AI Berkshire Space

Four-master analysis without one-model overconfidence

Separate business quality, valuation, inversion, management, and long-term certainty before synthesis.

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Workflow

Business quality

Identify earning power, unit economics, customer stickiness, and the limits of the circle of competence.

Valuation sanity

Run market cap, currency, P/E, cash, and owner-earnings checks before writing a conclusion.

Contradiction log

Keep opposing master views visible so a cheap stock can still fail certainty or governance gates.

Limits and method notes

This page explains a research workflow, not an investment recommendation. Outputs should be checked against primary sources, fresh market data, filing data, and your own suitability constraints.

Full planner output requires package selection and Polar checkout verification.