94: Berkshire Hathaway Valuation Masterclass

I sit down with Michelle Marki and walk through a sum-of-the-parts valuation of Berkshire

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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

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