Business

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Business

Being A Contrarian!

We have often wondered who is a contrarian and how does being a contrarian pay off. Well, it not always does, but when it does, the pay offs are high. Q2 hedge fund letters, conference, scoops etc Let us understand […]

Berkshire Hathaway’s Blowout Earnings
Business

Berkshire Hathaway’s Blowout Earnings

From Whitnety Tilson’s latest email to colleagues entitled Berkshire Hathaway Q2 2018 blowout earnings Berkshire reported blowout earnings this morning (see earnings report here: www.berkshirehathaway.com/news/aug0418.pdf and 10Q here: www.berkshirehathaway.com/qtrly/2ndqtr18.pdf). Here’s Glenn’s take (as always, our slide presentationBRK): Berkshire Hathaway Q2 […]