Why Buffett Owns a Gold Miner Now - The Value Investing P...

What this episode covers

Lucas and Luna dig into Berkshire Hathaway's latest SEC filing, which reveals a surprising new position in Perpetua Resources, an Idaho gold and antimony miner that just secured a $2.9 billion federal loan. They explore what drew Buffett to a metals play, how antimony's defense and tech applications fit the value thesis, and why this move echoes a famous Graham-era bet on silver. Plus, a look at how Perpetua's $2.9 billion loan compares to Berkshire's $5 billion stake in the company, and what it says about the intersection of value investing and national industrial policy. #BerkshireHathaway #PerpetuaResources #GoldMining #Antimony #ValueInvesting #WarrenBuffett #SECFiling #FederalLoan #IndustrialPolicy #Commodities #Finance #Business #StockMarket #LongTermInvesting #FexingoBusiness #BusinessPodcast #LucasAndLuna #IdahoGold Keep every episode free: buymeacoffee.com/fexingo

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Frequently Asked Questions

How long is this episode of The Value Investing Podcast with Fexingo: Buffett, Graham, and Long-Term Stock Picking?

This episode is 12 minutes long.

When was this The Value Investing Podcast with Fexingo: Buffett, Graham, and Long-Term Stock Picking episode published?

This episode was published on May 21, 2026.

What is this episode about?

Lucas and Luna dig into Berkshire Hathaway's latest SEC filing, which reveals a surprising new position in Perpetua Resources, an Idaho gold and antimony miner that just secured a $2.9 billion federal loan. They explore what drew Buffett to a metals...

Can I download this The Value Investing Podcast with Fexingo: Buffett, Graham, and Long-Term Stock Picking episode?

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