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Essential readings
A “Fairly Highly Valued” Market” (
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A closer look at Berkshire Hathaway’s $9.7 billion acquisition of OxyChem (
)Is the U.S. Stock Market in a Bubble? (
)The Hardest Part of Investing (and How AI Solves It) (
)The Tariff Exemption Behind the AI Boom (
)Lessons from Jeff Bezos and John Elkann on long-term thinking (
)Mr. Market at All-Time Highs (
)The U.S Housing Market - PT 2 & Part III (
)Is there a bubble in AI stocks? (
)Use the Chart, Don’t Obey It (
)Blame the homeowners for high stock valuations (
)Recession Probability, Sentiment & History (
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Agriculture’s Digital Revolution (
)Through the Lens of the CEO: Adobe (
)Why Integrity Is An Important Investment Filter (
)Bristlemoon September 2025 Quarterly Letter (
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Warren Buffett and Berkshire Hathaway news of the week (
)The Risks of the US For-Profit College Industry (
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Recommended Book
MORGAN HOUSEL’S NEW BOOK!
The Art of Spending Money
The Art of Spending Money doesn’t provide budgets, hacks, or one-size-fits-all solutions. It gives you understanding of how your relationship with money shapes your decisions—and how to reshape it so money works for you.
Stocks Ideas
Moody’s (
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Special situations ideas of the week (
)Samsara (
)A Small-Cap Engineering Compounder Hiding in Plain Sight (
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Mirion (
)Teva (
)Carvana (
)Elis (
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Kaspi (
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Super thanks for the inclusion! 🙏
Thank you for the mention! I loved writing about agriculture, hope you enjoyed it