What podcasts say about Berkshire Hathaway
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Berkshire Hathaway
65 statements · 39 positive · 16 negative · 1 mixed · 9 neutral
- Vitaliy KatsenelsonPositiveNov 12, 2026· The Intellectual Investor – Value Investing by Vitaliy Katsenelson
Charlie Munger was essential to Berkshire Hathaway's development.
“Literally, without Munger, there's no Berkshire as we know it.”
Open the episode · The Values of Value Investing – Ep 307Listen at 3:45
- Shawn O'MalleyNeutralNov 12, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
The portfolio already has indirect railroad exposure through Berkshire Hathaway’s BNSF ownership.
“we already have indirect railroad exposure through Berkshire Hathaway and their ownership of BNSF.”
Open the episode · TIP860: Canadian Pacific Kansas City Limited (CP.TO): Irreplaceable Moat, Unproven Compounding w/ Kyle Grieve & Shawn O'MalleyListen at 1:19:58
Berkshire Hathaway has never paid a dividend, according to Meb.
“Berkshire Hathaway has never paid a dividend.”
Open the episode · Meb Faber: 2 Big Mistakes Investors Make With Their PortfoliosListen at 43:07
Berkshire’s underwriting profits and insurance investment income declined.
“core insurance underwriting profits fell. 43%. Insurance investment income also declined about 14%.”
Open the episode · A New Catalyst for Coinbase?Listen at 3:48
Berkshire’s third-quarter share repurchases more than doubled from the prior quarter.
“this acceleration of their Q3 share rate purchases essentially more than double”
Open the episode · A New Catalyst for Coinbase?Listen at 5:34
Berkshire’s buyback is a bullish signal.
“so that is a pretty bullish signal”
Open the episode · A New Catalyst for Coinbase?Listen at 7:38
Berkshire Hathaway may conduct more generous buybacks under Greg Abel.
“It shows that maybe under Greg Abel, they're willing to be a little more generous with the buybacks”
Open the episode · Closing Bell Overtime: Nvidia Faces a New Crisis 11/9/26Listen at 36:04
Berkshire B shares offer defensive safety with stronger growth and lower valuation.
“Berkshire B shares offer the same type of safety with better revenue growth and less full valuation.”
Open the episode · Stocks Attempt Rebound After Sell-off… And The End Of Aan Era For The AI Trade? 11/6/26Listen at 42:56
Berkshire Hathaway is outperforming the broader market at a $1.17 trillion valuation.
“The stock is up, by the way. Everything's down, but Berkshire's doing great. It's a $1.17 trillion company.”
Open the episode · Tech Stock Bloodbath, Binance Hacked, The Mansion Section | Diet TBPNListen at 2:59
Berkshire Hathaway is valued at $1.17 trillion.
“It's a $1.17 trillion company.”
Open the episode · Warren Buffett & Charlie Munger LIVE on TBPN, Intel Stock Crashes, WSJ Mansion Section | Darren Rovell, Will Manidis, David SenraListen at 5:29
Buying Costco would be a scale-appropriate deal for Berkshire.
“It's a scale deal. Berkshire has such trouble moving the needle these days.”
Open the episode · Is Wall Street Turning on AI?Listen at 33:01
Berkshire ownership tends to worsen acquired businesses’ operations and margins.
“if you look at Berkshire after they buy businesses, they become bad operators. The margins get worse.”
Open the episode · Is Wall Street Turning on AI?Listen at 33:59
Berkshire Hathaway’s annual meeting functioned like a one-day livestream.
“they basically were live streamers for a day”
Open the episode · Warren Buffett & Charlie Munger LIVE on TBPN, Intel Stock Crashes, WSJ Mansion Section | Darren Rovell, Will Manidis, David SenraListen at 1:48:42
Berkshire Hathaway resembles Japanese companies in structure and governance.
“Berkshire Hathaway is the most Japanese company in America in every sense”
Open the episode · GM109: Why Buffett Finally Went All In on Japan ft. Andrew McDermottListen at 42:11
Berkshire Hathaway is currently a very safe investment.
