McDonough Investments
Jacob McDonoughInvestment Research and Analysis
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 34 | Founded | 5 years ago | Last Issue | a year ago |
| Active | |||||
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mcdinvestments.substack.comLatest Issues
Jesus of Nazareth
I haven’t been spending as much time as usual thinking about business recently. Reading historical annual reports, listening to business podcasts, and searching for investment opportunities normally takes up quite a bit of my time. This is...
Biglari Holdings (BH) - In Defense of Sardar Biglari
*Disclosure: I have owned shares of BH since 2021 and it is one of my largest positions1
Biglari Holdings (BH) is a compounding machine run by a skilled capital allocator who treats shareholders fairly. Many readers familiar with BH might...
Beenos - The Spawner
Beenos (3328.JP) is currently my largest holding, and it’s a company I’ve written about in the past. Beenos is an entrepreneurial company with a low valuation. Although these alone are nice features, over time I have been appreciating one o...
Buyee - The Middleman
Beenos is currently my largest holding, and it’s a company I’ve written about in the past. Beenos is an entrepreneurial company with a low valuation. Although these alone are nice features, over time I have been appreciating one of its subs...
When Float Changed for Berkshire Hathaway
Note: This is basically the transcript of what I put out on The 10-K Podcast.
Something came to mind when studying Teledyne’s insurance companies, and I realized I needed to find answers.
When was Berkshire Hathaway first a...
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