Berkshire Hathaway
also referred to as: berkshire
includes Berkshire Hathaway Energy
28 statements across 17 episodes · 20 bullish · 3 bearish · 11 people on the record · first statement Sep 18, 2015 by Sanjay Bakshi · said 139 times in 34 episodes since 2015 · across every show →
Mentions by year, the whole family
brought up most by Shane Parrish (75), Christopher Davis (17), Tracy Britt Cool (13), John Bragg (6), Sanjay Bakshi (5), Bruce Flatt (4), Brent Beshore (4), Tom Gaynor (3)
tap a year for its mentions
2026 2 mentions in 2 episodes 1 per episode
2025 55 mentions in 13 episodes 4 per episode
- Building Great Businesses | Tracy Britt Cool
- Jim Clayton: Turning Competitors’ Mistakes Into $1.7B [Outliers]
- Henry Singleton: The Greatest Capital Allocator in History [Outliers]
- Rose Blumkin: Women of Berkshire Hathaway [Outliers]
- Bruce Flatt on Value, Discipline, and Durability
- James Dyson: Against the Odds [Outliers]
- Charlie Munger: The Psychology of Human Misjudgment [Outliers]
- Forensic Account: The Bubble No One is Talking About | Anthony Scilipoti
- 5 more episodes that year, every mention in 2025 →
2024 37 mentions in 5 episodes 7 per episode
2023 2 mentions in 1 episode
2022 1 mention in 1 episode
2021 3 mentions in 2 episodes 2 per episode
2020 22 mentions in 2 episodes 11 per episode
2019 2 mentions in 2 episodes 1 per episode
2018 8 mentions in 4 episodes 2 per episode
2017 1 mention in 1 episode
2015 6 mentions in 1 episode
Everything said about Berkshire Hathaway, oldest first
Sep 18, 2015 positive
May 2, 2018 positive
Collison: Berkshire Hathaway and Koch Industries prioritize applied epistemology and structured doubt
“It's very striking to me how Warren and Charlie at Berkshire and how the folks at Koch Industries are so into a kind of epistemology and structuring of doubt and accounting for biases and mechanisms for clarity of thinking like to a very striking degree.”
Jan 22, 2019 neutral
Apr 28, 2020 bullish
Apr 28, 2020 bullish
Feb 2, 2021 positive
Parrish: Controlling shareholders enable outperformance by resisting short-term market pressure
“If you have a company that's controlled by no one shareholder, you end up with this suboptimal strategy where you're always, you're almost forced to pursue the best strategy in the moment instead of the best strategy overall. Whereas when you have a controllin…”
Jan 23, 2024 bullish
Gaynor: I've bought Berkshire and Markel consistently since 1990
“The great algorithm in life is do more of what's working. So I bought the first share of Berkshire in 1990. I can't remember what the last time I bought more of it was, but within the last year or two. So I've consistently bought that stock. For years. Done th…”
Jan 23, 2024 positive
Gaynor: Markel Adopted Berkshire's Playbook by Investing Specialty Underwriting Profits Long-Term
“I saw the idea of a specialty insurance operation that was dedicated to making an underwriting profit. And Steve Markel was the vice chairman and really the financial guy there. He was also interested in investing the underwriting profits long-term rather than…”
Jan 23, 2024 positive
Mar 5, 2024 neutral
Davis: Berkshire's charity program made its shares difficult to borrow and short
“Berkshire for many, many years had a charity program where if you owned a share of Berkshire each year, you were given a dollar amount per share that you could assign to any charity of your choice... But In order to be able to do that, you had to own the share…”
Mar 5, 2024 positive
Mar 5, 2024 positive
Davis: Berkshire generated outperformance without penalizing investors for extreme conservatism
“It's been run in this incredibly conservative way, but you haven't paid any price for that as an investor. Except some weird theoretical suboptimal outcome. But the fact is that you got your cake and you got to eat it too. You got to have, you know, longterm w…”
Oct 1, 2024 positive
Oct 1, 2024 negative
Bragg: Long-Term Investors Should Buy Good Stocks Instead of Holding Massive Cash
“Having that money sit in cash, ah, I don't know, he's got a crystal ball that nobody else has. I'd be investing it in, in good stocks. Because if the stocks go down, it doesn't matter. But I guess he's waiting for the opportunity to buy them cheap.”
Mar 25, 2025 positive
Charlie Munger attributed Berkshire's success to rarely being forced into bad decisions
“At dinner one night, I was talking with Charlie Munger, and I asked him for the unconventional sort of things that people don't appreciate as much about Berkshire Hathaway's success as he might think that they should. And one of the things that he mentioned to…”
Apr 22, 2025 positive
May 6, 2025 positive
May 6, 2025 neutral
Oct 14, 2025 bullish
Oct 14, 2025 negative
Oct 14, 2025 positive
Oct 21, 2025 neutral
Oct 21, 2025 positive
Oct 28, 2025 positive
Scilipoti: Buffett's operating cash flow frees him from fund manager benchmark constraints
“Buffett has built a business that generates cash. So he has operating businesses, Geico, Prudalum, etc. These generate cash. He takes that cash and invests it when he wants to invest it. In the way that he wants to invest it. You know, the average portfolio ma…”
Nov 11, 2025 positive
Nov 18, 2025 positive
Nov 18, 2025 negative
Parrish: Cults, sales, and politics manipulate using multiple simultaneous biases
“When you see extreme outcomes, Berkshire Hathaway's success or New Coke disasters, cult conversions, corporate catastrophes, ask what combination of tendencies created this? Be alert when multiple tendencies are being used to manipulate you. Cults have figured…”
Dec 9, 2025 neutral
Parrish: Berkshire uses heavy debt on railroad and energy assets
“On the railroad, for instance, they'll put a decent amount of debt in the railroad, because they know what the earnings, it's very predictable.
And they're comfortable.
The same as the energy, where they're putting a lot of capital, they put a lot of debt in”