Berkshire Hathaway, every mention
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every year anyone Ted Seides 65Tom Russo 34Charlie Ellis 18Morgan Housel 11Patrick O'Shaughnessy 4Chamath Palihapitiya 4Bruce Martin 4Shane Parrish 2Michael Mauboussin 2Alex Rodriguez 2
Verbatim, from the transcripts: the passages where Berkshire Hathaway comes up
Senior Decision Makers: Nicholas Csicsko, Trinity Wall Street (EP.508)
- ▶ 30:31 Nicholas (Nick) Csicsko It's like a mini Berkshire in some ways.
Will England, Derek Drummond, and Tony Caruso – Disintermediating Pod Shops (EP.501)
- ▶ 2:29 Ted Seides Partner meetings and board meetings, the capital allocator CIO summit, Berkshire, and Milken.
Alex Sloane & Matt Perelman – Buy-and-Build Playbook in the Core Economy at GSP (EP.499)
- ▶ 2:10 Ted Seides Partner meetings and board meetings, the Capital Allocator CIO Summit, Berkshire, and Milken.
Randall Stutman – Giving Feedback, Followership, and Admired Leadership (EP.497)
- ▶ 2:47 Ted Seides Partner meetings, board meetings, the Capital Allocators CIO Summit, Omaha for Berkshire, and Milken.
Promote Giving – A New Model for Performance-Driven Giving (EP.496)
- ▶ 1:43 Ted Seides Partner meetings, board meetings, the Capital Allocators CIO Summit, Omaha for Berkshire, and Milken.
Bruce MacDonald – The Playbook for Building a Mid-Sized Endowment from Scratch (EP.495)
- ▶ 2:41 Ted Seides Partner meetings, board meetings, the Capital Allocators CIO Summit, Omaha for Berkshire, and Milken.
Jay Ripley – Emerging Manager Selection at GEM (EP.470)
- ▶ 13:36 Jay Ripley I was roommates with one of the senior analysts there and friendly with the portfolio manager, a guy named Todd Combs, who later became quite famous for joining Berkshire.
Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (EP.467)
- ▶ 8:28 Mike Trigg In the mutual fund world, it was the Berkshire Hathaway annual meeting.
Michael Choe - Atomization of Private Equity Decisions at Charlesbank (EP.432)
Anthony Pompliano – Building Influence and Capital to Live an Extraordinary Life (EP.430)
- ▶ 36:03 Anthony Pompliano And then very quickly, you're like, wait a minute, Virgin Group, Icon, Coke Industries, Berkshire Hathaway.
Classic Deal - Burger King by 3G Capital (EP.384)
- ▶ 6:51 Ted Seides Time for April showers to turn to May flowers, for the NBA and NHL playoffs to kick into high gear, for colleges to head for summer vacation, and for gatherings of investment professionals at the Berkshire Hathaway Annual Meeting in Omaha,… 2 times in the scene
Michael Mauboussin - Pattern Recognition and Public Markets (EP.370)
- ▶ 35:49 Michael Mauboussin Berkshire Hathaway has, I think, a three hundred twenty billion dollar public equity portfolio. 2 times in the scene
Morgan Housel – Same as Ever (EP.359)
- ▶ 16:09 Morgan Housel I think you can even say, look, Berkshire's performance over the last 25 years relative to the S&P has been okay. 2 times in the scene
- ▶ 30:37 Morgan Housel Berkshire is 20% annual returns on average for 60 years or whatever it is.
- ▶ 48:52 Morgan Housel The reason why is I've always been admiring of and if not obsessed with Berkshire Hathaway, because what they did is so powerful and it's also seems so simple. 4 times in the scene
WTT - NAV Loans: Canary or the Gold Mine?
- ▶ 10:38 Ted Seides It's a bit like Warren Buffett's centralized capital allocation at Berkshire Hathaway.
Charley Ellis - Figuring Out Investing and Vanguard (Capital Allocators, EP.286)
- ▶ 50:51 Charlie Ellis And they still got that ability, but tie it back tight with the debt that they could get from Berkshire Hathaway and the equity that they could raise themselves.
