8 Comments
Jun 23, 2023Liked by Kingswell

Good writeup and thanks for the link to The Brooklyn Investor, since the fool Berkshire board went belly up, great to see some of the stuff consolidated a little. Need to see what Bloomstran is up to as well.

Expand full comment
author

Thanks for reading! Much appreciated!

Expand full comment

OXY under 58 and no news from the man. I hope we see some update next week. Good writeup!

Expand full comment
author

Thanks for reading! Yep, the Oxy situation is definitely interesting. I thought we might see some more purchases once it dropped into the $56-57 range.

Expand full comment
Jun 23, 2023Liked by Kingswell

Kevin- You cover BH like no one else! Thanks for all this interesting and timely information.

Expand full comment
author

Thanks so much! 🙏 Happy to do it.

Expand full comment

I really enjoyed the explanation of Buffett's asymmetric bet in Japan using Japanese debt to fund the purchases. 🙏🏽

Expand full comment
author

Yes, I think Chamath summed up the brilliant maneuvering of Buffett's Japan buys very well. Thanks for reading and have a great weekend!

Expand full comment