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Nuggets | Curated insights across markets, macros, AI, tech & geopolitics

Distilling high-signal intelligence into digestible insights.

Nuggets · Showing 3 of 3

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AIWarren BuffettCharlie Munger
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FinanceTechnologyReport, Blogs & InsightsPE/VC

https://www.morganstanley.com/content/dam/im/assets/publication/thought-leadership/consilient-observer/article_investinginsecondordereffects_ltr.pdf?1772466308088

And the debate about #AI & #employment continues... | Berkshire Hathaway Annual Shareholders Meeting May 2018

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UJ
Mar 2, 2026
Source
Berkshire HathwayWarren BuffettReturns
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InvestmentsCharlie MungerBlog / ArticleReportFinanceReport, Blogs & Insights

https://berkshirehathaway.com/2025ar/2025ar.pdf

Berkshire’s Performance: Compounded Annual Gain [1965-2025] - 19.7% | Overall Gain [1964-2025] - 6,099,294%

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UJ
Mar 2, 2026
Source
AppleBerkshire HathwayEquity
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FinanceJapanMarkets & InvestmentsReportReport, Blogs & InsightsWarren Buffett

Equity Investments | Berkshire Hathway 2025 Annual Report

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…

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UJ
Mar 2, 2026
Markets & Investments
Equity
PE/VC