Ted Seides – Insights on investing and podcasting (Capital Allocators, EP.269)
- ▶ 32:22 Hayden Brain He voted with his dollars through the investments he's made at Berkshire, and I guess Chamath was talking about how he was trying to do a similar thing.
- ▶ 46:48 Ted Seides He certainly would have done a lot better if he had met Warren Buffett and owned Berkshire Hathaway.
- ▶ 55:16 Ted Seides Um, not within Berkshire Hathaway, right?
Greg Dowling – Mid-Market Institutional Consulting at FEG (Capital Allocators, EP.248)
- ▶ 12:44 Greg Dowling He was talking about the growth of Berkshire Hathaway, and when he was talking about Berkshire Hathaway in the beginning, he said, all we needed to do was find a few good investments.
Florian Bartunek – Equities in Brazil at Constellation Asset Management (Manager Meetings, EP.27)
- ▶ 13:22 Florian Bartunek Berkshire Hathaway actually invested in a private round and in the IPO.
Todd Boehly - The Next Berkshire Hathaway at Eldridge (Capital Allocators, EP. 223)
- ▶ 4:32 Ted Seides Combining its structure and Todd's acumen, CNBC recently postured that Eldridge may be the next Berkshire Hathaway.
Bruce Martin – Still Lake Capital [Manager Meetings, EP.7)
- ▶ 23:17 Bruce Martin And now his face, like, almost turned white, and he hands me a Berkshire annual report, and literally, he's like, get out of my office and go read this.
- ▶ 26:22 Bruce Martin I was always an equity guy from the moment I read that Berkshire Hathaway report in 93.
- ▶ 41:42 Bruce Martin I was going back and looking through Berkshire annual reports, and I was telling my investors, if you look at Berkshire's stock performance, there's been, I think four or five times in the last 50 years where the stock collapsed 2 times in the scene
Private Equity Masters 8 – Chuck Davis – Stone Point Capital (Capital Allocators, EP.207)
- ▶ 50:55 Ted Seides I certainly know well, a certain Todd Combs today of Berkshire Hathaway, and maybe walk through how you came to back Todd and what all happened. 3 times in the scene
Alex Rodriguez – Business after Baseball (Capital Allocators, EP.198)
- ▶ 27:23 Alex Rodriguez I'm looking for people, folks that have a long-term view, that want to build a great portfolio over time, much like Berkshire Hathaway, much like Barry.
- ▶ 50:55 Alex Rodriguez I want to build a dynasty, a dynasty that's looks like the private version of Berkshire Hathaway portfolio of great companies that throw off a lot of cash that increase over value over time.
Brian Bares – Qualitative Concentration at BCM (Capital Allocators, EP.191)
- ▶ 5:28 Brian Bares Fairly robust effort to keep the top high school students in state, and so I was offered a full scholarship at the University of Nebraska, studied math and actuarial science, all the while was, you know, reading any reports in the evening…
Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
- ▶ 55:49 Jeff Hausenbold Berkshire Hathaway, Blackstone,
Chamath Palihapitiya – The Social Capital Flywheel (Capital Allocators, EP.167)
- ▶ 21:52 Chamath Palihapitiya I wanted to build Berkshire 2 times in the scene
- ▶ 29:11 Chamath Palihapitiya That is to say whole acquisitions of companies, no different than say a constellation software or a Berkshire.
- ▶ 33:36 Chamath Palihapitiya And just to be very honest with you, I'm very focused on trying to find a way to do this in the next two or three years, just because I think that it will solve a lot of opportunities for retail investors as well, because to the extent…
Shane Parrish – Learning to Learn at Farnam Street (Capital Allocators, EP.164)
- ▶ 15:20 Shane Parrish Six eight one three one is a zip code for Berkshire Hathaway.
- ▶ 1:05:21 Shane Parrish Berkshire Hathaway doesn't really pay their board members.
Scott Wilson – Concentrated Investing at Washington University-St. Louis (Capital Allocators, EP. 159)
- ▶ 15:18 Scott Wilson He was just following more of that kind of Berkshire style investing than the traditional Yale model.
Morgan Housel – The Psychology of Money (Capital Allocators, EP.155)
- ▶ 35:46 unnamed speaker And the story of this happened around 2008 had to do with insider trading around Berkshire Hathaway's deal with Goldman Sachs that he tipped off some hedge funds about ended up going to prison.
