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BRK
Q3 2024 Portfolio Update
The “crossroads” that I wrote about in the Q2 2024 update continued over the past three months...
Oct 3
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The Science of Hitting
23
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Q3 2024 Portfolio Update
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"Always Looking For Context"
Macro Factors and Long-Term Investing
Sep 21, 2023
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The Science of Hitting
32
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"Always Looking For Context"
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2
"There Aren't Many See's Candies"
“Through watching See’s, I gained a business education about the value of powerful brands that opened my eyes to many other profitable investments.”
Mar 27, 2023
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The Science of Hitting
30
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"There Aren't Many See's Candies"
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GEICO: The Gecko Stumbles
At the 1996 Berkshire Hathaway shareholder meeting, Warren Buffett and Charlie Munger were asked about GEICO (at the time, the seventh largest U.S.
Mar 13, 2023
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The Science of Hitting
26
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GEICO: The Gecko Stumbles
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"Regardless Of Price"
Warren Buffett and Coca-Cola
Jan 16, 2023
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The Science of Hitting
30
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"Regardless Of Price"
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4
"The Right Way To Run An Insurance Company"
National Indemnity: "Just A Little Different"
Dec 19, 2022
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The Science of Hitting
45
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"The Right Way To Run An Insurance Company"
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The Oracle and OXY: "The World Has Changed"
Last week, Berkshire Hathaway filed a Form 4 disclosing it purchased another 4.3 million shares of Occidental Petroleum (OXY) for ~$250 million…
Jul 18, 2022
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The Science of Hitting
25
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The Oracle and OXY: "The World Has Changed"
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4
"A Better Long-Term Home"
Last Saturday was a holiday for value investors: the annual release of Warren Buffett’s letter to the shareholders of Berkshire Hathaway.
Mar 7, 2022
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The Science of Hitting
18
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"A Better Long-Term Home"
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2
"Portrait of a Disciplined Investor"
A look at the life and career of GEICO's Lou Simpson
Feb 24, 2022
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The Science of Hitting
14
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"Portrait of a Disciplined Investor"
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The Berkshire Buyback Machine
Considering it’s my second largest position, a discussion on Berkshire Hathaway is overdue (the only time I’ve discussed it since launching the TSOH…
Nov 18, 2021
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The Science of Hitting
15
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The Berkshire Buyback Machine
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April 2021 Portfolio Review, Part 1
An in-depth review of my investment portfolio
Apr 5, 2021
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The Science of Hitting
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April 2021 Portfolio Review, Part 1
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