Hurricane Capital

Business Analysis & Investing

[Hurricane Capital @HurriCap]

Competitive Advantage Framework | Updated Version #competitiveadvantage #ROIC #moat #investing #valueinvesting

[Hurricane Capital @HurriCap]

@Richard_Brase 🎯

[Hurricane Capital @HurriCap]

@Richard_Brase Min take också efter jag läste den.

[Hurricane Capital @HurriCap]

@SvenNordenstam @dagensnyheter 👑

[Hurricane Capital @HurriCap]

@Richard_Brase Kung. 👑 Glad midsommar!

[Kevin Gee @kevg1412]

If you've ever wanted to easily search my @mjmauboussin index, @CogniCarbon built a custom GPT on all 170+ of his research papers over 30 years across CS First Boston, Legg Mason, Credit Suisse, Blue Mountain, and Counterpoint.

Check it out here:
https://t.co/igLQDa8kKB

[Christopher Bloomstran @ChrisBloomstran]

Happy sharing the Semper annual letter. I dread the start, but once immersed love the process and always learn something. Makes the labor of love worthwhile, as does your appreciation and kindness. The ongoing analysis of Berkshire is included. Thank you! https://t.co/hT4d5pHw54

[Hurricane Capital @HurriCap]

Berkshire Hathaway’s 2024 Annual Report h/t ⁦@rationalwalk⁩ https://t.co/ks3oUiAKoa

[Hurricane Capital @HurriCap]

@Snaljapen Testar.

[Michael Mauboussin @mjmauboussin]

We have a new report out, "Probabilities and Payoffs: The Practicalities and Psychology of Expected Value." We discuss some of the issues with the calculation of expected value, what the payoff picture means for investing, the implications of volatility drag, the psychology of dealing with probabilities and payoffs, and how these ideas can be helpful for investing in various asset classes.

[Hurricane Capital @HurriCap]

https://t.co/Q8bLXv4hMC

[Hurricane Capital @HurriCap]

75th Anniversary Edition of The Intelligent Investor https://t.co/tXMv6QZua2

[Hurricane Capital @HurriCap]

Greg Abel credits Alberta roots ahead of Global Business Forum honour | Calgary Herald $brka $brkb https://t.co/GOqQcvP5wE

[Oaktree @Oaktree]

We’re excited to announce the upcoming release of a new video course, “How to Think About Risk with Howard Marks.” The series will be available on Oaktree’s website and YouTube channel on September 12.

Preview the introduction here:

[Quartr @Quartr_App]

In celebration of Warren Buffett's 94th birthday we've compiled our best content on him and Berkshire Hathaway 🧵

1. $BRK's book value per share since 1955:

[Hurricane Capital @HurriCap]

Charlie Munger Talk at Ross University 2017 - Full Transcript $BRKA $BRKB https://t.co/3nr9Vh4g1f

[tae kim @firstadopter]

Nvidia is the best-performing stock of all time for stocks with 20 years of return data https://t.co/kFvW3c3yRU

[Hurricane Capital @HurriCap]

The most powerful company in tech is a niche Dutch business you've never heard of

”If you want to make the most powerful chips, you have to go through ASML.” https://t.co/4FfRDZnmWN

[Hurricane Capital @HurriCap]

https://t.co/In8ycm1dj3 h/t @GnDsville

[Hurricane Capital @HurriCap]

”In 2022, Google paid Apple about $20bn (about 17.5% of Apple’s operating income, and a 36% revenue share) and other companies $10bn to make it the default, which was close to 20% of Google’s search advertising revenue.” https://t.co/gjr21RMjnc

[Hurricane Capital @HurriCap]

https://t.co/NZtJcdWUFF