Berkshire Hathaway reported third quarter results this morning and I wrote a Twitter thread with some initial thoughts. Here is a PDF file containing the thread:
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.
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 ...
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.
Thanks, interesting and clear read. Much appreciated and love to see more of these for Berkshire!
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
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.
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 ...
An interesting thread from Adam Mead:
https://twitter.com/BRK_Student/status/1588875789340397569
This is a new thread I wrote today showing some charts related to GEICO:
https://twitter.com/rationalwalk/status/1589320800649506816
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.
Chris Bloomstran wrote an outstanding thread on Q3 results:
https://twitter.com/ChrisBloomstran/status/1589074558744948736