This video is part of our "Motley Fool Conversations" series, in which analyst Jason Moser and industrials editor/analyst Brendan Byrnes discuss topics across the investing world.

Jason and Brendan are heading to Omaha! That's right, the Berkshire Hathaway annual meeting awaits. Berkshire Hathaway is known for owning some of the world’s greatest businesses. Brendan gets Jason to tell us about a market leader that Buffett doesn’t own in the portfolio today, but should.

Can't make it? The next best thing to attending Berkshire 2012 is letting us bring the experience to your digital doorstep. You can sign up for our free trip dispatches from Berkshire 2012. We even throw in a special free report: "2 Stocks Warren Buffett Wishes He Could Buy." The report features two of our favorite ideas for new money right now. Register here for the free trip dispatches and the special free report.