Berkshire Cut Stake in BofA, Eliminated Citigroup. It Has a New Holding.
Value investing in all its forms - From Graham & Dodd, to Buffett & Munger, to their philosophical descendants today
Berkshire Cut Stake in BofA, Eliminated Citigroup. It Has a New Holding.
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Untitled.
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WSJ: Warren Buffett Reveals He Stepped Down After Finally Feeling His Age
Value investing in all its forms - From Graham & Dodd, to Buffett & Munger, to their philosophical descendants today
WSJ: Warren Buffett Reveals he stepped down after finally feeling his age.
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Catalysts for Disney in 2025
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Walter Schloss in 1994: 16 factors needed to make money in the stock market.
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Barron's Issue on Defense Stocks. Week of 10th May
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Keeping my emotional dissonance in check. When I only beat 2 out of 9 squares on an otherwise great day.
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How to think about prices.
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Berkshire 2002 to 2007 data
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Crox is being priced like a no growth company. (A tiny valuation)
Value investing in all its forms - From Graham & Dodd, to Buffett & Munger, to their philosophical descendants today
Etc (reminder to self)
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YUM China (YUMC) abridged valuation
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Portfolio A/B (May 10th 2025)
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Time compression of the Ai technology curve. What took the internet from start of adoption to peak to trough in 9 years is now only 4 years for the Ai technology curve.
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Coupang CPNG valuation update (see comments for text)
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Berkshire Hathaway Valuation (notes to myself)
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WSJ: Guess How Much Time Many Investors Spend on Researching Stock Buys?
Value investing in all its forms - From Graham & Dodd, to Buffett & Munger, to their philosophical descendants today
Note to self: thinking vs feeling.
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A short-cut valuation of Google
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[Think China] Chinese stocks to delist in US amid trade war market rout?
Value investing in all its forms - From Graham & Dodd, to Buffett & Munger, to their philosophical descendants today
A tiny post on Pepsi growth and valuation
Value investing in all its forms - From Graham & Dodd, to Buffett & Munger, to their philosophical descendants today