Berkshire Hathaway Part III

It's time. We wrap our Berkshire Hathaway trilogy with Warren and
Charlie entering a new era: the age of the internet. Can they and
Berkshire adapt to this brave new world? We find out. And, after
9+ hours, we render our final judgments on Berkshire and Warren's
career. Is "Never bet against America" still the right longterm
approach? Or is there another, even bigger Snowball out there
that Warren may be missing? 





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The Berkshire Hathaway Playbook is available on our website at
https://www.acquired.fm/episodes/berkshire-hathaway-part-iii





Links:


Bill Gates 1996 Wired interview:
https://youtu.be/VFFlO7yBIBM?t=1056

Jeff Bezos's 2008 AWS == electricity talk at YC Startup
School: https://www.youtube.com/watch?v=6nKfFHuouzA

Charlie's 2021 Shareholder Meeting "slip-up":
https://www.youtube.com/watch?v=6gyqElEG6Uo



 Carve Outs:


Common Stocks and Uncommon Profits:
 https://www.amazon.com/Common-Stocks-Uncommon-Profits-Writings/dp/0471445509

Xbox Game Pass: http://xbox.com/gamepass

Goodfellas: https://www.imdb.com/title/tt0099685/

The Goodfellas soundtrack:
https://open.spotify.com/playlist/0xVpgEngjrg6FOw5vEFHRp