Berkshire Hathaway Part III

Jun 7, 2021

Listen in Apple Podcasts Pocket Casts Castro

This episode isn’t summarized yet

Create a free account and summarize it. In a few minutes you’ll have the key takeaways and a section-by-section summary.

Create a free account Sign in

Show notes

It's time. We wrap our Berkshire Hathaway trilogy with Warren and Charlie entering a new era: the age of the internet. Can they and Berkshire adapt to this brave new world? We find out. And, after 9+ hours, we render our final judgments on Berkshire and Warren's career. Is "Never bet against America" still the right longterm approach? Or is there another, even bigger Snowball out there that Warren may be missing?

Sponsors:

ServiceNow: https://bit.ly/acquiredservicenow26
Legora: https://bit.ly/acquiredlegora
Vanta: https://bit.ly/acquiredvanta
Statsig: https://bit.ly/acquiredstatsig26

More Acquired!

Get email updates with hints on next episode and follow-ups from recent episodes
Join the Slack
Subscribe to ACQ2
Merch Store!

The Berkshire Hathaway Playbook is available on our website at https://www.acquired.fm/episodes/berkshire-hathaway-part-iii

Links:

Bill Gates 1996 Wired interview: https://youtu.be/VFFlO7yBIBM?t=1056
Jeff Bezos's 2008 AWS == electricity talk at YC Startup School: https://www.youtube.com/watch?v=6nKfFHuouzA
Charlie's 2021 Shareholder Meeting "slip-up": https://www.youtube.com/watch?v=6gyqElEG6Uo

Carve Outs:

Common Stocks and Uncommon Profits: https://www.amazon.com/Common-Stocks-Uncommon-Profits-Writings/dp/0471445509
Xbox Game Pass: http://xbox.com/gamepass
Goodfellas: https://www.imdb.com/title/tt0099685/
The Goodfellas soundtrack: https://open.spotify.com/playlist/0xVpgEngjrg6FOw5vEFHRp