This week, We Study Billionaires examined two contrasting bets on value: a deep dive into CoStar Group's real estate data dominance and the strategic positioning behind a $5 billion capital deployment, alongside a forward-looking valuation framework for Berkshire Hathaway heading into 2026. The episodes highlight a recurring tension in value investing between backing specialized, high-margin information businesses and evaluating the returns of a diversified conglomerate navigating an uncertain macro environment.
Episodes This Week
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Other Weeks
This Week in We Study Billionaires (Apr 13 - Apr 19, 2026)
2 episodes · Apr 13 – Apr 19
This Week in We Study Billionaires (Apr 6 - Apr 12, 2026)
2 episodes · Apr 6 – Apr 12
This Week in We Study Billionaires (Mar 30 - Apr 5, 2026)
1 episode · Mar 30 – Apr 5
This Week in We Study Billionaires (Mar 23 - Mar 29, 2026)
2 episodes · Mar 23 – Mar 29