Berkshire Hathaway — Thought

Posts tagged Berkshire Hathaway

3Q23 Fund Letter

On good capital allocation and why it is hard to find in Asia.

LongriverGraham Rhodes17 October 2023Letters, Evolution, HDFC Bank, Berkshire Hathaway, TSMC, Techtronics, Tencent, Netease

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

Omaha 2023

My first trip to America in five years.

GurusGraham Rhodes14 May 2023Berkshire Hathaway, Warren Buffett, Omaha, United States

Betting on the Odds

Looking for situations where I can reasonably determine the future.

Gurus, InvestingGraham Rhodes8 June 2018Probability, Warren Buffett, Berkshire Hathaway, Charles Munger