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    The Fall of Silicon Valley Bank
    March 11, 2023
    FrontPoint May Gain Independence from Morgan Stanley
    August 5, 2010
    The Big Short by Michael Lewis
    May 19, 2010
    Bill Clinton on Goldman Sachs, Financial Regulatory Reform
    April 28, 2010
    13 Bankers: The Wall Street Takeover and the Next Financial Meltdown
    March 21, 2010
    Paul Volcker: Euthanasia Rather Than Life Support for Failing Non-Banks
    February 12, 2010
    Can Forced Recapitalization Solve the “Too Big To Fail” Problem?
    February 3, 2010
    Sorkin on the Making of “Too Big To Fail”
    January 7, 2010
    Goldman Sachs Board Member Bill George Comments on Financial Reforms
    January 6, 2010
    Too Big to Fail by Andrew Ross Sorkin
    January 5, 2010
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    Recent Articles

    • 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
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      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.
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      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
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      A few observations based on recent 13F filings, with a focus on Berkshire Hathaway, Dollar General, Markel, and Semper Augustus.
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    • The Digest #174November 10, 2023
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      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.
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    • 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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      A high level overview of third quarter results and year-to-date repurchase activity.
    • The Digest #172November 2, 2023
      Pilot's Founders vs. Berkshire, I Bonds, Ted Weschler interview transcript, Expanding circles of competence, Damodaran on Tesla, Thompson on AI, Charlie Munger, Chris Davis
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