10 Comments
Nov 11, 2022Liked by The Rational Walk

Thanks, interesting and clear read. Much appreciated and love to see more of these for Berkshire!

Expand full comment
author

Check out this article I posted with more details on Q3 and an explanation of operating income vs net income at Berkshire: https://rationalreflections.substack.com/p/a-closer-look-at-berkshires-operating

Expand full comment

Thanks for the PDF link so that I could read your always-useful insights without having to give the burning hellscape of Elon's making even a single page view. F*ck Twitter.

Expand full comment
author

I am working on an article covering Q3 results, with a focus on operating income and some additional details on GEICO. I hope to have this article sent out to readers tomorrow afternoon. Hopefully the Twitter thread has been useful. More to come ...

Expand full comment
author

An interesting thread from Adam Mead:

https://twitter.com/BRK_Student/status/1588875789340397569

Expand full comment
author

This is a new thread I wrote today showing some charts related to GEICO:

https://twitter.com/rationalwalk/status/1589320800649506816

Expand full comment
Nov 6, 2022Liked by The Rational Walk

Great write-up as usual. Alleghany in Q4 and putting more capital to work in Q1 2023 with additional Pilot stake. Would like to see more repurchases at these levels.

Expand full comment
author

Chris Bloomstran wrote an outstanding thread on Q3 results:

https://twitter.com/ChrisBloomstran/status/1589074558744948736

Expand full comment