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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.
Berkshire Hathaway is a portfolio of businesses that has some similarities to the Bretton portfolio: Berkshire owns a large western railroad (BNSF), a direct-to-consumer auto insurer (GEICO), and has a large position in American Express. There are also...
— Stephen Dodson and Raphael de Balmann
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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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