Cosechando CashFlows

24 años, buen tío, me encantan las empresas, leo todo el contenido disponible sobre Warren Buffet, Charlie Munger, Li Lu y otros pensadores legendarios.

[Cosechando CashFlows @CosechandoCF]

Hace poco más de 2 años empecé con 300€ en un ETF de small caps globales.

Hoy, con constancia y aportaciones, ya supero los 37.500€ 💰

Es una de mis inversiones clave a largo plazo.
Y sí, es la que recomiendo a familiares y amigos.

Dentro hilo 🧵

[Cosechando CashFlows @CosechandoCF]

Mejor piso en Barcelona

https://t.co/gTyp4KbxTH

[Cosechando CashFlows @CosechandoCF]

@VictorH12581 When a video about it?

[Cosechando CashFlows @CosechandoCF]

@VictorH12581 is futu a buy today??

[Five Points Capital @fivepointscap]

In 2010, Buffett was subpoenaed to testify on the role Berkshire may have had in causing the 2008 Financial Crisis.

Buffett is questioned for a couple minutes, and answers the questions directly. The committee member looks satisfied and ends his questioning. But Buffett decides he has more to say. He offers some advice to the commission and a history lesson which opens him up to MORE questioning.

This is such a great example of Buffett’s honesty and character. He has literally nothing to gain and potentially a lot to lose by opening himself up to more questioning but he knows he didn’t do anything wrong.

Compare this to a Big Tech CEO recently. The tactics, the legal speak, the dodging, the non-answers. None of that.

This is my all-time favorite clip of Warren Buffett

https://t.co/3eFamNanSU

[RedWave Press @RedWavePress]

NAILED IT: Jeff Bezos: “A nurse in Queens who makes $75K a year pays more than $12K a year in taxes. Does that really make sense?”

“So people talk about making the tax system more progressive. How about we start by having the nurse in Queens NOT pay taxes? At all!”

“Why is a nurse in Queens who makes $75K a year paying more than $1K a month in taxes?”

“That’s $1K a month that could help with rent or groceries or anything.”

“And by the way, do you know what that all adds up to? The bottom half of income earners in this country pay only 3% of the taxes. It’s only 3%.”

“We can find 3%. So we don’t have... it’s a small amount of money for the government. You know that. And the more I thought about it, to me, it’s kind of absurd that we’re doing this.”

“We shouldn’t be asking this nurse in Queens to send money to Washington — they should be sending her an apology. It really makes no sense.”

Exactly!

[Cosechando CashFlows @CosechandoCF]

@jvluijmans Alguien me explica lo delta?

[Cosechando CashFlows @CosechandoCF]

@InvertirEnDivis Yo no entiendo por que la han comprado. Puedes explicarmelo?

[Rose Celine Investments 🌹 @realroseceline]

My thoughts on $BRK

People overcomplicate $BRK because they try to value every piece perfectly down to the decimal. They debate price to book, intrinsic value formulas, and build giant spreadsheets modeling every subsidiary. Meanwhile I look at it much more simply. $BRK has roughly $400b in cash and around $300b in stocks.

That’s about $700b right there between cash and equities alone. So when the company is worth around $1t, you’re basically paying roughly $300b for everything else. That includes the railroad, the energy business, insurance operations, manufacturing, distribution, service businesses, and one of the greatest collections of operating assets ever assembled.

And honestly I think people massively underestimate the value of the insurance float. The float is one of the greatest financial assets ever created because $BRK gets access to enormous amounts of capital at extremely attractive economics. Most people do not fully understand how powerful that becomes over decades. That float has quietly fueled one of the greatest compounding machines in financial history.

But the part that fascinates me most is the discipline. Almost every CEO on earth would have cracked by now sitting on $400b of cash. Most management teams would feel pressure to force acquisitions just to appear active. $BRK has basically said if we cannot find something intelligent to buy at scale, we are willing to wait.

People look at the cash and think it’s dead money, but optionality matters. $BRK effectively owns a giant call option on future chaos. When markets panic and liquidity disappears, $BRK becomes one of the only entities on earth capable of writing enormous checks instantly without relying on financing markets. That is a huge strategic advantage.

