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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.
Miles mentioned that he had been a long-term shareholder of Berkshire Hathaway and had never sold his shares. Over roughly twenty-five...
— Shinya Deguchi
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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...
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...
More institutional theses from Star Magnolia Capital