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!
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