Sublime
An inspiration engine for ideas
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
A Case Study in Capital Allocation: Philadelphia & Reading
In 1955, Ben Graham took control of P&R. Over the next 12 years, Graham transformed P&R from a failing coal mine into a high-return holding company.
Here's why P&R was Buffett's
- Largest investment___LI... See more
Programmable securities, money streaming, and a global buyer of energy of last resort are tremendously exciting. Their growing promise is evidence that Bitcoin is, “not just a digital rock,” to cite an expression frequently utilized by Elizabeth Stark.
Sacha Meyers • Bitcoin Is Venice: Essays on the Past and Future of Capitalism
Talk about concentration
Bruce Berkowitz’s portfolio https://t.co/LJCbMtZbbr
It seemed really natural to give more funding to people who could do more with it and to find great deals for people who had money but didn’t have differentiated or interesting portfolios.
Arlan Hamilton • It's About Damn Time: How to Turn Being Underestimated into Your Greatest Advantage
Tim Bailey
@timbailey
Bailey James
@bailias