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by elSidCampeador 840 days ago
Berkshire Hathaway. Not a "true" investment fund but not far off either.
1 comments

I would characterize them as a conglomerate operating in multiple lines of business that rely on a financial perspective and a sound investment thesis for much of their decision making. Unlike a mutual fund or most other investment firms they make very few investments or divestments over time.

The thesis I am fighting against is that all it takes to become a successful investor is a big pile of cash. There many many counterexamples.

Buffet and Munger at Berkshire Hathaway prove a different point: a sound investment thesis pursued diligently to enable compounding can yield very attractive returns.

Google could invest only in woke companies and make a small fortune — by starting off with a large one.