BRK

GEICO: "Major Repolishing"

From “GEICO: The Gecko Stumbles” (March 2023): “Progressive has ran laps around GEICO over the past few years… GEICO was mistaken to dismiss the role of…

Mar 6 •

TSOH Investment Research

"Buffett And Munger Unscripted"

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…

Dec 5, 2024 •

TSOH Investment Research

Q3 2024 Portfolio Update

The “crossroads” that I wrote about in the Q2 2024 update continued over the past three months...

Oct 3, 2024 •

TSOH Investment Research

"Always Looking For Context"

Macro Factors and Long-Term Investing

Sep 21, 2023 •

TSOH Investment Research

"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 •

TSOH Investment Research

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 •

TSOH Investment Research

"Regardless Of Price"

Warren Buffett and Coca-Cola

Jan 16, 2023 •

TSOH Investment Research

"The Right Way To Run An Insurance Company"

National Indemnity: "Just A Little Different"

Dec 19, 2022 •

TSOH Investment Research

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 •

TSOH Investment Research

Portfolio Change - 03/11/2022

As noted in this morning’s write-up, I’ve decided to make a few portfolio changes in response to recent market volatility. This was my portfolio…

Mar 10, 2022 •

TSOH Investment Research

"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 •

TSOH Investment Research

"Portrait of a Disciplined Investor"

A look at the life and career of GEICO's Lou Simpson

Feb 24, 2022 •

TSOH Investment Research

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