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Becoming Berkshire

Becoming Berkshire

Study how Buffett and Munger built Berkshire and apply those lessons to real companies today.

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues89SubscribersRead becomingberkshire.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Charlie Munger’s 1977 Blueprint for Berkshire

As I began my research for 1977, I came across Max Olson, who compiled the Berkshire Hathaway Letters to Shareholders book that many of you are probably familiar with. But he also put together a collection of Blue Chip Stamps’ shareholder l...

23 days ago
70
0

Start Here: Your Guide to Becoming Berkshire

Welcome to Becoming Berkshire.

a month ago
33
2

Roblox: The YouTube of Video Games?

A 10-K deep dive into Robux, deferred revenue, developer network effects, and whether Roblox’s moat is real

a month ago
23
0
Paid

1976: When the Berkshire Machine Began to Work

Issue 45| 1976 -Inside the 1976 Berkshire Hathaway Annual Report: GEICO, insurance float, and the early formation of Buffett’s compounding engine.

2 months ago
36
5
Paid

Authors

The writers behind this newsletter.

  • Becoming Berkshire

    Writer of Becoming Berkshire, a self-directed MBA in Berkshire Hathaway. Studying Buffett, Munger, annual reports, and the principles of long-term investing.

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