Watchlist Weekly: The Best of the Week Ending September 13, 2025
Links and thoughts for the week.
In Case You Missed It: New BRK Spreadsheet Tool
Charlie Munger’s Influence on Brooks Running CEO
Why Maple Syrup Bottles Have Tiny Handles
This is a great example of evolution in action outside of a living organism—except in this case it’s “genetic baggage” (hitchhiking allele for you biologists). Generations ago, larger bottles had usable handles. As they got smaller the manufacturers kept the handle. Now, even plastic bottles have the little handle. I wonder how many appendix-like holdovers there are like this — my guess is a lot if you start looking for them.
PacifiCorp at Risk
on Auto Tariffs
The Case of the Disappearing Buffett Premium
This week in Berkshire History
September 11, 2001: Berkshire acquires XTRA for $578 million in cash.
Incredibly, Berkshire closed the deal despite the 9/11 terrorist attacks.
From my book:
That’s it for this week. Hit reply and let me know what you think. What have you been reading that’s worth sharing? Let me know in the comments.
Stay Rational!
Adam
