Brandon van der Kolk
speaker
629 appearances
1 recordings
1 series
first heard Jul 2026
last heard 20 Jul
Brandon van der Kolk’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
He's never tried to hide his results.
In fact, when he has underperformance, he actually writes about how his performance was front and center in his annual reports, in his Berkshire shareholder letters.
He'll say, oh, we underperformed.
This is why.
It's because we missed out on this.
We're doing this.
I messed up.
He's never had that salesmanship or that mentality of trying to hide
bad results or sell the good times.
It's just never been a part of his style.
I mean, I don't know.
I wouldn't, I wouldn't be able to tell you, I guess, but I mean, it's definitely given them optionality being a big company that can make those sort of decisions, whether they, yeah, they've got so much cash, they can just acquire whatever the hell they want, you know?
And when they don't, you know, they can acquire a 5% or 10% stake in Apple and it's like it's nothing.
Yeah.
Yeah.
Interesting.
Um, it's, I just run a pretty simple discounted, um, cashflow analysis.
Okay.
Uh, nothing fancy.
So the, the tough thing is, so for those that don't know, discounted cashflow is starting with a company's free cashflow.
Showing 361–380 of 629 · page 19 of 32
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