6 Comments
Feb 25, 2023Liked by Kingswell

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!

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Yes, definitely! Writing is a good way to test your thesis about a particular company.

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it seems like Buffett didn't buy OXY when it dropped below 60 this time. Any insights?

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I’m very surprised, too. Thought, for sure, Berkshire would add more at this price.

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Might be the insider trading cooling off period.

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Thank you very much for the mention. This is incredibly kind of you!

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