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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.
If I decided to hang up my spurs and put all my money into a single security, it would actually be an easy choice: Berkshire Hathaway. It’s a diversified...
— Graham F. Rhodes
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Other investors who've written on Berkshire Hathaway Inc.
The stock that amazes us is Berkshire Hathaway - currently showing (small) negative beta to the S&P 500. This is surprising...
Long-time client accounts have owned Berkshire Hathaway (BRK) for years, but we have not owned the iconic company across all accounts. Berkshire's sheer size...
Investing in Berkshire Hathaway represents an investment in human judgment and leadership rather than a passive index. This personal alignment...
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