BRK

Issue 43: BRK Q3 2024 Update

Digging into Berkshire's Q3 results and an updated valuation (live Google Sheet)

Nov 15

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

Happy Birthday, Warren!

A special weekly issue

Aug 30

Issue 40.1: BRK Q2 2024 Update

Digging into Berkshire's Q2 results and an updated valuation (live Google Sheet)

Aug 9

119: BNSF-As-A-Bond?

Parsing Buffett's comments about Berkshire's railroad; What about the time-value-of-money?

May 21

Issue 37.1: BRK Q1 2024 Update

Digging into Berkshire's Q1 results and an updated valuation

May 14

Meetup Reminder: Today at 11am EST

If you’re not already subscribed, click here to join 3,000 others.

May 10

118: 2024 Berkshire Debrief

My reflections on a very special Berkshire Hathaway annual meeting weekend

May 8

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

110: Charlie Munger's Outstanding Investor Digest Talks

1995, 1997 & 1998

Dec 9, 2023

109: Reflecting On Charlie Munger

Charlie probably saved my life; and other thoughts on my hero

Nov 29, 2023

108: Berkshire's Not-So-Concentrated Equity Portfolio & Valuation Update

A business is a stock is a business.

Nov 17, 2023

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