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Soldier On
Charlie Munger's advice for enduring terrible hardship
3 hrs ago
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Soldier On
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November 2023
The Digest #178
Berkshire countersues Pilot's founders, Meta targeting teens, Title Insurance, Moats and capital allocation, CAVA's origin story, VISA's history…
Nov 30
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The Digest #178
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The Digest #177
Remembering Charlie Munger
Nov 29
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The Digest #177
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Charlie Munger (1924 - 2023)
A life well lived
Nov 29
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Charlie Munger (1924 - 2023)
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Buffett Accelerates Gifts to Family Foundations
For the second year in a row, Warren Buffett has made gifts to four family foundations in excess of the annual commitments pledged in 2006
Nov 22
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Buffett Accelerates Gifts to Family Foundations
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The Digest #176
Found Money, OpenAI drama, GLP-1 drug studies, Estée Lauder, Heart valve technology, Edwin Land, John Oliver skewers dollar stores, Apple regrets, The…
Nov 21
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The Digest #175
Pseudonyms on social media, Superinvestor portfolios, Apple Vision Pro, Gates on AI, 40% discount rates, Evolving moats, Jay Gould, Garry Tan, Milton…
Nov 16
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Superinvestor Portfolio Changes — Q3 2023
A few observations based on recent 13F filings
Nov 15
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Superinvestor Portfolio Changes — Q3 2023
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Finding Your Life's Work
The majority of people never find it, yet the premise of paying hundreds of thousands of dollars for a college degree assumes that they will.
Nov 14
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Finding Your Life's Work
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The Digest #174
Working Hard, Berkshire Q3 Recap, ProPublica attacks Buffett, Chipotle's international ambitions, The AI Gold Rush, 100th anniversary of Hitler's beer…
Nov 10
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The Digest #174
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Berkshire Hathaway's Q3 2023 Results — Manufacturing, Service, and Retailing
A review of Berkshire's large collection of non-insurance operating businesses
Nov 8
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Berkshire Hathaway's Q3 2023 Results — Manufacturing, Service, and Retailing
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The Digest #173
Berkshire's Q3 earnings, Munger on retailing, SBF's strange philosophy, Rob Henderson on reading, Howard Marks on a full return world, Morgan Housel on…
Nov 7
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The Digest #173
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