Berkshire Is Back

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 7 August 2023

⏱️ 18 minutes

🔗️ Recording | iTunes | RSS

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Summary

Berkshire Hathaway bounced back from a recent loss with strong net income and billions in cash waiting for action. Jason Moser and Deidre Woollard discuss: - The value of solid insurance underwriting. - Why Berkshire sees a future in catering to truck drivers. - Finding the secret sauce in consumer businesses. Companies discussed: BRK.A, BRK.B, KHC, CPB, SOVO, SRG, KO, KNSL Host: Deidre Woollard Guest: Jason Moser Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Berkshire is back and Campbell's keeps it saucy.
0:08.0	Motley Full Money starts now.
0:10.1	Welcome to Motley Full Money.
0:14.6	I'm Dejra Willard here with Motley Full Analyst, Jason Moser.
0:17.3	How are you today, Jason?
0:18.3	Hey, doing great.
0:19.3	How about you?
0:20.3	I'm doing great.
0:21.3	Jason, it was a Berkshire weekend.
0:22.3	Yes.
0:23.3	It wasn't the Berkshire weekend because that's in the spring.
0:25.8	That's, you know, when everyone goes to Omaha, but we did get the second quarter results
0:29.3	always on a Saturday, always pretty, pretty low key.
0:32.5	You just, you just get the basics there.
0:34.1	I mean, a lot of basics, but this was strong.
0:37.2	This was a nice boost in net income up to nearly 36 billion.
0:41.0	Last quarter wasn't so great.
0:43.2	It's Buffett's back, right?
0:44.5	I mean, Buffett's never gone.
0:46.0	Buffett's back.
0:47.0	Yeah.
0:48.0	I mean, I think it's fair to say.
	...

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