Analysis — Thought

Posts in Analysis

3Q24 Letter

A volatile quarter and an introduction to Hikari Tsushin.

Longriver, Investing, Companies, AnalysisGraham Rhodes22 October 2024Japan, Hikari Tsushin, Capital Allocation

Kweichow Moutai: Impeccable Pedigree

Visiting the home of China’s legendary liquor.

Macroeconomics, Companies, AnalysisGraham Rhodes15 December 2023China, Baijiu, Kweichow Moutai, Wuliangye, Diageo

Tom Gayner's Wrestling Match

The fight between the Income Statement and the Balance Sheet.

Gurus, Investing, AnalysisGraham Rhodes23 June 2023Markel, Berkshire Hathaway, Insurance, Banking, Financials, Omaha, Tom Gayner