
Aug 9, 2024
Assertion Not checkable as stated
Chamath: Buffett stops mentioning companies in shareholder letters when selling stock
“I mean, I think it's been a trend in their letters when he stops mentioning a company in his letter, it's because he's selling.”
Chamath Palihapitiya Aug 9, 2024 ▶ 46:30 Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz
Aug 9, 2024
Assertion Supported
Friedberg: Berkshire Hathaway has sold 55% of its Apple stock in 2024
“Well, so it looks like since the start of the year, they've sold 55% of their holdings in Apple”
David Friedberg Aug 9, 2024 ▶ 46:47 Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz
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