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Updating the History of Berkshire Hathaway: 5 Years of Insane Growth

The Acquirers Podcast

Sep 19, 2026

This transcript discusses updates to a book on Berkshire Hathaway's financial history, highlighting its immense growth over the past five years, particularly driven by Apple's performance and significant acquisitions like Pilot and Allegheny. It delves into the complexities and disputes surrounding the Pilot acquisition, including accounting practices and alleged misconduct, offering insights into Berkshire's valuation methods. The conversation also touches upon other strategic moves like Japanese investments and the impact of wildfires on B.A.G.