Lessons from Berkshire Shareholders Meeting 2023
It was incredible to see Buffett and Munger LIVE. And to meet so many investors from all around the world. There’s a lot to cover, so I’m going to break…
Brookfield Corp Research Report
The King of Streaming
It’s wild to think that a year ago, Netflix’s share price dropped as low as $164.28. That was when Bill Ackman sold his 7% stake in Netflix, at a loss…
A guide to 13Fs: Understanding Super Investors Buys & Sells
Value Investor Conference: Chuck Akre and Chris Cherrone of Akre Capital
Value Investor Conference: François Rochon
Prior to seeing Warren Buffett and Charlie in person, I attended the Value Investor Conference, which featured speakers such as Chuck Akre, Tom Russo, François Rochon, Robert Cialdini and more. …
Value Investor Conference: Lessons from Robert Cialdini & Joseph Shaposhnik
Prior to seeing Warren Buffett and Charlie in person, I attended the Value Investor Conference, which featured speakers such as Chuck Akre, Tom Russo, François Rochon, Robert Cialdini and more. …
Microsoft Q3 2023: Firing on all cylinders (almost)
Ever since Satya took over, Microsoft has just been doing Microsoft things—executing. The company reported the following set of results: Revenue up 7% year-over-year (yoy) to $52.9b Gross profits up…
Tesla’s Q1 2023 earnings: Are they in trouble?
Why Warren Buffett Sold Most of His Bank Stocks
Nike Research Report
Charlie Munger fireside chat with Todd Combs