For this show, we thought we would be a bit provocative and focus on the bear case for Berkshire Hathaway. What would be the rationale for a value investor to sell? We thought it was going to a fun segment, coming on-air as a value investing heretic, but ran into challenges holding up to the scientific method.
There have been too many times over the years that we have seen so-called investors start with a conclusion and then pull together research to prove their point, that’s a sure recipe for disaster. Instead, that old scientific method of starting with a hypothesis, doing honest research, and then drawing the conclusion is critical.
Listen to our latest episode, A Value Investing Heretic, to hear our exploration of Berkshire Hathaway.