Sign up to save your podcasts
Or
Share Bullish on Berkshire After Buffett? (ft. Bill Brewster)
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Bullish on Berkshire After Buffett? (ft. Bill Brewster)
To support the 7investing Podcast, go to 7investing.com/subscribe/. Your subscriptions allow us to keep making this podcast, so we can empower you to invest in your future.
In this episode, Matthew Cochrane welcomes back Bill Brewster, the host of The Business Brew podcast, for a wide-ranging conversation that touches on a variety of investment topics and companies. The pair begin their talk with Brewster sharing his recent experiences at the Markel (NYSE:MKL) and Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) annual investor conferences.
Markel's primary business offers niche insurance underwriting services. The company then uses its float and profits from the insurance business to invest in private companies and public equities. Cochrane asks Brewster if the right way to think about Markel is to think of it as a mini-Berkshire.
"I think they have looked at what Berkshire has done and seen the power of it. I don't know that you can sort of do the 'This is a mini-Berkshire' mental heuristic. I think that probably understates what Berkshire is."
The conversation then naturally shifts to Berkshire Hathaway and its bull case after Warren Buffett and Charlie Munger are no longer there. Brewster believes Berkshire will prove resilient but is unsure if it can outperform the S&P 500 in the years ahead.
Brewster and Cochrane then discuss how AI will impact society and how it will affect Big Tech and the competition among them, primarily focusing on Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL) and Microsoft (NASDAQ:MSFT).
Brewster and Cochrane then hit on:
Are U.S. investors letting home country bias impact their returns?
Why Brewster is more concerned about Alphabet than Meta over the next five years;
Why Disney is becoming a much more difficult company to value.
To follow Bill Brewster check out his podcast The Business Brew on any major podcast platform.
View all episodes
By 7investing
4.1
8787 ratings
To support the 7investing Podcast, go to 7investing.com/subscribe/. Your subscriptions allow us to keep making this podcast, so we can empower you to invest in your future.
In this episode, Matthew Cochrane welcomes back Bill Brewster, the host of The Business Brew podcast, for a wide-ranging conversation that touches on a variety of investment topics and companies. The pair begin their talk with Brewster sharing his recent experiences at the Markel (NYSE:MKL) and Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) annual investor conferences.
Markel's primary business offers niche insurance underwriting services. The company then uses its float and profits from the insurance business to invest in private companies and public equities. Cochrane asks Brewster if the right way to think about Markel is to think of it as a mini-Berkshire.
"I think they have looked at what Berkshire has done and seen the power of it. I don't know that you can sort of do the 'This is a mini-Berkshire' mental heuristic. I think that probably understates what Berkshire is."
The conversation then naturally shifts to Berkshire Hathaway and its bull case after Warren Buffett and Charlie Munger are no longer there. Brewster believes Berkshire will prove resilient but is unsure if it can outperform the S&P 500 in the years ahead.
Brewster and Cochrane then discuss how AI will impact society and how it will affect Big Tech and the competition among them, primarily focusing on Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL) and Microsoft (NASDAQ:MSFT).
Brewster and Cochrane then hit on:
Are U.S. investors letting home country bias impact their returns?
Why Brewster is more concerned about Alphabet than Meta over the next five years;
Why Disney is becoming a much more difficult company to value.
To follow Bill Brewster check out his podcast The Business Brew on any major podcast platform.
More shows like The 7investing Podcast
View all
Motley Fool Money
3,221 Listeners
We Study Billionaires - The Investor’s Podcast Network
3,374 Listeners
Rule Breaker Investing
946 Listeners
Exchanges
967 Listeners
Bloomberg Intelligence
397 Listeners
Odd Lots
1,948 Listeners
Bold Names
1,453 Listeners
Trillions
191 Listeners
Wall Street Breakfast
1,042 Listeners
The Compound and Friends
2,116 Listeners
The Intrinsic Value Podcast - The Investor’s Podcast Network
557 Listeners
Business Breakdowns
351 Listeners
The Macro Trading Floor
220 Listeners
On Investing
316 Listeners
Prof G Markets
1,416 Listeners