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Berkshire Hathaway
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Issue 43: BRK Q3 2024 Update
Digging into Berkshire's Q3 results and an updated valuation (live Google Sheet)
Nov 15
8
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Issue 43: BRK Q3 2024 Update
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123: Buffett Thinks Berkshire Hathaway Energy Is Worth 45% Less Today
Berkshire buys 100% of BHE. The implied purchase price is more than 45% below what it paid Greg Abel just two years ago.
Oct 1
19
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123: Buffett Thinks Berkshire Hathaway Energy Is Worth 45% Less Today
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4
Happy Birthday, Warren!
A special weekly issue
Aug 30
13
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Happy Birthday, Warren!
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Issue 40.1: BRK Q2 2024 Update
Digging into Berkshire's Q2 results and an updated valuation (live Google Sheet)
Aug 9
3
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Issue 40.1: BRK Q2 2024 Update
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119: BNSF-As-A-Bond?
Parsing Buffett's comments about Berkshire's railroad; What about the time-value-of-money?
May 21
7
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119: BNSF-As-A-Bond?
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Issue 37.1: BRK Q1 2024 Update
Digging into Berkshire's Q1 results and an updated valuation
May 14
7
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Issue 37.1: BRK Q1 2024 Update
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2
Meetup Reminder: Today at 11am EST
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May 10
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Meetup Reminder: Today at 11am EST
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2
118: 2024 Berkshire Debrief
My reflections on a very special Berkshire Hathaway annual meeting weekend
May 8
11
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118: 2024 Berkshire Debrief
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6
Issue 36: Berkshire Hathaway Deep Dive
If you’re not already subscribed, click here to join 3,000 others. Want more in-depth and focused analysis on good businesses? Check out some sample…
Apr 30
13
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Issue 36: Berkshire Hathaway Deep Dive
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2
101: Updated Berkshire Hathaway Valuation
Returning from my hiatus...
Aug 7, 2023
6
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101: Updated Berkshire Hathaway Valuation
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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
May 8, 2023
8
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99: Bottling The BRK Culture; Meeting Greg Abel; Gratitude; and Other BRK AGM Thoughts; Newsletter Discount
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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.
May 3, 2023
8
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98: Omaha Ahoy!; New BRK Deep Dive; Free (old) BRK Deep Dive; Limited Time 10% off Watchlist Investing
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