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Investment ideas from two more letters!
Essential readings
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5 steps to avoid stupid mistakes before buying in the markets (
)The Berkshire Beat: June 6, 2025 (
)Book Review: John Neff on Investing (
)Is America Nearing Its Liz Truss Moment? A Macro Perspective (
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The Lollapalooza Effect: Why Multiple Factors Create Investment Opportunities Others Miss (
)Investment Evolution or Flexible Tactics? (
)Exploring The True Cost of Equity ~ Invaluable Lessons From History (
)Why Stocks Are Your Wealth‐Building Engine (
)Mad Money with Jim Cramer: A User’s Manual (
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5 Things (Investing Related) I've Changed My Mind On (
)Beyond Buffett: A New Era for Berkshire Hathaway (
)A Moody's Ratings Downgrade for the US: What now? (
)Becoming Berkshire: 1973 Part 3- The Washington Post (
)I bought these companies some time ago, but were they good buys? (
)Interview with
of The Astute Investor’s CalculusJohn Law and the Mississippi Bubble (
)Great Investors Think in Probabilities (
)How to Build a Business Warren Buffett Would Buy: The R. C. Willey Story (
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Moats, Money, and Management's Mettle (
)Investment Basics: Cash flow, ROI, Debt & Depreciation (
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Recommended Book
The Outsiders
What makes a successful CEO? Most people call to mind a familiar definition: “a seasoned manager with deep industry expertise.” Others might point to the qualities of today’s so-called celebrity CEOs charisma, virtuoso communication skills, and a confident management style. But what really matters when you run an organization? What is the hallmark of exceptional CEO performance? Quite simply, it is the returns for the shareholders of that company over the long term.
Companies
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Kingsway (
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Xpel (
)Coinbase (
)JCDecaux (
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10 Best Microcaps on the AIM (
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Uber (
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Fabbrica Italiana Lapis ed Affini (
)MSCI (
)Costco (
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Elders (
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Moury (
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Great book recommendation! I look forward to learning more about Tom Murphy when he comes up on the Buffett timeline.