The following video is part of our "Motley Fool Conversations" series, in which Director of Premium Services Matt Argersinger and Fool analyst Paul Chi discuss topics across the investing world.

In today's edition, Paul and Matt look at another addition to their Rising Stars Portfolio. Fresh off buying Double Eagle Petroleum, Paul is eyeing Berkshire Hathaway. The thesis is simple: The company is trading at historically low levels relative to its book value, and it would allow their portfolio exposure to the greatest investor of our time and a host of quality businesses.

Looking for our prediction for 2012? Check out The Motley Fool's brand new report, "The Motley Fool's Top Stock for 2012." It highlights a company that is revolutionizing commerce in Latin America. You can get instant access to the name of this company by clicking here -- it's free.

This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.