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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.
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...
— Patrick Brennan
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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...
Investing in Berkshire Hathaway represents an investment in human judgment and leadership rather than a passive index. This personal alignment...
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 Brennan Asset Management, LLC
We have owned Markel for 14+ years, and the thesis is not complicated. There are few...
We move from a name perceived by value investors as something close to Superman to one that many value investors would view as closer to Lex Luthor. We described our...
As for Meta Platforms Inc.’s (META) new "Muse" product, which might help negotiate lower cable prices, it is unclear how large its impact will be. Skepticism seems warranted....