An example of good balance sheet analysis and some activism In his 1959 Partnership Letter, Warren Buffett wrote to his investment partners that he had found a special opportunity to invest in. As it later turned out, this opportunity was… Read More ›
There have been some harsh words spoken on ‘investing’ in cryptocurrencies. Bill Gates, Warren Buffett, and Charlie Munger have trouble even calling it investing. You might think that these Bitcoin-critics are just jealous over missing the big returns Bitcoin has… Read More ›
Moats are in the news! Economic moats, that is. Who would’ve thought? Buffett/Munger (representing Berkshire) and Musk (from Tesla) had a little back and forth about the importance of a moat.