An initial briefing on a software provider for the public sector

December 2022

Charlie Munger's bet on enterprise software for court systems has been overshadowed by Daily Journal's investment portfolio. The software business…
3

November 2022

Voting control will determine whether the company retains its unique culture
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Berkshire Hathaway reported Q3 2022 results over the weekend. This article examines trends in the company's operating income.
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October 2022

The company's heir apparent has put to rest concerns regarding his long-term intentions and alignment of incentives with shareholders
3

September 2022

The stock has dropped 45% since quarterly earnings were released a month ago. Is the business model still intact or has Mr. Market overreacted?
3

August 2022

Accounting treatment for 20% positions has varied over the years, as we can see from the cases of BNSF, Moody's, DaVita, Kraft Heinz, and American…
A closer look at GEICO, Repurchases, and Greg Abel's BHE sale
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Accounting changes introduced in 2018 cause wild swings in net income
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Some interesting statistics and trends

July 2022

Berkshire's stake could soon surpass a key level with important implications. Could this be a prelude to Buffett making an offer to acquire the company?
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June 2022

Will the industry's boom turn into a bust in a housing downturn?
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