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Becoming Berkshire

Hundreds of paid subscribers

The history of the stock market, iconic companies, and American business through the lens of Warren Buffett and Berkshire Hathaway.

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Substack
PricingFreemiumPublishesWeekly
Issues110Founded4 years agoLast Issue5 days ago
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Latest Issues

Intel: The Microprocessor Age

Issue #54 - How a calculator side project became the backbone of the PC revolution.

Welcome back to Becoming Berkshire, where I dissect how Buffett & Munger built Berkshire and also sprinkle in companies I want to learn more about.

5 days ago
23
Paid

Episode 7: Buffett vs. the Go-Go Years

In Episode 7, we travel back to 1966, when semiconductor stocks were booming, the Dow crossed 1,000 for the first time, and Buffett was struggling to find investments he could understand at attractive prices.

We explore the rise and fall o...

17 days ago
12
4

1978: See’s Candies Begins Building Its Moat

Hello, fellow card-carrying capitalists. On today’s agenda, we are covering the 1978 Blue Chip Stamps shareholder letter, written by Charlie Munger. I want to welcome all new subscribers with a hearty handshake, and those who became paid su...

21 days ago
31
4

Intel: Before the Microprocessor

From Shockley and the Traitorous Eight to Fairchild Semiconductor and Intel’s first bet on memory.

Intel? But Jay, Buffett never invested in that company. Why is it in the timeline? How does this fit into the chronological rundown of Berks...

a month ago
42
5
Paid

From the Archives: Buffett, American Express, and the Salad Oil Scandal

I started Becoming Berkshire because I truly wanted to learn the history of Berkshire Hathaway and how Buffett and Munger built it.

At the time, I was mostly trying to become a better investor and use what I learned to help me think throug...

a month ago
23

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  • Becoming Berkshire

    Seabury Stanton shortchanged Buffett by 12½ cents, and now I have a newsletter

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