In Case You Missed It: Medifast Q3 Update
Maubousin Paper on Capital Allocation
Howard Marks: How to Think About Risk
Rory Sutherland - The Surprising Power of Ideas That Don’t Make Sense
I liked this so much I watched it twice.
This week in Berkshire History
Nothing this week.
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
I loved the Rory Sutherland presentation, especially Buc-ee's. That one gets a laugh around here. The first one was in Clute Texas south of Houston.
Great link to Rory Sutherland, I wasn't familiar with him. I've watched the Howard Marks video before, it was a good one and I always read his memos. Maubousin's update is on the to do list.
As an aside, I'm rereading your book The Complete Financial History of BRK. Taking a little more time now, just reading one year at a time. Enjoy the layout and perspective. Brings back good memories when I became a shareholder and started attending the annual meeting. With the current market volatility and all the drama around AI, the financial details of Berkshire provide a good reminder of a successful approach.