Watchlist Weekly: The Best of the Week Ending September 27, 2025
Links and thoughts for the week.
In Case You Missed It: Triumph Financial Update
The Best Selling (Non Smart) Watch In History
Constellation Software AI Conference Call
h/t to my friend Carter for this one
Pair with this post by
This week in Berkshire History
September 26, 2011: Berkshire's board of directors authorizes repurchases of shares at no higher than a 10% premium to book value and so long as cash did not fall below $20 billion. Berkshire would go on to revise this to 1.20x book and then to when Warren Buffett determined it was undervalued.
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
