Ep 78. Buffett's Berkshire Letter

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Includes: BRK.A, BRK.B
by: Geoff Gannon
Summary

Buffett's 2019 Berkshire letter - very different than past letters.

The economics behind repurchasing one's own stock. Is that why Berkshire dropped the book value section from the letter?

The best letter in a long time - talked about the logic of buybacks and the importance of breaking a company down into 5 'groves'.

Originally posted March 7, 2019