A discussion of (1) the equity idea generation process: Elliot Turner responds to a listener question about idea generation and explains how he finds investment candidates; (2) quarterly update on Berkshire Hathaway: Chris Bloomstran takes a look at Berkshire's Q3 performance and notable events; and (3) duration and bond-style analysis: Phil Ordway reflects on recent market action to describe the concept of duration and how bond-style analysis can inform equity investment decisions.