Idea Generation | Berkshire Hathaway Q3 Update | Bond-Style Equity Analysis - a podcast by MOI Global

In this episode, John Mihaljevic hosts a discussion of:

The equity investment idea generation process: Elliot Turner responds to a listener question on idea generation and explains how he finds investment candidates. We discuss the merits of quantitative screening and other methods of uncovering potential opportunities.

Quarterly update on Berkshire Hathaway: Chris Bloomstran takes a look at Berkshire's Q3 performance and notable events, including share repurchases, an acquisition of gas transmission and storage assets, apparent portfolio changes, growth capex, and a lengthening of debt at low rates.

Duration and bond-style analysis: Phil Ordway reflects on recent market action to describe the concept of duration and how bond-style analysis can inform equity investment decisions. We discuss the implications of assessing common stocks using a fixed income analysis lens.

Enjoy the discussion!

The content of this podcast is not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment, or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information set forth on this podcast. The podcast participants and their affiliates may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated on this podcast.

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