TIVP038: Berkshire Hathaway (BRK.B): From Buffett to Abel w/ Daniel Mahncke & Shawn O’Malley
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 592 Ratings
🗓️ 21 September 2025
⏱️ 83 minutes
🧾️ Download transcript
Summary
Transcript
Click on a timestamp to play from that location
| 0:00.0 | trillion dollar conglomerate wins every multi-year comparison with the S&P 500. |
| 0:05.1 | So whenever one thought, that's too late now, Berkshire proved that's not the case. |
| 0:10.0 | Will that change now that Buffett retires? |
| 0:12.0 | There's no better capital allocator than Buffett. |
| 0:14.4 | But what might be underappreciated is how well Berkshire is structured and how well it will run without him at the top. |
| 0:26.1 | We looked at all the business segments today and I have no doubt that Berkshire will continue to do Berkshire things, even without Buffett as CEO. |
| 0:34.4 | You're listening to the Intrinsic Value podcast by the Investors Podcast Network. |
| 0:39.1 | Since 2014, with over 180 million downloads, we've learned directly from the world to best investors. |
| 0:46.1 | Now, we're applying those lessons to analyze businesses and investment opportunities every week, |
| 0:52.3 | helping you uncover intrinsic value. And now, here are your |
| 0:56.4 | hosts, Sean O'Malley and Daniel Monker. All right, folks, it took us a while, but the day has |
| 1:09.0 | finally arrived. We will be talking about the company that stands for value investing like no other. And today we are talking about Berkshire Hathaway, Warren Buffett's conglomerate and the inspiration behind how both Daniel and I personally invest in many ways. And I'd like to think that we're not only doing this because we had to cover Berkshire at some point, but because it might actually be a good time to consider investing in Berkshire. |
| 1:31.1 | And I say that because the stock is only up modestly year to date, while the S&P 500 has |
| 1:36.6 | gained almost 30% since those April lows from the tariff announcements. And in that time, |
| 1:42.8 | Berkshire is actually down about 5%. |
| 1:44.6 | And we shouldn't forget that it's the year when Buffett actually leaves the CEO position |
| 1:49.8 | after exactly six decades at the top of what you can call the most successful conglomerate in the |
| 1:56.2 | world. It feels like yesterday that you and I were sitting in the CHI arena together in Omaha with |
| 2:02.4 | thousands of other people just giving him a standing ovation after he made that retirement announcement. |
| 2:07.2 | And I'm kind of embarrassed to say, but I think I might have had a tear come to my eye in that |
| 2:11.3 | moment. And there's just something so beautiful about 40,000 people applauding a man who has not |
| 2:16.4 | just made them tons of money over the years, |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from The Investor's Podcast Network, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of The Investor's Podcast Network and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.