Reading up on Warren Buffett
9 deep · digging since nov 27, 25
- Greg Abel finally puts Buffett’s cash pile to work
Greg Abel, Warren Buffett’s successor at Berkshire Hathaway, is deploying the conglomerate’s massive cash reserves into strategic acquisitions and investments after years of conservatism.
- 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.