The Long Investor
$PET

Art Exhibition: August '23 v Today.
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The Long Investor
USOIL testing the breakout level now.

Maybe too obvious?

USOIL is looking interesting here for the rest of 2024. - The Long Investor
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The Long Investor
YTD performance:

What sticks out the most to you?

Interesting to see $BRK-B up 16.98% while its largest holding $AAPL is down -5.20%
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Hidden Value Gems
RT @HiddenValueGems: Semper Augustus annual letter is out. 149 pages of financial history, stories about Charlie Munger, analysis of Berkshire Hathaway, current market conditions and expected returns.

All you can wish for to make it a fun weekend!

Enjoy 😉 $BRK
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Hidden Value Gems
I have recently noticed Ferrari fashion ads on the FT app. So they have decided to expand their TAM, grow the fun base…?

Unlikely to make an impact on their bottom line any time soon, but still quite an interesting move $RACE #Exor
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Hidden Value Gems
In his latest letter, Buffett has explained the value $OXY creates for the US economy and why he owns a 27.8% stake.

I am sure he has looked at $EQNR, but surprised he has not taken a stake (or maybe it is not disclosed yet)?

In this month's Capital Markets Day mgmt promised $14bn cash distributions in 2024 (19% yield) via dividends and buyback....crazy!
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Hidden Value Gems
Even if you do not own $BRK, I highly recommend reading this 16-page masterpiece. Buffett also discusses his investments in $OXY and five Japanese conglomerates.

And the Meeting is in Omaha on 4 May! berkshirehathaway.com/letter…

16/16
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Hidden Value Gems
1⃣6⃣Financial results: “Berkshire also reports to you what we call “operating earnings.” Here is the story they tell: $27.6 billion for 2021; $30.9 billion for 2022 and $37.4 billion for 2023.”

15/16
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Hidden Value Gems
1⃣5⃣On the Insurance business: “You can feel good about the fact that you own a piece of an incredible P/C operation that now operates worldwide with unmatched financial resources, reputation and talent. It carried the day in 2023.”
14/16
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