Investing

DeepSeek Breaks the AI Paradigm
I’ve received emails from readers asking my thoughts on DeepSeek. I need to start with two warnings. First, the usual one: I’m a generalist value investor, not a technology specialist, so my knowledge of AI models is superficial. Second, and more unusually, we don’t have all the facts yet.
Videos

Breakfast in Omaha Meeting 2024 – Session Three
This year I hosted my readers for breakfast in Omaha. This is session two of the this year’s meeting.

Breakfast in Omaha Meeting 2024 – Session Two
This year I hosted my readers for breakfast in Omaha. This is session two of the this year’s meeting.

Breakfast in Omaha Meeting 2024 – Session One
In 2022, I started a new tradition, and so this year too I hosted my readers for breakfast in Omaha.
Popular Articles

The Stock Market, The Economy, Possible Outcomes, How to Invest
This is part one of the winter seasonal letter I wrote to IMA clients, sharing my thoughts about the economy and the market. I tried something I’ve never done before. Instead of conveying my message through storytelling, I tried to compress my thoughts into short sentences…
Life & Philosophy

The Super Bowl Is a Tradition
The beauty and embarrassment of writing is that your past essays can be easily unearthed and brought to the present. …

A Balanced Life: My Approach
How do you balance your life between being an investor, running a firm, writing and other important aspects of your life such as your family?
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Latest Articles

The Super Bowl Is a Tradition
The beauty and embarrassment of writing is that your past essays can be easily unearthed and brought to the present. …

DeepSeek Breaks the AI Paradigm
I’ve received emails from readers asking my thoughts on DeepSeek. I need to start with two warnings. First, the usual one: I’m a generalist value investor, not a technology specialist, so my knowledge of AI models is superficial. Second, and more unusually, we don’t have all the facts yet.