Sublime
An inspiration engine for ideas
Buffett read Lehman's 10-K and wrote down every page number where he thought there was a red flag
"By the time I got through, I decided that we were not in a position to lend money to Lehman"
Listen to him tell the story here: https://t.co/btmUjAnMNC https://t.co/od1x1LobU1
Warren Buffett considers Henry Singelton as having the best operating and Capital deployment record in American Business
This is evident by looking at Teledyne’s financial summary https://t.co/fFuk93oT5O
Current holdings 9/12/2023
Alphabetically:
$ADSK $BN $BAM $CSU $DOO $EQB $EQIX $GOOG $ISRG $INTU $MA $MSFT $ROP $SHOP $SPGI $TFII $TOI $TTD $V $WSP https://t.co/lmc6GXlNU6
Whitney Tilson just released his current intrinsic value estimates for Berkshire Hathaway:
$BRK.A — $562,000
$BRK.B — $375
Tilson: "The stock is trading 18% below my estimate of its intrinsic value."
Kevin Carpenterx.com
To all the hyper concentrated hodlers out there. I post this out of love. https://t.co/CoEMn3o95q
You can start by reading what Buffett calls the best annual report he has ever read, and then work your way through other years.
1932 AR: https://t.co/DztlQjDBSE https://t.co/L5XKXvi0BQ
Allan Mecham ran Arlington Value Capital where he achieved a CAGR of 30% over 8.5 years.
Here is his 2013 fund letter https://t.co/A9hSeF2f7Z