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Berkshire 1997 Shareholder Letter - Cliff's Notes Version

This is the twenty-first in a series of blog posts that will analyze / summarize Warren Buffett's shareholder letters from 1977-2015. For...

Berkshire 1996 Shareholder Letter - Cliff's Notes Version

This is the twentieth in a series of blog posts that will analyze / summarize Warren Buffett's shareholder letters from 1977-2015. For...

Berkshire 1995 Shareholder Letter - Cliff's Notes Version

This is the nineteenth in a series of blog posts that will analyze / summarize Warren Buffett's shareholder letters from 1977-2015. For...

The Perils of Short Selling: Citron Research Edition

MOBILEYE BUYOUT BY INTEL: CITRON REFUTED(?) Today Mobileye (ticker: MBLY) announced that it was being acquired by Intel in an all-cash...

Berkshire 1994 Shareholder Letter - Cliff's Notes Version

This is the eighteenth in a series of blog posts that will analyze / summarize Warren Buffett's shareholder letters from 1977-2015. For...

Berkshire 1993 Shareholder Letter - Cliff's Notes Version - Part 2

This is the second part of the seventeenth in a series of blog posts that will analyze / summarize Warren Buffett's shareholder letters...

Berkshire 1993 Shareholder Letter - Cliff's Notes Version - Part 1

This is the seventeenth in a series of blog posts that will analyze / summarize Warren Buffett's shareholder letters from 1977-2015. For...

Berkshire 1992 Shareholder Letter - Cliff's Notes Version

This is the sixteenth in a series of blog posts that will analyze / summarize Warren Buffett's shareholder letters from 1977-2015. For...

Berkshire 1991 Shareholder Letter - Cliff's Notes Version

This is the fifteenth in a series of blog posts that will analyze / summarize Warren Buffett's shareholder letters from 1977-2015. For...

Theranos and the Power of Psychological Denial

The rise and fall of Elizabeth Holmes and Theranos could easily fill a 500-page book. At one point, supposedly sophisticated investors...

Berkshire 1990 Shareholder Letter - Cliff's Notes Version

This is the fourteenth in a series of blog posts that will analyze / summarize Warren Buffett's shareholder letters from 1977-2015. For...

Berkshire 1989 Shareholder Letter, Part 2 - Cliff's Notes Version

This is second part of the thirteenth post in a series of blog posts that will analyze / summarize Warren Buffett's shareholder letters...

Seven Corners Reiterates Buy Rating on the Genworth Financial (GNW) / China Oceanwide Merger Arbitra

Today Seven Corners Capital Management reiterated its "BUY" rating on the Genworth Financial (GNW) / China Oceanwide Merger Arbitrage....

Berkshire 1989 Shareholder Letter, Part 1 - Cliff's Notes Version

This is the thirteenth in a series of blog posts that will analyze / summarize Warren Buffett's shareholder letters from 1977-2015. For...

Joseph P. Kennedy's $45 Million Windfall 1922 Pond Creek Coal Trade

Joseph P. Kennedy (or JPK), patriarch of the Kennedy Political Dynasty, has a well-known biography. Starting out as a Wall Street...

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SCC Portfolio Update (YTD thru Q3 2024)

SCC PORTFOLIO UPDATE (YTD THRU Q2 2024)

SCC PORTFOLIO UPDATE (YTD THRU Q1 2024)

Precision Optics (POCI) Post-Mortem Case Study

SCC Portfolio Update (Full Year 2023)

SCC Portfolio Update (YTD Thru 9-30-2023)

SCC Portfolio Update (YTD Thru 6-30-2023)

SCC Portfolio Update (YTD Thru 3-31-2023)

SCC Portfolio Update (YTD Thru 12-31-2022)

SCC Portfolio Update (YTD Thru 9-30-2022)

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