- ▶ 43:25 Morgan Housel So he was buying Berkshire Hathaway stock. 2 times in the scene
- ▶ 45:39 Morgan Housel Buffett mentioned years ago at a Berkshire Hathaway meeting that he has owned 500 stocks over the course of his investing career.
- ▶ 53:02 Morgan Housel So Ted, my entire net worth is a house, a checking account, the Vanguard total stock market index, and a couple of shares of Berkshire Hathaway.
Sustainable Investing 9: Reuben Munger – Private Capital Perspective (Capital Allocators, EP.147)
- ▶ 6:09 Reuben Munger Turns out that was Berkshire and capital city.
Sustainable Investing 4: Emanuel Citron – Sourcing Sustainable Managers (Capital Allocators, EP.142)
- ▶ 8:17 Manny Citron And you might recall, Ted Stone Point's first investment in an asset manager was backing Todd Combs, who's now at Berkshire Hathaway.
James Aitken – Tour Around the World from a Small Island (Capital Allocators, EP.122)
- ▶ 16:02 James Aitken And I think broadly the point he's making is that to change Berkshire's portfolio or to change your portfolio outright because there's a new clamor for some kind of
Jason Karp – From Hedge Funds to Health and Wellness at HumanCo (First Meeting, EP.12)
- ▶ 42:12 Jason Karp And the easiest way to think about it is think of a Berkshire Hathaway type of business focused on cleaner living, healthier outcomes, and sustainability.
- ▶ 50:04 Ted Seides And so you're forming this holding company and you mentioned it like a mini Berkshire. 2 times in the scene
André Bourbonnais – Blackrock Long-Term Private Capital (First Meeting, EP.04)
- ▶ 25:54 Ted Seides And as you go out, when I think of other people who have similar type of duration capital, right, you think of Berkshire Hathaway and Warren Buffett, you could think of places like your former employers that do this directly.
Thomas Russo – All About Google (Capital Allocators, EP.90)
- ▶ 4:14 Ted Seides Last week, Tom talked in detail about his holding in Berkshire Hathaway.
- ▶ 4:51 Ted Seides So I want to turn to something that you touched on earlier and I, let alone, which is Berkshire's shift slowly IBM into Apple into technology investments.
Thomas Russo – All About Berkshire Hathaway (Capital Allocators, EP.89)
- ▶ 4:36 Ted Seides In the first, we talk solely about his holding in Berkshire Hathaway, a stock he first bought 38 years ago. 4 times in the scene
- ▶ 5:43 Ted Seides When did you first buy your first share of Berkshire Hathaway? 6 times in the scene
- ▶ 8:49 Tom Russo Named Pat Ryan and I grew up together in a small town in Wisconsin called Janesville, and lo and behold, years after he went to Stanford Business School, as did I, we were sitting at some point, and he said about Berkshire and about Warren… 2 times in the scene
- ▶ 10:45 Tom Russo I get up very early one morning, now it's two days a year, and I race around the central lobby of the convention center, and I talk to every one of the lines of business management that I can find, and I'm really looking for something that… 4 times in the scene
- ▶ 14:40 Tom Russo 95 to 19 99, and we talked, and he said, you know, this is a very interesting company, and we were starved before, because they were owned by a Scottish company that was milking them, and it came onto the market, and there was an auction,… 4 times in the scene
- ▶ 17:14 Tom Russo Bob Miles is the Berkshire CEO and an author and a symposium organizer for Berkshire. 8 times in the scene
- ▶ 23:35 Tom Russo I've never had it confirmed, but it would make sense because those clusters can respond in a way that the Berkshire won't be able to over time as the hub, which has long been Warren himself, is in the future shared by two heads, Ajit and… 2 times in the scene
- ▶ 29:09 Tom Russo Now, I mean, on the margin, there are a whole host of areas that are developing within Berkshire's insurance where they're putting together more traditional looking operations that, uh, in large measure have spun off from AIG and, and… 2 times in the scene
