In Case You Missed It: BrightView Holdings (BV)
Read The Footnotes! (WSJ)
A good article discussing supply chain finance. These financing arrangements are there to see for anyone actually reading the financial statements.
JPM Q1 Guide to the Markets
Arkenstone Banking School
Arkenstone Research has been putting out some great content on how to analyze banks. If you’re interested in banks or want to better understand how to analyze them, start here and follow Arkenstone.
Robot Phlebotomists
The world will look unrecognizable in 25 years. It’s an exciting time to be alive!
This week in Berkshire History
Another lull in BRK’s history. There were no major events from January 9th to the 28th.
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
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Thanks for the shoutout! Glad the banking content is resonating.
The lull in BRK history is actaully pretty interesting timing-wise. These quiet periods often get overlooked, but they're just as revealing as the action-packed ones - like when you can see operational focus without big M&A noise. I've been tracking similar patterns in other Buffett holdings, and its kinda fascinating how the quite times often precede some of the best long-term decisions. Really digging this historical breakdown aproach you're taking here.