Bezos on Media Bias, Marks on Asset Allocation, Moral Hazard, Meta's AI Prospects, Vision Pro: Success or Failure?, Berkshire in the 1960s, Whole Foods, Black Diamond, Merck, Wormholes ...
Berkshire Hathaway Acquires BHE Minority Interests, Measuring Competence, Greg Abel Interview, The Fed's Inflationary Bias, Jimmy Carter at 100, Sam Altman, Bruno Leoni, Thermopylae ...
Berkshire Hathaway has acquired the remaining minority interests in BHE from the Scott family and now is the sole owner of the energy company ...
Measuring competence is straight forward in many fields, such as carpentry and dentistry, but not as clear when it comes to investing ...
Charlie Munger's solution to estate planning at Berkshire was simple: Just Hold the Goddamn Stock! Unfortunately, his advice is not easy to follow ...
Ajit Jain's Berkshire sales, Dollar Stores, Jobs vs Cook on Innovation, Robert Caro, Fact checking Kamala Harris, Weaponizing political anger, Nick Sleep's letters, Howard Marks on risk ...
Berkshire's Trillion Dollar Milestone, Will Buffett attempt to acquire Chubb?, Intel's Prospects, Personal Bots, Bitcoin, AI vs. Reality, "Useless" Knowledge, Jay Bowen, Rudy Havenstein ...
Berkshire Hathaway at $1 Trillion, Warren Buffett's Canvas, Dollar General, Mr Market Miscalculates, Competing in Search, The American Dream, Li Lu, Deep Dive into AI, The Impact of Debt, and more ...
Thucydides, Corporate life cycles, Ben Graham's first big win, Buffett's early lesson in activist investing, Perils of forecasting, Orwell's 1984, Guy Spier, Ben Thompson, Estée Lauder ...
Disinflation vs. Deflation, Zooming Out, Warren Buffett's Apple Sales, Teens without Smartphones, Adam Wright, Joel Greenblatt, Robert Kierlin, Bruce Berkowitz, Jeremy Grantham ...
Berkshire's conservatism, Weschler's IRA, National Indemnity, A Defense of Andrew Left, Inflation hammers the poor, Felony convictions as footnotes, Immanuel Nobel, Eisenhower and D-Day ...
Viewing money as "claim checks" that can be exchanged for goods and services is a very useful concept ...
The Trust Deficit, EU Regulations, Medicare Advantage scams, Munger soldiered on, The cult of Silicon Valley, Self-esteem and outer scorecards, MMT's founder is worried about deficits ...
Books I read in Q2, Buffett's estate plan, The magic of compounding, How to read a book, Portfolio rebalancing, Ben Graham in 1955, Sam Walton, LBJ, Robert Moses, The origins of language ...
Warren Buffett has revised his will to leave his remaining assets at the time of his death to a new charitable trust run by his children ...
George Washington on debt, Superinvestors of micro-caps, BYD, OXY/BHE joint venture, Imposter syndrome, Decline of higher education, Howard Schultz, Cathie Wood, Robert Hagstrom ...
Thoughts on risk, Berkshire recap, Graham's first investment, Marks on debt, Electricity demand, How to spend your days, AI and productivity ...
Warren Buffett answered over thirty questions in a five hour marathon session in the first annual meeting after Charlie Munger's death ...
A list of fifteen recent articles including detailed coverage of Berkshire Hathaway's 2023 annual report and Warren Buffett's shareholder letter ...
This article proposes five questions for Berkshire Hathaway's 2024 annual meeting on May 4. Warren Buffett is likely to answer fifty or more questions ...