TIP289: Intrinsic Value Assessment of Berkshire Hathaway by Jake Taylor (Business Podcast)

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 29 March 2020

⏱️ 54 minutes

🔗️ Recording | iTunes | RSS

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Summary

On today's show, Preston Pysh and Stig Brodersen talk to Jake Taylor about the intrinsic value of Berkshire Hathaway. Jake is a value investor and the CEO & founder of Farnam Street Investments. IN THIS EPISODE, YOU'LL LEARN: The most important takeaways from Warren Buffett’s most recent letter to shareholders. An overview of the five major segments of Berkshire Hathway. What is the moat of Berkshire Hathaway after Warren Buffett and Charlie Munger. Should Berkshire Hathaway be used as a substitute for cash or a bond in your portfolio? Ask The Investors: Should I as a shareholder of Berkshire Hathaway buy stocks that are already in the company’s portfolio? BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Jake Taylor’s book, The Rebel Allocator – Read reviews of this book. The Investor Podcast Network’s interview with Jake Taylor on, The Rebel Allocator. Jake Taylor’s letters to his clients. Tweet directly to Jake Taylor. Email Jake Taylor at: [email protected]. Warren Buffett’s letters to shareholders. NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Bluehost Fintool PrizePicks Vanta Onramp SimpleMining Fundrise TurboTax HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TIP.
0:03.3	On today's show, we have Jake Taylor from Farnham Street Investments to talk to us about
0:07.2	the intrinsic value for Berkshire Hathaway.
0:10.1	Although this conversation was recorded prior to the aggressive market sell off, today at
0:14.8	the end of March Berkshire Hathaway currently has one of the top 20 enterprise values relative
0:20.4	to its earnings power for the entire US equity market.
0:24.3	During the show, Jake talks about Buffett's recently really shareholder letters and he
0:27.7	also gets into all the reasons why Berkshire is currently trading at an attractive price
0:32.2	relative to all their stocks on the market.
0:34.8	So without further delay, here's our conversation with Jake Taylor.
0:38.8	You are listening to THE Investors Podcast.
0:45.0	Where we study the financial markets and read the books that influence self-made billionaires
0:49.3	the most.
0:50.3	We keep you informed and prepared for the unexpected.
1:00.3	Hey guys, welcome to THE Investors Podcast.
1:04.8	I'm your host, Dick Brodison and as always, I'm accompanied by my co-host Preston Pish.
1:09.9	We are here today with Jake Taylor, CEO of Farnham Street Investments.
1:14.6	Jake, thank you so much for joining us here today.
1:17.5	Thanks for having me on the show, guys.
1:19.4	So Jake, on today's show, you'll be pitching Berkshire Hathaway and you'll provide your
1:24.6	estimation of the intrinsic value of the company.
1:27.9	But before you pitch, let's hear more about your investment framework.
	...

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