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Becoming Berkshire

Becoming Berkshire

Studying how Buffett and Munger built Berkshire Hathaway , and applying those lessons while managing over $2M in real capital.

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues86SubscribersRead theweekendinvestor.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Only the Paranoid Survive

> “If you're wrong, you will die. But most companies don't die because they are wrong; most die because they don't commit themselves. They fritter away their valuable resources while attempting to make a decision. The greatest danger is in ...

11 days ago
29
2

Estée Lauder Under Pressure

Buffett once quipped that if he started today, he'd begin from A and go all the way to Z, and that's pretty much what I’m trying to do here. I aim to buy a share of every S&P 500 company to obtain its annual report. I believe I own around 6...

18 days ago
33
6

Warren Buffett’s GEICO Investment: The Gamble That Saved an Insurer

During the 1930s, amid the Great Depression, when unemployment hovered around 16-17%, credit was scarce, and trust in financial institutions was at record lows, an insurance auditor named Leo Goodwin returned home one night with the idea of...

a month ago
47
2

GEICO 1976: Buffett’s $23 Million Bet

Issue 43| 1975 - How a near-insolvent insurer survived, and why Buffett committed 30% of Berkshire’s equity capital when failure still felt possible

2 months ago
43
4
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Authors

The writers behind this newsletter.

  • Becoming Berkshire

    Writing Becoming Berkshire, my self-directed “MBA in Berkshire.” Studying Buffett, Munger, and market history. This journey is the reason I wake up tap dancing!

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