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Each quarter we try to study an admirable company and discuss it with our Operating Group managers and board members. We focus on high performance conglomerates that have demonstrated at least a decade of superior shareholder returns.

Ryan • Mark Leonard Letters

King of Capital: The Remarkable Rise, Fall, and Rise Again of Steve Schwarzman and Blackstone

John E. Morris

amazon.com

Cover of King of Capital: The Remarkable Rise, Fall, and Rise Again of Steve Schwarzman and Blackstone

The Key Man

Will Louch

amazon.com

WHOA. Yes- Microsoft laid off 6,000 people BUT... they dropped a pretty brutal new policy overhaul: -2-year rehire ban for anyone pushed out over performance -A new “good attrition” metric (yes, they track if they’re happy you’re gone) PLUS... you have 5 days to choose: – 16

Amanda Goodall x.com

Outstanding Investor Digest: Perspectives and Activities of the Nation’s Most Successful Money Managers

The content summarizes a compilation of interviews with prestigious money managers, detailing their perspectives on investment strategies, risk assessment, and market valuations over multiple volumes of the Outstanding Investor Digest.

Link

Lehman Brothers

Martin Gurri • Revolt of the Public and the Crisis of Authority in the New Millennium

ICONIQ | Home

iconiqcapital.com

Berkshire Hathaway Inc. Annual Report 2024

An annual shareholder letter from Warren Buffett discusses Berkshire Hathaway's performance, investment strategy, management perspectives, company developments, mistakes, and updates on key businesses, emphasizing a long-term approach to capital allocation and growth.

berkshirehathaway.com