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Kingswell - Newsletter The place to get rich slow with a mix of stock market history, value investing principles, and tips

https://kingswell.substack.com/p/elon-musk-warren-buffett-and-theComparing Berkshire Hathaway's steady-as-she-goes acqui...
11/10/2022

https://kingswell.substack.com/p/elon-musk-warren-buffett-and-the
Comparing Berkshire Hathaway's steady-as-she-goes acquisition of Alleghany to the Elon Musk x Twitter rollercoaster ride from hell.

Plus, a look at how trust/honesty allowed Warren Buffett to buy NFM & Illinois National Bank.

The market has spoken: Warren Buffett can be trusted. Elon Musk cannot. (But I still love ya, Elon!)

On Monday, we learned that Greg Abel purchased 168 shares of $BRK.A last week -- investing over $68 million into the com...
06/10/2022

On Monday, we learned that Greg Abel purchased 168 shares of $BRK.A last week -- investing over $68 million into the company that he will one day lead.

Great news for both Berkshire and Abel.

(And, being greedy, I hope he keeps buying.)

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Warren Buffett's successor never deserved the doubts over his loyalty or commitment to Berkshire Hathaway — but, once that narrative was out there, it needed to be dealt with. Mission accomplished.

“For a man who mostly shunned the spotlight, Gottesman had a knack for popping up at pivotal moments in the Buffett/Berk...
04/10/2022

“For a man who mostly shunned the spotlight, Gottesman had a knack for popping up at pivotal moments in the Buffett/Berkshire story. Each time, imparting a new lesson to help all of us become more intelligent investors — and better people.”

Investing (and life) lessons from the former Berkshire Hathaway director and longtime friend of Warren Buffett

Berkshire Hathaway might be down so far this year, but it’s soundly beating the S&P 500.And that’s just how Warren Buffe...
26/09/2022

Berkshire Hathaway might be down so far this year, but it’s soundly beating the S&P 500.

And that’s just how Warren Buffett likes it.

(If you haven't already subscribed to get my newsletter delivered via email, please do so at the link. It's free!)
https://kingswell.substack.com/p/berkshire-hathaway-on-pace-for-successful

Even if this ends up as a down year for Berkshire, beating the S&P 500 by over 10% would make it a winner in Warren Buffett's book

I wrote a little about Adobe’s $20 billion acquisition of Figma and why, even as a dyed-in-the-wool value investor, I do...
21/09/2022

I wrote a little about Adobe’s $20 billion acquisition of Figma and why, even as a dyed-in-the-wool value investor, I don’t hate it.
https://kingswell.substack.com/p/adobes-20-billion-bet-on-figma

When facing a material threat to your company’s moat and profit engine, pinching pennies is rarely a wise decision.

Move over, Warren Buffett — you’ve got some competition as Coke’s #1 fan.About 100 years ago, thanks to the foresight a...
19/09/2022

Move over, Warren Buffett — you’ve got some competition as Coke’s #1 fan.

About 100 years ago, thanks to the foresight and efforts of one man, a nondescript rural town in Florida became home to the Coca-Cola millionaires.
https://kingswell.substack.com/p/the-coca-cola-millionaires-or-how

"There aren't records of how many widows and orphans the Coke stock helped out, but that silly old investment made a huge difference."

No, Warren Buffett did not buy more Occidental Petroleum last week.Plus, all the latest on the Berkshire Hathaway Energy...
16/09/2022

No, Warren Buffett did not buy more Occidental Petroleum last week.

Plus, all the latest on the Berkshire Hathaway Energy + Precision Castparts solar-powered titanium melt coming to West Virginia.
https://kingswell.substack.com/p/no-berkshire-did-not-buy-more-oxy

Despite widespread media reports to the contrary, Berkshire Hathaway did not buy any additional shares of Occidental Petroleum last week — and has not added to its position in more than a month

If Peter Lynch represented the rise of a new generation, then Julian Robertson proved that it's never too late to reinve...
15/09/2022

If Peter Lynch represented the rise of a new generation, then Julian Robertson proved that it's never too late to reinvent yourself and achieve greatness.
https://kingswell.substack.com/p/a-tale-of-two-investors

If Peter Lynch represented the rise of a new generation, then Julian Robertson proved that it's never too late to reinvent yourself and achieve greatness

No one knows what Warren Buffett and Berkshire Hathaway have planned for Occidental Petroleum, but the slow-motion acqui...
07/09/2022

No one knows what Warren Buffett and Berkshire Hathaway have planned for Occidental Petroleum, but the slow-motion acquisition of BNSF 🚂 in 2007-09 might yield a few clues.
https://kingswell.substack.com/p/history-tells-us-that-warren-buffetts

Berkshire's slow-motion acquisition of BNSF 🚂 sheds some light on how Buffett might handle Occidental Petroleum

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