# ![@kejca Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::551045767.png) @kejca Kevin Carpenter

Kevin Carpenter posts on X about berkshire hathaway, $brkb, $brka, investment the most. They currently have [------] followers and [----] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::551045767/interactions)
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### Mentions: [--] [#](/creator/twitter::551045767/posts_active)
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### Followers: [------] [#](/creator/twitter::551045767/followers)
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### CreatorRank: [-------] [#](/creator/twitter::551045767/influencer_rank)
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### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [countries](/list/countries)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [automotive brands](/list/automotive-brands)  [travel destinations](/list/travel-destinations)  [celebrities](/list/celebrities)  [gaming](/list/gaming)  [nfl](/list/nfl) 

**Social topic influence**
[berkshire hathaway](/topic/berkshire-hathaway) #5, [$brkb](/topic/$brkb) #6, [$brka](/topic/$brka), [investment](/topic/investment), [occidental petroleum](/topic/occidental-petroleum), [$oxy](/topic/$oxy), [money](/topic/money), [charlie](/topic/charlie), [$bac](/topic/$bac), [stocks](/topic/stocks)

**Top accounts mentioned or mentioned by**
[@rationalwalk](/creator/undefined) [@dividendgrowth](/creator/undefined) [@beckyquick](/creator/undefined) [@neckarvalue](/creator/undefined) [@morganhousel](/creator/undefined) [@brkstudent](/creator/undefined) [@investmenttalkk](/creator/undefined) [@tomowenmorgan](/creator/undefined) [@yunli626](/creator/undefined) [@jeffbarclaycpa](/creator/undefined) [@toddwenning](/creator/undefined) [@johnhuber72](/creator/undefined) [@gruber](/creator/undefined) [@acquiredfm](/creator/undefined) [@ohcapideas](/creator/undefined) [@collision](/creator/undefined) [@gspier](/creator/undefined) [@theronmohamed](/creator/undefined) [@kingkang80](/creator/undefined) [@robkhenderson](/creator/undefined)

**Top assets mentioned**
[Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Occidental Petroleum Corporation (OXY)](/topic/occidental-petroleum) [Oxygen (OXY)](/topic/$oxy) [Basis Cash (BAC)](/topic/$bac) [Apple, Inc. (AAPL)](/topic/$aapl) [Paramount Global (PARA)](/topic/$para) [Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK)](/topic/$lsxmk) [Liberty Media Corporation Series A Liberty SiriusXM Common Stock (LSXMA)](/topic/$lsxma) [Coca-Cola Co (KO)](/topic/$ko) [Costco Wholesale Corporation (COST)](/topic/costco) [Sirius XM Holdings Inc (SIRI)](/topic/$siri) [American Express Company (AXP)](/topic/$axp) [Convex Finance (CVX)](/topic/$cvx) [Bank of America (BAC)](/topic/bank-of-america) [HP Inc (HPQ)](/topic/$hpq) [Costco Hot Dog (COST)](/topic/$cost) [Kraft Heinz Co (KHC)](/topic/$khc) [Microsoft Corp. (MSFT)](/topic/microsoft) [Activision Blizzard, Inc. (ATVI)](/topic/$atvi) [Markel, Corp. (MKL)](/topic/$mkl) [Cheeseball (CB)](/topic/$cb) [Tesla, Inc. (TSLA)](/topic/tesla) [Moody's Corporation (MCO)](/topic/$mco) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Citigroup Inc (C)](/topic/citigroup) [Mastercard, Inc. (MA)](/topic/$ma) [Metadium (META)](/topic/$meta)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Strong start to [----] for the largest holdings in Berkshire Hathaway's investment portfolio: $AAPL: +23.5% $BAC: +8.7% $CVX: -2.6% $AXP: +21.5% $KO: -4.9% $KHC: -3.4% $OXY: +0.3% $MCO: +17.3% $TSM: +27.8% $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1621899138269954050)  2023-02-04T15:51Z 11.6K followers, 10.4K engagements


"For the first time since late September Occidental Petroleum $OXY has dropped under $60. That puts it right back into Warren Buffett's wheelhouse once again. $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1628075327003013129)  2023-02-21T16:53Z 11.3K followers, 47.6K engagements


"New SEC filing: Berkshire Hathaway bought [---] million shares of Occidental Petroleum $OXY between Friday and today. Prices ranging from $59.84 to $61.90. $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1633264170895376384)  2023-03-08T00:31Z 11.4K followers, 40.7K engagements


