Watchlist Weekly: The Best of the Week Ending August 30, 2025
Links and thoughts for the week. Plus: Happy 95th Birthday, Warren!
Happy 95th Birthday, Warren!
To celebrate Warren’s birthday on August 30, I’m offering a limited-time discounted rate on annual plans.
In Case You Missed It: How to Calculate Invested Capital
BNSF and CSX Announce Joint Venture
CNBC’s Becky Quick spoke to Buffett, who said that he and Greg Abel met with CSX CEO in Omaha. The deal would bring a lot of the same advantages of an acquisition without Berkshire paying a huge premium. Smart!
Berkshire Increases Stake In Mitsubishi to 10.2% (WSJ)
How An NBA 6th Man Built A $600m Empire
h/t
for this. From the article:One of the main principles they emphasized: Whatever business you're involved in, learn it from the ground up. Another: Make sure the right people are in the right positions -- people you can trust. Bridgeman viewed those lessons through the lens of basketball. To have success in the game, he knew, you had to study it, you needed the right set of teammates. You needed chemistry. You needed a good culture.
Meta-Investing: Keeping Our Minds and Bodies In Peak Shape
Yuval Noah Harari on safeguarding our minds in the age of AI.
Tracking BRK Subsidiaries
This account is worth following on X to stay up to date on news happening beneath the surface.
This week in Berkshire History
August 24, 2012: Berkshire's McLane subsidiary acquires Meadowbrook Meat Company, Inc.
August 24, 2017: Berkshire exercised its Bank of America warrants and acquired 700 million shares of the bank.
August 30, 1930: Warren Edward Buffett born.
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
@Adam Mead do you know if the increase in the Japanese holdings were the result of active purchases by Berkshire, or were they the result of share repurchases?