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    The Digest #163
    September 7, 2023
    How Berkshire Could Deploy $6 Billion
    April 26, 2022
    The Digest #98
    February 8, 2022
    Berkshire Hathaway Energy Valuation Indicators
    March 7, 2016
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    Recent Articles

    • The Digest #179December 5, 2023
      Guard your time, Tributes to Charlie Munger, Social media traps, The margin of illusion, AI colonoscopies, Advice on tipping, Alcohol and cardiovascular risks, Nicomachean ethics
    • Soldier OnDecember 4, 2023
      In 1955, Charlie Munger's nine year old son died of leukemia, a disease with a nearly 100% death rate at the time. How did he overcome his grief and endure in life?
    • The Digest #178November 30, 2023
      Berkshire countersues Pilot's founders, Meta targeting teens, Title Insurance, Moats & capital allocation, CAVA's origin, VISA's history, Business lessons from Tom Murphy
    • The Digest #177November 29, 2023
      Remembering Charlie Munger
    • Charlie Munger (1924 – 2023)November 28, 2023
      A life well lived
    • Buffett Accelerates Gifts to Family FoundationsNovember 22, 2023
      For the second year in a row, Warren Buffett has made gifts to four family foundations in excess of the annual commitments pledged in 2006.
    • The Digest #176November 21, 2023
      Found Money, OpenAI drama, GLP-1 drug studies, Estée Lauder, Heart valve technology, Edwin Land, John Oliver skewers dollar stores, Apple regrets, The Great Books Journal
    • The Digest #175November 16, 2023
      Pseudonyms on social media, Superinvestor portfolios, Apple Vision Pro, Gates on AI, 40% discount rates, Evolving moats, Jay Gould, Garry Tan, Milton Friedman, Ayn Rand, Steve Ells
    • Superinvestor Portfolio Changes — Q3 2023November 15, 2023
      A few observations based on recent 13F filings, with a focus on Berkshire Hathaway, Dollar General, Markel, and Semper Augustus.
    • Finding Your Life’s WorkNovember 14, 2023
      The majority of people never find their "life's work", yet the premise of paying hundreds of thousands of dollars for a college degree assumes that they will.
    • The Digest #174November 10, 2023
      Working Hard, Berkshire Q3 Recap, ProPublica attacks Buffett, Chipotle's international ambitions, The AI Gold Rush, 100th anniversary of Hitler's beer hall putsch, The Federalist Papers
    • Berkshire Hathaway’s Q3 2023 Results — Manufacturing, Service, and RetailingNovember 8, 2023
      A review of Berkshire's large collection of non-insurance operating businesses, with a focus on results in Q3 2023 as well as a longer term view.
    • The Digest #173November 7, 2023
      Berkshire's Q3 earnings, Munger on retailing, SBF's strange philosophy, Rob Henderson on reading, Howard Marks on a full return world, Morgan Housel on writing that sells, Cities on Mars
    • GEICO Prioritizes Profits Over Market ShareNovember 7, 2023
      Berkshire Hathaway's auto insurer has returned to consistent profitability in 2023 but at the price of ceding market share that will be costly to regain in the future.
    • Buffett Continues to Avoid Long-Term BondsNovember 6, 2023
      Berkshire's longstanding aversion to fixed-maturity investments has not changed in response to higher interest rates.
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