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100: Interest Rates & Bank Balance Sheets
Thinking through the fair value of loans and the equity value of banks.
7
99: Bottling The BRK Culture; Meeting Greg Abel; Gratitude; and Other BRK AGM Thoughts; Newsletter Discount
Fresh off my 10th and arguably best/most fun BRK meeting
1
98: Omaha Ahoy!; New BRK Deep Dive; Free (old) BRK Deep Dive; Limited Time 10% off Watchlist Investing
Heading to Omaha for my 10th Year.
1
97: Aggregating My Thoughts On Capital Intensity
Thinking through the aggregates industry for my upcoming Deep Dives issue.
1
96: Charlie Munger's Pari-Mutuel System...In Reverse
What happens when the odds increase due to a decline in the stock price?
5
95: Daily Journal Meeting Notes
Charlie Munger - age 99 - didn't disappoint today during a 2.5 hour talk with Becky Quick
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Adam Mead
94: Berkshire Hathaway Valuation Masterclass
A focused approach to investing is easier and more enjoyable (and better).
Watchlist Investing
Watchlist Investing
Exploring timeless investing concepts in the search for great businesses.
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Net Interest
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