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VALUE: After Hours (S06 E10): Christopher Bloomstran on Buffett, $BRK Berkshire, Munger, $SPY & China You can watch the entire discussion here:

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28,695 次观看 • 2 年前 •via X (Twitter)

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Randy Coard2 年前

There are probably only two employees at Berkshire who know more about the company than Chris B.

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Charlie Munger on Berkshire Hathaway's future in the post-Buffett era. "In terms of a creditable institution that serves the wider world, I think Berkshire's contribution after Warren Buffett is dead will utterly dwarf the contribution made while he was alive."
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Charlie Munger on Berkshire Hathaway's future in the post-Buffett era. "In terms of a creditable institution that serves the wider world, I think Berkshire's contribution after Warren Buffett is dead will utterly dwarf the contribution made while he was alive."

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RIP: Berkshire Hathaway's Charlie Munger has passed away at 99-years-old. Charles Munger was a legend who remained an integral part of of Berkshire up until the end. Below is an interview of Munger on CNBC just 12 days ago, discussing Warren Buffett. - Munger joined Berkshire Hathaway in 1965 and played a crucial role in its transformation into a diverse and successful conglomerate. - Known for his sharp intellect and wit, Munger is recognized for his role in shaping Berkshire Hathaway's long-term investment philosophy, emphasizing quality businesses and long-term value. - Munger is a notable philanthropist, contributing to various causes. He has made substantial donations to educational institutions, including the University of Michigan and Stanford University. RIP Legend
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RIP: Berkshire Hathaway's Charlie Munger has passed away at 99-years-old. Charles Munger was a legend who remained an integral part of of Berkshire up until the end. Below is an interview of Munger on CNBC just 12 days ago, discussing Warren Buffett. - Munger joined Berkshire Hathaway in 1965 and played a crucial role in its transformation into a diverse and successful conglomerate. - Known for his sharp intellect and wit, Munger is recognized for his role in shaping Berkshire Hathaway's long-term investment philosophy, emphasizing quality businesses and long-term value. - Munger is a notable philanthropist, contributing to various causes. He has made substantial donations to educational institutions, including the University of Michigan and Stanford University. RIP Legend

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What did you think of Christopher Nolan's "The Odyssey?" Want to learn more about Homer's epic poem? Watch Christopher Hitchens participate in a roundtable discussion on the tale of Odysseus here:
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This 4 hour masterclass of Warren Buffett and Charlie Munger will teach you more about investing than a $200,000 MBA from any business school on the planet. Bookmark this & give it 4 hours this weekend, no matter what. It's the most productive thing you can give your weekend.
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This 4 hour masterclass of Warren Buffett and Charlie Munger will teach you more about investing than a $200,000 MBA from any business school on the planet. Bookmark this & give it 4 hours this weekend, no matter what. It's the most productive thing you can give your weekend.
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This 4 hour masterclass of Warren Buffett and Charlie Munger will teach you more about investing than a $200,000 MBA from any business school on the planet. Bookmark this & give it 4 hours this weekend, no matter what. It's the most productive thing you can give your weekend.

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This 4 hour masterclass of Warren Buffett and Charlie Munger will teach you more about investing than a $200,000 MBA from any business school on the planet. Bookmark this & give it 4 hours this weekend, no matter what. It's the most productive thing you can give your weekend.
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This 4 hour masterclass of Warren Buffett and Charlie Munger will teach you more about investing than a $200,000 MBA from any business school on the planet. Bookmark this & give it 4 hours this weekend, no matter what. It's the most productive thing you can give your weekend.

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This 4 hour masterclass of Warren Buffett and Charlie Munger will teach you more about investing than a $200,000 MBA from any business school on the planet. Bookmark this & give it 4 hours this weekend, no matter what. It's the most productive thing you can give your weekend.
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This 4 hour masterclass of Warren Buffett and Charlie Munger will teach you more about investing than a $200,000 MBA from any business school on the planet. Bookmark this & give it 4 hours this weekend, no matter what. It's the most productive thing you can give your weekend.

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Warren Buffett and Charlie Munger didn't avoid real estate because they thought it was a bad asset class They stayed away because they believed they had no durable advantage in it. When asked why real estate had never become a significant part of Berkshire Hathaway's portfolio, Buffett pointed to two reasons: an unfavorable tax structure and the absence of a competitive edge. He explained that Berkshire, as a C corporation, faces an extra layer of corporate taxation on real estate income, putting it at a disadvantage against REITs, partnerships, and S corporations. As Buffett put it: "Real estate tends to be a very lousy investment for people who are taxed under subchapter C." Beyond taxes, Buffett argued that developed real estate is usually priced efficiently. Unlike public stocks, where Berkshire believes it can identify mispriced businesses, most commercial real estate transactions involve buyers and sellers who have access to similar information. According to Buffett, the best opportunities arise only when markets become highly inefficient — such as during the Resolution Trust Corporation (RTC) era in the early 1990s, when distressed assets, forced sellers, and scarce financing created widespread mispricing. Looking back, Buffett admitted Berkshire wasn't fully prepared to capitalize on those conditions and believed they missed an opportunity to earn substantial returns. He also recalled that one of the few major real estate deals Berkshire seriously pursued was the Irvine Company in the late 1970s, though the acquisition ultimately went to a group organized by Mobil Oil. Reflecting on his partnership with Charlie Munger, Buffett joked that Munger would often spend several minutes arguing against a deal—and the more passionate the objections, the more Buffett suspected Charlie actually liked it. Source: Berkshire Hathaway Annual Meeting (2003) Q&A
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Warren Buffett and Charlie Munger didn't avoid real estate because they thought it was a bad asset class They stayed away because they believed they had no durable advantage in it. When asked why real estate had never become a significant part of Berkshire Hathaway's portfolio, Buffett pointed to two reasons: an unfavorable tax structure and the absence of a competitive edge. He explained that Berkshire, as a C corporation, faces an extra layer of corporate taxation on real estate income, putting it at a disadvantage against REITs, partnerships, and S corporations. As Buffett put it: "Real estate tends to be a very lousy investment for people who are taxed under subchapter C." Beyond taxes, Buffett argued that developed real estate is usually priced efficiently. Unlike public stocks, where Berkshire believes it can identify mispriced businesses, most commercial real estate transactions involve buyers and sellers who have access to similar information. According to Buffett, the best opportunities arise only when markets become highly inefficient — such as during the Resolution Trust Corporation (RTC) era in the early 1990s, when distressed assets, forced sellers, and scarce financing created widespread mispricing. Looking back, Buffett admitted Berkshire wasn't fully prepared to capitalize on those conditions and believed they missed an opportunity to earn substantial returns. He also recalled that one of the few major real estate deals Berkshire seriously pursued was the Irvine Company in the late 1970s, though the acquisition ultimately went to a group organized by Mobil Oil. Reflecting on his partnership with Charlie Munger, Buffett joked that Munger would often spend several minutes arguing against a deal—and the more passionate the objections, the more Buffett suspected Charlie actually liked it. Source: Berkshire Hathaway Annual Meeting (2003) Q&A

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