“Berkshire is a very, very safe place to put your money today.”
Open the episode · Bill Ackman on building the next Berkshire, AI & his next 10-baggerListen at 1:02:16
- Tracy Britt CoolNegativeOct 19, 2026· Capital Allocators – Inside the Institutional Investment Industry
Berkshire Hathaway’s growing cash balance makes meaningful capital deployment difficult.
“It was getting big in terms of capital. It had $150 billion in cash at the time. Now it's $300 billion plus. Hard to move the needle with that size of check.”
Open the episode · Building a Berkshire for the Middle Market – Tracy Britt Cool (EP.521)Listen at 17:56
Berkshire Hathaway’s Bending Spoons investment strengthens its balance sheet and liquidity.
“This definitely bolsters the balance sheet and gives them some more dry powder.”
Open the episode · Value Play or Value Trap?; 134 Stocks in the S&P 500 are in a 40% Drawdown; $TSMC EarningsListen at 26:09
Berkshire earned about $600 million annually from Japanese trading-house dividend financing spreads.
“he was earning $600 million a year on the spread between the dividends and the cost to finance it.”
Open the episode · #64 - The Value Disciple: Tobias Carlisle on Buffett's 3 best deals and why value will come back into favourListen at 42:48
Berkshire’s Alphabet investment represents a major strategic departure.
“I think it's a big departure from what Berkshire has traditionally done.”
Open the episode · #64 - The Value Disciple: Tobias Carlisle on Buffett's 3 best deals and why value will come back into favourListen at 47:11
Berkshire Hathaway’s backing remains highly influential for portfolio companies.
“the capital behind it having that kind of partner you know behind you i think still carries a lot of weight”
Open the episode · BofA Shares Tumble After Fines, Weak Trading Drag Down ResultsListen at 15:25
Berkshire Hathaway’s backing remains highly influential to investee companies.
“having that kind of partner you know behind you i think still carries a lot of weight”
Open the episode · BofA Shares Tumble After Fines, Weak Trading Drag Down ResultsListen at 15:26
Berkshire Hathaway is likely to grow 6% going forward.
“the likely growth of 6% going ahead”
Open the episode · 10 Stocks To Buy! Value Investing Quadrant October 2026Listen at 10:29
Berkshire is low risk and should deliver continued growth.
“Therefore, I said it is risky and not a... However, we can be sure that Berkshire will deliver”
Open the episode · 10 Stocks To Buy! Value Investing Quadrant October 2026Listen at 10:49
Berkshire Hathaway will grow at 6% with low risk.
“Let's say that they will keep on growing at 6%, low risk, fortress balance sheet.”
Open the episode · 10 Stocks To Buy! Value Investing Quadrant October 2026Listen at 11:01
Berkshire Hathaway offers very low risk and returns slightly above Treasuries.
“A little bit better than Treasuries, but not far from there. Very low risk”
Open the episode · 10 Stocks To Buy! Value Investing Quadrant October 2026Listen at 11:07
Lance's firm bought Berkshire Hathaway Class B shares.
“We bought some Berkshire Hathaway this week, the B-share class at Berkshire Hathaway.”
Open the episode · Value Stocks Set To Outperform Tech Into The End Of Year? | Lance RobertsListen at 1:25:07
Berkshire Hathaway is well diversified and well managed.
“I've never sold it. It's so well diversified, so well run.”
Open the episode · Halftime Report Celebrates 15 Years 10/7/26Listen at 40:50
Berkshire Hathaway is fundamentally an insurance business.
“Berkshire Hathaway is, at its core, an insurance business”
Open the episode · Facing Our Investing FearsListen at 22:55
Higher rates effectively increased Berkshire Hathaway’s earnings by about $1 billion.
“Berkshire a billion-dollar raise by raising rates.”
Open the episode · Facing Our Investing FearsListen at 23:09
Berkshire Hathaway has historically acquired companies more passively than Bending Spoons.
“I think a huge difference would be that Berkshire has historically been a more passive acquirer.”
Open the episode · This EU Firm Made Billions Buying Up Forgotten TechListen at 30:14
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.