94: Berkshire Hathaway Valuation Masterclass
I sit down with Michelle Marki and walk through a sum-of-the-parts valuation of Berkshire
You’re reading the weekly free version of Watchlist Investing on Substack. If you’re not already subscribed, click here to join 2,000 others.
For less than $17/month, you can join corporate executives, professional money managers, and students of value investing receiving 10-12 issues per year. In addition, you’ll gain access to the archives, now 21 issues and growing!
My Conversation with Michelle Marki
I spent two hours discussing Berkshire with Michelle. We go deep into BRK, including some tangential discussions about various aspects of the conglomerate and where to find certain data points in the financial statements.
Please feel free to ask questions here on Substack or in the video comments.
Stay rational! —Adam
Thanks for reading Watchlist Investing! Subscribe for free to receive new posts and support my work.