Reading up on Berkshire Hathaway
8 deep · digging since nov 27, 25
- The Google Capital Company – Stratechery by Ben Thompson
Google raises $80B in equity, including $10B from Berkshire Hathaway, to fund AI capex, signaling demand vastly exceeds expectations and capital is becoming a commodity.
- Bill Gates Spent Years Crafting His Image. Now It’s Cracking. - WSJ
Newly released Justice Department files and employee accounts reveal Bill Gates's decades-long association with Jeffrey Epstein, including multiple meetings, affairs, and attempts by his staff to control media narratives, leading to severed ties with Microsoft, Berkshire Hathaway, and international engagements.
- Berkshire Hathaway portfolio changes: How the new stocks are trading
Berkshire Hathaway disclosed a $2.6 billion Delta Air Lines stake and increased its Alphabet position, with several stocks rising on the news.
- See Who Owns The 39 Trillion U S Debt In 2026 From Domestic And Foreign Holders To The Fed And Mutual And Pension Funds
As of March 2026, U.S. debt totals $39 trillion, with domestic investors holding $17.7 trillion and foreign holders $9.3 trillion.
- Berkshire Hathaway Posts a Drop in Earnings in Buffett’s Last Year - The New York Times
Gregory Abel's first earnings report as Berkshire Hathaway CEO shows lower profits, mainly from insurance declines, using straightforward commentary instead of Warren Buffett's folksy style.
- Why Tokens Can’t Compound - by Santiago Roel Santos
Crypto tokens fail to compound value because they are legally designed as non-equity instruments with no reinvestment mechanism, unlike businesses that compound through capital allocation.
- Surely the crash of the US economy has to be soon
Hacker News commenters debate whether a US economic crash is imminent, citing an AI investment bubble, distorted unemployment data, and deepening wealth inequality as key warning signs.
- Exclusive | The Untold Story of Charlie Munger’s Final Years - WSJ
In the year before his death, Charlie Munger made over $50 million from a bet on shunned industry, increased real-estate activities, and questioned if Moore's Law applies to AI.