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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
The manager treats Berkshire Hathaway as the ultimate yardstick for capital allocation, utilizing it as the fund's baseline opportunity cost. Berkshire's strong insurance...
— Graham F. Rhodes
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Other investors who've written on Berkshire Hathaway Inc.
Investing in Berkshire Hathaway represents an investment in human judgment and leadership rather than a passive index. This personal alignment...
The manager argues that Berkshire Hathaway is fundamentally undervalued despite underperforming the broader market. Key drivers of...
Berkshire Hathaway turned in a 25% share return driven by surging power demand expectations for its energy utility segment and higher interest yields on its insurance float. Reinsurance underwriting profits...