The other thing people miss is how rare true permanence is in capitalism. Most corporations optimize for optics. CEOs rotate, incentives change, cultures decay, and strategies constantly shift depending on sentiment. $BRK was built differently.

It was designed almost like an anti Wall Street structure where long term thinking itself became the competitive advantage. In many ways that culture may end up being Buffett’s greatest creation, even bigger than the stock portfolio itself. A lot of companies talk about long term thinking. $BRK actually structured the organization around it.

I also think people misunderstand what $BRK really is. They think it’s just “an insurance company that owns stocks.” But $BRK is basically a giant ecosystem of real world economic activity. Railroads, energy infrastructure, manufacturing, freight movement, insurance, distribution, consumer spending, and financial assets all under one umbrella.

In many ways it’s almost like owning a miniature version of the American economy. But unlike an index fund, the capital allocation is centralized under highly disciplined operators. You get diversification without complete chaos along with durability, liquidity, tax efficiency, reinvestment flexibility, and world class balance sheet.

And honestly the most underrated asset may simply be trust. If $BRK calls during a crisis, people pick up the phone. If $BRK wants to buy a family owned business, sellers trust the company will preserve the culture and operate responsibly.

I also think people are underestimating Greg Abel. Nobody is Warren Buffett and nobody ever will be, but that doesn’t mean $BRK suddenly stops being $BRK. Greg already understands the culture, operational discipline, and capital allocation philosophy better than almost anyone alive.

That’s why $BRK almost a forever asset or a savings account on steroids. No, it’s not going to triple overnight and no, it’s not some hyper growth AI stock. But when I look at over $700b between cash and equities, elite operating businesses, insurance float, fortress balance sheet strength, world class reputation, and disciplined reinvestment talent, I have a hard time viewing it as expensive.

🌹

[Cosechando CashFlows @CosechandoCF]

@F_Compounders I haven't attended, but I definitely will from now on.

[Cosechando CashFlows @CosechandoCF]

@StacksMarketApp @StacksEndowment What you should do is leave @Stacks @muneeb @StacksEndowment and move to Base or Solana.

Stacks has a track record of not backing the right builders even when there’s real traction. You can keep building… just not in an ecosystem that ignores you.

[Cosechando CashFlows @CosechandoCF]

@Stacks We’d love to hear more about prediction markets on Stacks and the vision behind https://t.co/lIhMSCPk9O. It feels like one of the strongest consumer products built on Stacks so far 🫡how are you planning to scale it and drive broader adoption? @StacksMarketApp

[Cosechando CashFlows @CosechandoCF]

@SeekingTheValue Que esta pasando?

[Cosechando CashFlows @CosechandoCF]

@StacksMarketApp HUGE!

[Cosechando CashFlows @CosechandoCF]

@ASESOREFA Maestro de epoca 🎩

[Cosechando CashFlows @CosechandoCF]

Amplio $BABA, cuando tienes convicción en una empresa, las rebajas son lo mejor que te puede pasar. Amplie muy fuerte en $OXY por debajo de los 40$, y con el dolar muy depreciado, y hoy ya esta pagando. Si inviertes a largo plazo, siempre surgen oportunidades.

[Cosechando CashFlows @CosechandoCF]

Acabo de abrir posición en $BABA. Empresón, buena valoración, balance solido y tendencia de cohete.

[Cosechando CashFlows @CosechandoCF]

@Goated_Gambler @StacksEndowment @Stacks Support this proyect!

[Cosechando CashFlows @CosechandoCF]

Just won 363 $STX on https://t.co/lIhMSCPRZm! 🚀 @StacksMarketApp

The user experience was absolutely smooth and seamless and the rewards are already in my wallet.

this is how @Stacks should feel. Let’s go! 🔥

[Cosechando CashFlows @CosechandoCF]

@pobremillenial Totalmente de acuerdo

[Cosechando CashFlows @CosechandoCF]

I won my first trade on @StacksMarketApp 😎❤️👏 $STX #Stacks

[Cosechando CashFlows @CosechandoCF]

@eadatt What are your thoughts on Nova Minerals? $NVA