A three-stock Charlie Munger portfolio – Shaurya Gupta (Gupta Partnership)
Shaurya Gupta on three companies Charlie Munger admired: TSMC’s old fabs, Amazon as Costco’s digital heir, and Alphabet. Full talk transcript.
Berkshire Hathaway Inc., through its subsidiaries, engages in the insurance, freight rail transportation, and utility businesses worldwide. Berkshire Hathaway was run since 1965 by Warren Buffett and is headquartered in Omaha, Nebraska.
In this tag and archives and on Berkshire Hathaway’s website you can learn more about this company.

Shaurya Gupta on three companies Charlie Munger admired: TSMC’s old fabs, Amazon as Costco’s digital heir, and Alphabet. Full talk transcript.

Gisela Baur on 30 years with Warren Buffett: his memory, his circle, Munger’s trust rule and why she never bought Berkshire. Full transcript.

My estimate is that the Berkshire Hathaway Annual Meeting 2026 attendance is down 50% or more compared to the record year 2025. That translates into…

The 2026 AGM is unlike any before it. Warren Buffett is no longer behind the microphone. A new era has begun, and this year four…

40,000 investors. 74 extra commercial flights. A side event with 2,600 RSVPs. A website unchanged since 1999. One man who stepped down after 60 years…

Welcome to the Warren Buffett YouTube media ecosystem: Warren Buffett has never uploaded a YouTube video in his life. He has no channel and no…

What to learn from Buffett & Munger Unscripted? – Alex Morris (TSOH Investment Research) By Tilman Versch·Jun 3, 2025· Key facts Alex Morris of TSOH…

What to learn from Buffett’s Early Investments? – Brett Gardner By Tilman Versch·May 20, 2025· Key facts Brett Gardner wrote Buffett’s Early Investments, 10 case…

Jacob McDonough gives insights into his very interesting book: Capital Allocation: The Financials of a New England Textile Mill.

Gisela Baur and Tobias Kramer (echtgeld.tv) tour the Nebraska Furniture Mart in Omaha with store director Scott Baker, a Berkshire Hathaway business.

“Once a month: my best lessons for long-term investors.”
Tilman Versch, founder of Good Investing · read by 4,500+ investors · leave with one click
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