The Brooklyn Investor

Long time no see!
Thanks for all the comments, even though I realized I haven't posted a single thing in just over 2 years. I still get emails from old readers and new readers alike. There are people who discovered this blog after my last blog post back in 2021, and they...

So, like many of you, I watched the BRK annual meeting (replay) as usual. It was nice to have Ajit and Greg join Buffett and Munger on the stage. Buffett and Munger both looked great, and it was good to see that duo in action again.
There were a few interesting things this time. This is by no means a summary of the meeting or anything close to it; I will just talk about things that stood out to me or things that I thought about. I know I've said that before and then sort of ran...

What a year it's been. Crazy. And what a crazy year it already is so far. I haven't been posting much because there hasn't really been much to say. Like everyone else, I am doom-scrolling and wondering when this nightmare will end.
I have no particular view on how Covid will play out, so have no opinion whatsoever on travel and other hugely-impacted sectors. My guess is as good as anyone else's, so I have done literally nothing in my portfolio since this all started. In fact, I...

Not quite a whale, and pretty small investment, but interesting nonetheless. As usual, people are trying to read all sorts of things into this investment, from bullishness on Japan, bearishness on the U.S., the U.S. dollar, inflation hedge / exposure...