BRK Annual Meeting 2020

Never bet against America.Warren Buffett Berkshire Hathaway’s annual shareholder’s meeting yesterday was surreal. The dreary atmosphere was palpable, with the absence of the more than 40 thousand enthusiastic folks that usually attend - most notably Charlie Munger whose wit and wisdom were sorely missed. No events, no displays, no mascots, no crowds or cameras eagerly … Continue reading BRK Annual Meeting 2020

Uncertainty and Luck

The fundamental law of investing is the uncertainty of the future.Peter Bernstein Although clearly not a scientific law, the above is one of my favorite quotes about investing because the emphasis is rightfully on the unknowable future. There are no calculable answers, there are equally justifiable bull and bear arguments, as well as plenty of intelligent … Continue reading Uncertainty and Luck

Hello (investing) World*

Welcome to my Reflections on Investing.  “Why are great investors so highly lauded? What makes them great? Can anyone become great?” Simple questions sparked my interest; complex answers solidified my passion.  I am completely fascinated by the intellectual and emotional challenge of investing. The discipline offers an unparalleled opportunity to learn about businesses, society, markets, … Continue reading Hello (investing) World*