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Berkshire Hathaway - $BRK.B

The Canadian Investor: the AI labs are racing to become too big to fail
15 takeaways: Why a rate hike can hand income to households, the gap between what an AI subscription costs and what it buys, and a -17% housing-starts…
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RV Capital founder on 2022: "I wasn't shocked that the fund went down 50%"
19 lessons: Why a third of the portfolio sits in Chinese stocks, what a 47.6% drawdown and a stomach tumor in the same year taught him, and the one…
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Founders 100 ETF portfolio manager: founder-led stocks beat the S&P by 3x over 30 years
6 principles: why founder-led stocks aren't just a tech bet, how 11,000 names get cut to 100, the 7.5% cap, and the 90-day rule that ends a position
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Ariel Investments co-CEO: "That Buffett premium over time could probably dissipate"
5 takeaways: Why he thinks some of the premium survives anyway, what he wants Berkshire to do with its cash, and who he says still has to source the big…
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MicroCapClub founder: most micro caps deserve to be sold, not owned
18 lessons: The hold period a professional micro-cap investor actually runs, why he says 30 meetings with CEOs change what you hear, and how he gets out…
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Owen Zidar & Eric Zwick: Main Street millionaires hold 13x the Forbes 400's wealth
15 insights: What the 1986 tax reform set off, the seamless-gutter and quiche fortunes they found by reading property records, and who actually writes…
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Alex Morris: Buffett's one condition for the book was don't say I was involved
16 lessons: What he missed for two years that broke his Comcast thesis, the Dollar Tree setup he bought at about 10 times EBIT, and what he thinks Greg…
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Animal Spirits' hosts: hyperscaler debt is now 70% of Treasury issuance
17 takeaways: why higher rates are good news for savers, why Nvidia's operating income now beats Apple's, and how an AI agent got a diner's Resy account…
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Bill Cohan: Leon Black asked for the investigation into his own Epstein payments
8 takeaways: what 10 on-the-record interviews produced, how Athene turned Apollo into a private-credit machine, and the Munch painting hanging in a…
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Mary Barra: GM is the only Western automaker gaining share and profit in China
13 takeaways: Why she calls EVs "the end game" on a slower US timeline, what she'd redo about buying Cruise, and what Warren Buffett told her about…
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Lance B: he shorted oil while the analysts were still calling for $200 a barrel
12 takeaways: Why he adds only at sentiment extremes, the moving-average rule he says works on any time frame, and why he will not take a macro trade…
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Paul Johnson: "value investing" is redundant, and what died after Graham was capital preservation | Talking Billions
Why he says the real divide is fundamental investing against quant, the letter Markowitz wrote back to him about how modern portfolio theory began, and…
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