Berkshire Hathaway
also referred to as: berkshire
includes Berkshire HQ
28 statements across 8 episodes · 17 bullish · 4 bearish · 1 people on the record · first statement Jan 9, 2024 by David Senra · said 162 times in 31 episodes since 2023 · across every show →
Mentions by year, the whole family
brought up most by David Senra (162)
tap a year for its mentions
2026 2 mentions in 1 episode
2025 10 mentions in 1 episode
2024 149 mentions in 28 episodes 5 per episode
- I had dinner with Charlie Munger
- Li Lu and Charlie Munger and Warren Buffett
- Warren Buffett & Charlie Munger In Their Own Words
- What I Learned Before I Sold to Warren Buffett
- Charlie Munger (the NEW Poor Charlie's Almanack)
- The Biography of Napoleon
- David Packard (Founder of HP)
- Nick Sleep's Letters: The Full Collection of the Nomad Investment Partnership Letters
- 20 more episodes that year, every mention in 2024 →
2023 1 mention in 1 episode
Everything said about Berkshire Hathaway, oldest first
Jan 9, 2024 positive
Jan 9, 2024 positive
David Senra: Warren Buffett's Shareholder Letters Are History's Best Content Marketing
“I think Berkshire's Warren Buffett shareholder letters may be the greatest example or the most successful example of content marketing in the history of business. The amount of opportunity, unique opportunity that flows to Buffett or that has flown, flowed to …”
Jan 9, 2024
Jan 9, 2024 negative
Helzberg: Warren Buffett does not invest in turnaround opportunities
“Perhaps one of the key reasons Warren Buffett has been the world's most successful investor, he does not buy turnaround opportunities, something that Buffett spends a lot of time discussing over many years in his shareholder letters. He doesn't believe turnaro…”
Mar 2, 2024 positive
Berkshire's $1.3B Coca-Cola stake grew past $17B, yielding $528M annually
“Berkshire decides to put one point, let's, let's call it 1.3 billion dollars In Coke in 1988 over the last 27 years of that investment alone has grown to over seventeen billion, but that does not include all the dividends that I received in that time period in…”
Mar 2, 2024
Mar 2, 2024 positive
Senra: Berkshire businesses and headquarters share extreme cost-reduction culture
“The one thing that all of Berkshire's businesses have in common is that they are managed by people who are willing to go to great lengths to keep costs low. That goes for Berkshire's home office as well. It doesn't have a public relations department or an inve…”
Mar 2, 2024 positive
Mar 2, 2024
Mar 2, 2024 positive
Mar 2, 2024 positive
Apr 16, 2024 positive
Apr 17, 2024 positive
Munger: Les Schwab built a tire fortune through shrewd compensation systems
“If you want to read one book that will demonstrate really shrewd compensation systems and a whole chain of small businesses, read the autobiography of Les Schwab. Who has a bunch of these tire shops all over the Northwest. And he made a huge fortune in one of …”
Apr 17, 2024 neutral
Berkshire Hathaway subsidiary leaders are compensated solely on individual unit performance
“The individual businesses that Berkshire owns, the person running that business is only Incentivized and paid and rewarded are punished based on the performance of that individual business and not Berkshire as a whole.”
Apr 24, 2024 positive
Jul 3, 2024 positive
Mar 8, 2025 negative
Berkshire Missed Google Despite Seeing GEICO's $10 Ad Clicks Work
“We were paying 10 dollars a click for something that had a marginal cost to Google of exactly zero. And we saw that the ads were working for us. We could see at Geico how well Google advertising worked, and we just sat there sucking our thumbs.”
Mar 8, 2025 positive
Berkshire operates with no HR, legal, IR, or PR departments
“We have no human relations department, no legal department, no investor relations, no public relations. We don't have any of that. We've got a bunch of all-stars out there running businesses. We just asked them to mail the money to Omaha.”
Mar 8, 2025 negative
Mar 8, 2025 positive
Mar 8, 2025 positive
Buffett and Munger's Public Teaching Created Their Proprietary Deal Flow
“And I actually think it's because there's the benefits of teaching, you know, it's not like they hoarded the knowledge that they, of their six or seven decade career. They wrote about their shareholders. They talked about the AGM. They, you know, people wrote …”
Mar 8, 2025 positive
Berkshire refuses to sell businesses unless they drain cash endlessly
“And like one thing that they bring up over and over again is in their wholly owned businesses, unless it's going to completely drain a bunch of money, they're not going to sell them. Even if, you know, they can say, Oh, we're, we used to make 15%. Now we make …”
Mar 8, 2025 neutral
Mar 8, 2025 neutral
Mar 8, 2025 positive
Mar 8, 2025 bearish
Munger: Businesses are ruined by bloat, not excessive downsizing
“If you put it in reverse, you say name a business that has been ruined because it was over downsized. I cannot think of a single one, but if you asked me to name businesses that were half ruined or ruined by bloat, I could rattle off name after name after name…”
Aug 31, 2026 neutral
Buffett's management tenets were first used by Henry Singleton at Teledyne
“Many of the distinctive tenants of Warren Buffett's unique approach to managing Berkshire Hathaway were first employed by Singleton at Teledyne. In fact, Singleton can be seen as a proto-Buffett, and there are uncanny similarities between the two.”