Summary: Porter goes for round two in his critical review of the annual shareholder’s letter from Berkshire Hathaway (BRK). The most important details are not what’s included in the letter from Warren Buffett, but it’s what’s missing that has Porter wondering if the Oracle of Omaha has lost his touch. Will Buffett ever beat the S&P 500 ever again with the current makeup of Berkshire’s holdings? Buck and Porter welcome economist and author Richard Duncan to the show.
