Bhav @13bhavsingh
Melbourne, Victoria Joined January 2020-
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Bringing back Nick Sleep’s Costco Analysis
You can combine Nano Banana with a video model to generate impressive results! It literally takes just a few minutes. Steps of the workflow below
The best pieces of advice that you'll hear today.
Li Lu recounts how Charlie Munger read Barron’s for over 40 years and only got one investment idea from it Investing is about extreme patience combined with extreme decisiveness
The Story of Berkshire Hathaway By Michael J Mauboussin
In 1986 Berkshire ran an ad in the Wall Street Journal as a way to find businesses to buy. Just look at the requirements : Simple
This thread is based on the brilliant book from @brettgardner_10 One of the most underrated works on Buffett’s early philosophy and deep value mindset. Highly recommended for any serious investor.
A Mohnish Pabrai (@MohnishPabrai ) interview with Graham & Doddsville back in 2008. He talks about the importance he places on management , when he thinks of selling an investment and which company characteristics attract him.
Do you know the worst deal that Warren Buffett has ever made ? That was buying Dexter Shoe in 1993 for 25 203 Class A Berkshire Shares. Dexter is now basically worthless. Take a look at his commentary on Dexter in his 1993 shareholder letter before everything went bust.
Warren Buffett writes on what we can learn from his real estate investments
🚨 Berkshire Hathaway Q1’25 Moves — Buffett shifting ultra defensive? 1⃣ Equity exposure cut to 5-year lows: $258.7B 2⃣ Major bank exit: - Fully closed $C ($1.12B) & $NU ($475M) - Cut $BAC by $2.17B - Trimmed $COF by $56.7M 3⃣ Massive new buy: $STZ ($1.16B) 4⃣ Added over $100M…

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