2Q23 Investor Letter

“Bill Miller mentioned his chat with Warren Buffett at Sun’s Valley Conference just weeks ago, and Buffett says he expects the earnings of Berkshire-owned companies to go down next year. If you recall in 2021 Berkshire’s annual meeting, Mr. Buffett also sounded the alarm of inflation witnessed by Berkshire-owned companies. The sky isn’t cleared for high-flying.”

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3Q23 Investor Letter

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1Q23 Investor Letter