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Warren Buffett (mentioned)

"$2 billion is a drop in the bucket": Trajan Wealth CIO on Treasury buybacks
15 takeaways: why insurers swapped 30-year Treasuries for floating-rate private credit, where he buys bonds instead, and why he says the selloff in…
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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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The next CPI print starts with a 4 and stays there to March, says DoubleLine's CEO
14 calls: The portfolio he has moved entirely out of AI, why he says 30-year TIPS never protected anyone from rising rates, and the sector he calls the…
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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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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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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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Cliff Nonnenmacher: a business that needs its owner is a job, and nobody buys a job
18 takeaways: Why he says 85% of listed small businesses never sell, the weight-loss drug that ended the gym pitch, and the four sectors he is buying…
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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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