Issue 36: Berkshire Hathaway Deep Dive

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Note: I’m continuing my Substack-first distribution strategy this month, just with a slight twist for Berkshire. At 40+ pages and with so many tables/charts it just needs to be in PDF format.

I’m not putting a paywall on this post which means all subscribers have the benefit of reading the whole analysis. Subscribers will continue to have access to my live Google Sheet detailing Berkshire’s valuation every quarter and will receive invites to private virtual meetups.

BRK 2024 Deep Dive

Stay rational! —Adam

P.S. I’ll be in Omaha for the BRK annual meeting beginning on Thursday, May 2. Come see me speak on the Gabelli panel on Friday and then at Guy Spier’s VALUEx BRK. Buffett made Poor Charlie’s Almanack the exclusive book available for sale at the annual meeting, so mine won’t be for sale like in prior years. But you can still pick up a copy of my book at their store downtown. I’m going to try to be there on Friday afternoon to sign some copies.

Subscriber Meetup: Friday, May 10, 2024 @ 11AM EST

Join me and fellow Watchlist subscribers for a post-Berkshire private Google Meetup to discuss this issue and other value investing companies/topics.

No need to RSVP, just show up. By joining you agree to be recorded for the benefit of those who couldn’t attend, not for marketing purposes.

Google Meetup Link

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