Berkshire Beyond Buffett

Berkshire Beyond Buffett author Larry Cunningham has become an expert on Warren Buffett’s thinking and Berkshire Hathaway’s culture and businesses over the last 30 years. He shares his analysis of what will change and what won’t when Buffett leaves the scene.
WEALTHTRACK Episode 2053 broadcast on June 28, 2024
More info: wealthtrack.co...
Bookshelf: THE MAKING OF AN AMERICAN CAPITALIST BY ROGER LOWENSTEIN
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[@scipioafricanus4875]

Charlie and Warren's relationship would make a great read

[@rocking1313]

BRK's key man risk - Mr. Jain's insurance acumen?

[@kingdarius5252]

It's strange how he describes Berkshire's successes in the past tense, as if it is no longer possible for Berkshire to be successful in the future...

[@celestialfix]

Let’s get real: Human nature being what it is + capitalism = it’s going to be real difficult if not impossible to hold BRK together post Buffett….the company is so big that even Warren’s returns have been waining…..the CEOs of the major business unit are going to want to go their own way, and tremendous new shareholder value could be created with well timed spin-offs, split-offs and sales to strategic buyers…..they’ll try and placate shareholders with a dividend at first but it won’t work…..ultimately, I bet even Greg will see the light.

[@louisdu]

i calculated the investment portfolio to be 43% of the market cap......not 10%

[@scipioafricanus4875]

Thanks!

[@jacqueslemieux1802]

Disappointed he recommended CAC. Both state of New York and the CFPB have filed lawsuits alleging unethical if not illegal practices.

[@zoner__]

Never pay dividends or cap gains!!! If shareholders believe they can do better with the capital they should sell their shares. It also violates Warrens idea that compounding is the eighth wonder of the world.

[@tylercampbell6365]

When the old man goes the stock will crash