#Berkshire

1/ Added a 2% position in $DJCO. This probably falls into the cheap basket that satiates my inner Graham / love for special situations and turnarounds. Usually these are 1%
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The majestic peaks of Suffolk. Port Talbot. The Spanish City Whitley Bay. Hadrian's wall. Housesteads, Northumberland. Birmingham Canal Navigations. A network of canals connecting Birmingham, Wolverhampton, and the eastern part
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1/Get a cup of coffee.In this thread, I'll help you understand the relationships between *investing* and *inflation*. 2/In his 2011 letter to Berkshire shareholders, Warren Buffett made an important observation.He
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Insane! The @washingtonpost editorial board attacks @revolvingdoorDC research file on Jeffrey Zients for being fair enough to include the positive purpose of Zients in government (seeking efficiency) & ignoring and
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My 21 stocks for 2021:Smallest to largest...$IRBT$UPWK$FVRR$RDFN$BYND$ETSY$TDOC$ZG / $Z$PINS$ROKU$MO$MELI$ISRG$SQ$SE$PM$CRM$DIS$BRK.B#Bitcoin $AMZNBonus baskets:$ARKGA basket of the @chamath alphabet SPACS ( $SPCE, $OPEN, $IPOC, $IPOD, $IPO
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Annual WEF commences tomorrow w/ #DavosAgenda. Key theme: rebuilding #trust - in order to obtain new social #contract - required for global #greatreset that will secure/serve ruling class & corporate
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That time everyone in Omaha forgot about Berkshire and went crazy for a bubble stock: Level 3 Communications. Enter Walter Scott, CEO of Kiewit, Omaha's biggest construction company (BRK's offices
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I'm been wanting to write this for a long time.Because it's probably the most important thing to understand when analyzing a growth company.What is their unfair (but legal) advantage over
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This is a thread about the companies that donate to Ted Cruz. Now that Cruz is an open seditionist, perhaps these companies will want to rethink their support for his
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The marriage of auto insurance & Tesla. Fiction or non? It must be hell on the sell side when you have a sell recommendation on a stock that takes off
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1/ Hello fellow intelligent investors. Today I’ll outline why in investing, the person turning over the most rocks wins, discuss the power of “snap judgments,” and share my snap judgments
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1/Get a cup of coffee.In this thread, I'll help you understand the fundamentals of options.Warning: this thread is extra long! 2/Let's start with the basics: what is an option?An option
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1/ Fathom Holdings - $FTHM $FTHM wants to hire and serve the very best real estate agents while offering industry best commissions74% rev growth 56% increase in real estate
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Everyone makes a mistake at work, but rarely do they end up reshaping an entire industry...It's a well-known story, but hey, (a) it's almost ski season and (b) who doesn't
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Who is Obama...In this Thread I'm going to lead you down the path of his crimes , and show you the pure evil behind the mask of someone that tried
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Finished Psychology of Money by @morganhouselJust phenomenal. Here’s some favorite highlights It’s a soft skill, where how you behave is more important than what you know.To grasp why people bury
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