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Deep-DivesGlobalCurated insights across markets, macros, history, and intelligenceShowing 3 of 3
Distilling high-signal intelligence into digestible insights.
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**Major Positions** > A large portion of our portfolio is concentrated ina small number of American companies such as **Apple**, **American Express**, **Coca-Cola**, and **Moody’s** – businesses we understand well, have a high regard for their leaders, and expect willcompound over decades. --- **Japan Investments** > The same criteria apply to our investments in **Japan**, which we view as **comparable** to our…
*Christopher Bloomstran’s 2025 annual letter — with extensive analysis of Berkshire Hathaway.*
Major Positions
A large portion of our portfolio is concentrated ina small number of American companies such as Apple, American Express, Coca-Cola, and Moody’s – businesses we understand well, have a high regard for their leaders, and expect willcompound over decades.
--- Japan Investments > The same criteria apply to our investments in Japan, which we view as comparable to our…
Christopher Bloomstran’s 2025 annual letter — with extensive analysis of Berkshire Hathaway.
Berkshire Hathaway is now sitting on $382 Billion in Cash, enough to buy 480 companies in the S&P 500 - Barchart
