I loved this book so much,
I got it as a gift for all my friends
This essay is not quite the same as the book, because it’s turned into something more.
It started as a review. I read the book twice, then I listened to it twice on Audible. But I still didn’t feel that I had internalized it enough – I needed to write about it. But what started out as a review grew into something more: it’s now a personal manifesto.
Have a read by filling out the form below. You’ll get an email with the PDF, which you can share with friends and family:
This Is Your Captain Speaking – Buckle Up
I have been feeling very uneasy about the market and the economy. Over the last two decades our economy has been acclimated to insanely low interest rates, and reacclimation to higher and rising rates is going to be difficult.
Fiddler on the Roof and Value Investing
My subconscious melded Fiddler on the Roof with the lecture from a few days earlier, and I ended up writing a chapter about the Jewish farmer Tevye buying a cow, Golde (which he named after his first wife).
What to Do When a Stock Drops 25%
Stock XYZ has declined 25%. What do you think? Is your thesis broken? What you observe in stock price volatility is mostly noise. A good chunk of buyers and sellers don’t know much about what they are trading other than the ticker.
Greg Abel Takes Over Berkshire Hathaway: My Thoughts After Omaha 2026
Last year I came out of the BRK annual meeting thinking that Greg Abel was not the right person to run Berkshire Hathaway. Abel lacked Buffett’s charisma, warmth, and humor. Greg Abel was not Buffett, and he definitely was not Munger. I was wrong.
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