Watchlist Weekly: The Best of the Week Ending November 8, 2025
Howard Marks Memo; How to Get into the Blueberry Business; Wall Street Asininity
In Case You Missed It:
Last Week’s Post: BRK Q3 Update
Howard Marks Memo - A Look Under the Hood
How to Get Rich in the Blueberry Business
I enjoyed this. Proof that opportunity and wealth creation are everywhere, not just in moat-y businesses.
Single-Stock Leveraged ETFs (WSJ)
This seems the height of asininity and/or a bubble. Promoters take nearly 1% off the top to arrange leverage on sometimes a single stock. Ignorant investors don’t realize the massive frictional costs and negative compounding effects in this “investment” vehicles. What a shame.
This week in Berkshire History
Another quiet week in BRK history.
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
