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A few thoughts on Berkshire Hathaway’s Q3 2026 earnings report. kingswell.io/p/berkshire-ha…
www.kingswell.io Berkshire Hathaway’s Q3 2026 Earnings Report Berkshire Hathaway rarely offers predictions. Kevin Carpenter
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www.kingswell.io Berkshire Hathaway’s Q3 2026 Earnings Report Berkshire Hathaway rarely offers predictions. Coming face-to-face with this See’s Candies display every time I walk into the mall is a fearsome test of my willpower.
Berkshire Hathaway investment manager Ted Weschler talks about investing in DaVita — and the filters he uses for healthcare investing in general.
(1) "Does the healthcare company deliver better quality of care than somebody could get anywhere else? DaVita [does] that."
(2) "Does it deliver a net savings to the healthcare system? In other words, is the total bill for U.S. healthcare cheaper because of the efficiency that the company provides? DaVita checks that box."
(3) "And, lastly, do you get a higher return on capital, predictable growth, and shareholder-friendly management? Absolutely."
(CNBC || 2014)
(1) "Does the healthcare company deliver better quality of care than somebody could get anywhere else? DaVita [does] that."
(2) "Does it deliver a net savings to the healthcare system? In other words, is the total bill for U.S. healthcare cheaper because of the efficiency that the company provides? DaVita checks that box."
(3) "And, lastly, do you get a higher return on capital, predictable growth, and shareholder-friendly management? Absolutely."
(CNBC || 2014)
0:55
Tim Cook: "There were smartwatches on the market [before Apple Watch]. Just like there were smartphones on the market before iPhone and tablets on the market before iPad.
But, arguably, we had the first modern one of each of those."
But, arguably, we had the first modern one of each of those."
0:25
Warren Buffett: "If somebody shows us a business, the first thing that goes through our head is would we rather own this business than more Coca-Cola? Would we rather own it than more Gillette?"
1:05