I have some exciting news: I have been working on a book, titled “Buffett And Munger Unscripted”, for three years - and it has finally reached the finish line!
Congrats on the book. That said, given BRK is the second largest position and given the enormous buildup of cash at BRK this year and impending change at the top in the not too distant future, I am surprised you haven’t done a full write up on BRK since 2021 I believe. Think that’s overdue.
Hey Simon - Thank you for the kind words on "Buffett And Munger Unscripted", along with the feedback on the service - it's always helpful to hear which companies and topics TSOH subscribers would like me to focus more / less on.
There have been a few articles on Berkshire over the years - see the "BRK" tab link below - but to your point, they've generally been focused on individual businesses (like GEICO) or lessons to be learned (like National Indemnity), as opposed to an overarching review of Berkshire. That partly reflects how I tend to think about the position - something I'm highly likely to own for many years to come - but I'll be sure to add BRK to the backlog of future posts. At the latest, I'll do something around the timing of the annual meeting.
Very cool! Congrats! 💚 🥃
Thanks Liberty! Still doesn't feel real haha.
Enjoy it! The moment is comes out isn't very long compared to how long it takes to write it, haha
A very nice idea, I pre-ordered one.
"Delivery expected: Wednesday, January 29th"
Thank you Stoneval, I hope you enjoy it!
Pre-order done. Can’t wait for delivery! Thanks for the work.
Thank you Gregory, have a great day!
Awesome. I can't wait to get it. Pre-ordered today. Very proud of you, my friend.
Thank you as always Tom!
The biggest congratulations from a long time subscriber! (And Jack’s mom) We are so incredibly proud of you!
Thank you Jessica / Jack's mom, not possible without you!
Congrats, Alex. Going to have to get my hands on a copy.
Thanks Devin! Have a great day.
- Alex
Pre-ordered and will notify my readers about the book! Good luck!!!
Thank you Rational Walk!
Amazing. Congrats!
Thank you LRR!
Awesome! Congratulations 🍾!!!
Thank you so much YZ!
PS need it in audio format preferably via Spotify ;)
Not sure on the timing, but an audiobook is coming.
Looking forward to it
By reasearching and writing for this book, you must have learned a lot!
Sounds like a phD in investing.
Congrats!
Spot on - and hopefully that is easily transferable to the reader.
Thanks Investment Journey!
Congratulations! Just preordered on Amazon with your link.
That's great to hear, thank you Ethan!
Congratulations Alex!
Thank you Arne!
Just pre-ordered! Congratulations on the book and already being #1 on $AMZN
Thank you for ordering, and great to see that there's interest in the book!
great idea. thanks for doing this Just pre ordered
Thanks Shane!
Congrats on the book. That said, given BRK is the second largest position and given the enormous buildup of cash at BRK this year and impending change at the top in the not too distant future, I am surprised you haven’t done a full write up on BRK since 2021 I believe. Think that’s overdue.
Hey Simon - Thank you for the kind words on "Buffett And Munger Unscripted", along with the feedback on the service - it's always helpful to hear which companies and topics TSOH subscribers would like me to focus more / less on.
There have been a few articles on Berkshire over the years - see the "BRK" tab link below - but to your point, they've generally been focused on individual businesses (like GEICO) or lessons to be learned (like National Indemnity), as opposed to an overarching review of Berkshire. That partly reflects how I tend to think about the position - something I'm highly likely to own for many years to come - but I'll be sure to add BRK to the backlog of future posts. At the latest, I'll do something around the timing of the annual meeting.
https://thescienceofhitting.com/t/brk
Until then, if you have any specific BRK questions, I'm happy to answer them.
Thank you Simon!
- Alex