The latest Berkshire Hathaway news and my must-reads of the week!
Looking forward to this years letter and shareholder meeting. Alas I should start writing about businesses I’ve been studying, like Sees and maotai and such!
Yes, definitely! Writing is a good way to test your thesis about a particular company.
it seems like Buffett didn't buy OXY when it dropped below 60 this time. Any insights?
I’m very surprised, too. Thought, for sure, Berkshire would add more at this price.
Might be the insider trading cooling off period.
Thank you very much for the mention. This is incredibly kind of you!
Looking forward to this years letter and shareholder meeting. Alas I should start writing about businesses I’ve been studying, like Sees and maotai and such!
Yes, definitely! Writing is a good way to test your thesis about a particular company.
it seems like Buffett didn't buy OXY when it dropped below 60 this time. Any insights?
I’m very surprised, too. Thought, for sure, Berkshire would add more at this price.
Might be the insider trading cooling off period.
Thank you very much for the mention. This is incredibly kind of you!