The following video is part of our "Motley Fool Conversations" series, in which analyst John Reeves and analyst Jason Moser discuss topics across the investing world.

We've heard a lot from Buffett over the past week. In his recent letter, Berkshire Hathaway seems to be doing well, and its investments have been performing well. Why then has its stock been underperforming over the past two years? Jason and John consider some reasons, and then wonder whether now is a good time to pick up shares.

The financial heavies, like Bank of America and Wells Fargo, are getting a lot of press these days. And much of it is negative. But there's one small bank that's flying under the radar. It has some of the best operational numbers you'll ever see. The Motley Fool featured it in its brand-new free report: "The Stocks Only the Smartest Investors Are Buying." We invite you to download a free copy. To find out the name of the bank Buffett would probably be interested in if he could still invest in small banks, just click here.