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For less than $25 per month, you can join corporate executives, professional money managers, and students of value investing receiving 10-12 full issues per year plus other commentary/notes. In addition, you’ll gain access to the archives, now 35 issues and growing! Other benefits include access to a live Berkshire Hathaway sum-of-the-parts valuation model, private subscriber-only Google Meetups, and subscriber introductions.
Note: I’m continuing my Substack-first distribution strategy this month, just with a slight twist for Berkshire. At 40+ pages and with so many tables/charts it just needs to be in PDF format.
I’m not putting a paywall on this post which means all subscribers have the benefit of reading the whole analysis. Subscribers will continue to have access to my live Google Sheet detailing Berkshire’s valuation every quarter and will receive invites to private virtual meetups.
BRK 2024 Deep Dive
Stay rational! —Adam
P.S. I’ll be in Omaha for the BRK annual meeting beginning on Thursday, May 2. Come see me speak on the Gabelli panel on Friday and then at Guy Spier’s VALUEx BRK. Buffett made Poor Charlie’s Almanack the exclusive book available for sale at the annual meeting, so mine won’t be for sale like in prior years. But you can still pick up a copy of my book at their store downtown. I’m going to try to be there on Friday afternoon to sign some copies.
Subscriber Meetup: Friday, May 10, 2024 @ 11AM EST
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Appreciate if you could please email me a sample and performance details, if you have.
Greetings! What is substack. Why are you using this