Reading up on Warren Buffett
8 deep · digging since nov 27, 25
- 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.
- How Warren Buffett Changed the Way Investors Think of Investing
Warren Buffett showed that disciplined long-term value investing, focused on buying undervalued companies with strong fundamentals, can generate unparalleled wealth over time.
- The Billionaire Backlash Against a Philanthropic Dream - The New York Times
Fewer billionaires are signing the Giving Pledge, signaling a waning commitment among the ultra-wealthy to donate most of their fortunes to philanthropy.
- The Brand Age | Hacker News
Paul Graham argues that as technology eliminates functional product differences, brands become the primary moat, using Swiss watch industry as a case study.
- 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.
- 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.