- ▶ 31:52 Tom Russo And Berkshire survived, and then they wrote the next year, and at premiums that were massively higher, and they wrote lucky, and so they, they kept all the premium, because it was an event-free year. 6 times in the scene
- ▶ 33:09 Ted Seides Publicly reported today, Ted and Todd each manage something like twelve billion dollars of Berkshire's assets. 2 times in the scene
- ▶ 37:32 Ted Seides If you circle back some period of time, much like your own strategy, a lot of the Berkshire businesses were consumer facing. 3 times in the scene
- ▶ 43:13 Tom Russo It has not been as volatile as it historically had been, and so you don't have the same opportunities to buy Berkshire on a discount as you once did. 6 times in the scene
- ▶ 46:30 Ted Seides How do you look at Berkshire succession in its success compared to the many other businesses that you've owned? 10 times in the scene
- ▶ 53:51 Ted Seides And so you could make the case with, you know, should Warren be thinking about selling Coca-Cola, but I would turn it differently, which is to say, what would have to happen for you to decide it's time to sell your Berkshire stock? 10 times in the scene
Charley Ellis - Indexing and Its Alternatives (EP.62)
- ▶ 49:26 Charlie Ellis And the second is an index fund equivalent in many ways, Berkshire Hathaway. 3 times in the scene
- ▶ 1:14:34 Charlie Ellis He said, oh, that's easy, Berkshire. 6 times in the scene
Rick Selvala - Harvesting Volatility (Capital Allocators, EP.41)
- ▶ 22:13 Ted Seides Warren Buffett and Berkshire Hathaway, right, who coined derivatives as weapons of financial mass destruction, and around that same time, around the financial crisis, he sold long-dated puts, I guess, on the S&P.
Paul Johnson and Paul Sonkin – The Perfect Investment (Capital Allocators, EP.32)
- ▶ 56:16 Paul Sonkin So maybe it's a dozen, a 102 hundred, and then you can't count all the people that just bought Berkshire stock because that's just Warren Buffett and they're just copying.
Thomas Russo – Buy and Hold...and Then What (Capital Allocators, EP.16)
- ▶ 42:29 Ted Seides Warren Buffett and Berkshire don't own a lot of the same names you do. 2 times in the scene
Charley Ellis – Multiple Ways to Win (Capital Allocators, EP.08)
- ▶ 25:00 Charlie Ellis I lucked into understanding Berkshire Hathaway way back in the seventies, and I'm not about to be the guy that Warren walks by and says, hey, I understand you've switched from Berkshire Hathaway over to indexing. 2 times in the scene
- ▶ 1:10:14 Charlie Ellis And as I got off the elevator, Sandy Gottesman, who's the chairman of Berkshire Hathaway for many, many years, and the guy that stands and says, thank you, Warren, which is what closes us to the annual meeting. 6 times in the scene
The Bet with Buffett (Capital Allocators, EP.05)
- ▶ 4:49 Ted Seides In this year's annual letter to Berkshire Hathaway shareholders, Warren wrote extensively about his views. 2 times in the scene
- ▶ 6:36 Patrick O'Shaughnessy So Ted, we're going to talk a lot about your famous or infamous bet with Warren Buffett today, but I thought a fun place to start would be, and you don't know this question's coming, for you to describe your first trip to a Berkshire… 3 times in the scene
- ▶ 12:22 Ted Seides And that was fine, and that started, we'll talk about this, but that started a discussion about volatility, because I immediately said, well, if we're collateralizing hedge funds, and you're collateralizing Berkshire stock, one's more…
- ▶ 15:56 Ted Seides And it turned out that, I think it was just Todd Combs at that time, but Todd had been hired, and that Warren had been asked questions in his annual meeting about the performance of the stocks in Berkshire, Berkshire's portfolio, and in…
- ▶ 54:13 Ted Seides Case in point, Berkshire Hathaway. 2 times in the scene
- ▶ 1:04:12 Ted Seides And Warren has done this at Berkshire Hathaway over and over and over again, and has become the world's preferred purchaser of great businesses.
- ▶ 1:07:20 Patrick O'Shaughnessy And effectively what that is, is a, like Berkshire, an almost decentralized collection of software companies.
- ▶ 1:13:38 Ted Seides We did it in Berkshire Hathaway.