"The [----] list of Berkshire Hathaway Annual Book Selections is now out. $BRK.A $BRK.B New in 2023: 📚 The Essays of Warren Buffett (8th Edition) 📚 Unscripted: The Epic Battle for a Media Empire and the Redstone Family Legacy $PARA Full list over at The Bookworm"  
[X Link](https://x.com/kejca/status/1649478126995382302)  2023-04-21T18:20Z 11.6K followers, 55K engagements


""Vicki this is Warren. We just bought 10% of your company." $BRK.A $BRK.B $OXY One of many great details in this @akaneotani story. Link: https://www.wsj.com/articles/warren-buffett-oil-stocks-berkshire-hathaway-charlie-munger-2c8b12b8 https://www.wsj.com/articles/warren-buffett-oil-stocks-berkshire-hathaway-charlie-munger-2c8b12b8"  
[X Link](https://x.com/kejca/status/1654161114987364364)  2023-05-04T16:28Z 11.3K followers, [---] engagements


"In Q1 [----] Occidental Petroleum repurchased $752 million worth of its own stock. $OXY Outstanding share count down to [-----] million (as of April 28). As such Berkshire Hathaway's stake in the O&G giant has increased to 23.7%. $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1656063626199941120)  2023-05-09T22:28Z 11.3K followers, 17.7K engagements


"On Saturday Warren Buffett was asked about Microsoft's proposed $68.7 billion acquisition of Activision Blizzard and Berkshire Hathaway's resultant merger arbitrage play. $BRK.A $BRK.B $ATVI CEO Bobby Kotick was also in Omaha and had some interesting things to say. $MSFT"  
[X Link](https://x.com/kejca/status/1656300026577006592)  2023-05-10T14:07Z 11.3K followers, 45.5K engagements


"Each Friday I publish a weekly summary of Berkshire Hathaway news. $BRK.A $BRK.B Lots on BYD $OXY Pilot $PARA $AXP and @stripepress. Read it (and subscribe) at link in my bio. Plus must-reads by @BRK_Student @InvestmentTalkk @IB_Redeye @_OliverSung and @AlanSoclof"  
[X Link](https://x.com/kejca/status/1657035104118513664)  2023-05-12T14:48Z 17.2K followers, [----] engagements


"In Berkshire Hathaway's recent 10-Q we learned that Warren Buffett and co. sold approximately $6 billion of Chevron stock during Q1 [----]. $BRK.A $BRK.B Stat of the day: Berkshire has now bought or sold shares of $CVX in [--] consecutive quarters. 👀"  
[X Link](https://x.com/kejca/status/1657450244232151041)  2023-05-13T18:18Z 11.4K followers, 23.7K engagements


"The EU officially approved Microsoft's $68.7 billion acquisition of Activision Blizzard. $MSFT $ATVI Good news for Berkshire Hathaway (and other arbitrageurs). At last count and today's 13F might change this Berkshire owns 6.7% of the video game maker. $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1658160162320920609)  2023-05-15T17:19Z [----] followers, [--] engagements


"As @JeffBarclayCPA points out several of these purchases (Apple BoA Citigroup Diageo HP and Markel) were already held by Gen Re's New England Asset Management and are just being included in Berkshire's 13F for the first time in Q1 [----]. Which confused Dataroma's chart. Berkshire Hathaway $BRK.A $BRK.B investing activity in Q1 [----] (h/t Dataroma): https://t.co/EUAaJUpWL0 Berkshire Hathaway $BRK.A $BRK.B investing activity in Q1 [----] (h/t Dataroma): https://t.co/EUAaJUpWL0"  
[X Link](https://x.com/kejca/status/1658238149045223425)  2023-05-15T22:29Z 18.1K followers, [----] engagements


"Berkshire Hathaway purchased [----] million more shares of Occidental Petroleum over the last few days at prices ranging from $56.79 to $58.46. $BRK.A $BRK.B This $125.7 million outlay boosts Berkshires stake in $OXY up to 23.9%"  
[X Link](https://x.com/kejca/status/1658443123905765381)  2023-05-16T12:03Z [----] followers, 10.3K engagements


"Over at Kingswell I attempted to sort through what turned out to be a very confusing 13F filing from Berkshire Hathaway. $BRK.A $BRK.B Full story at link in my bio. Despite widespread reporting to the contrary Berkshire did not buy more $AAPL $HPQ $BAC etc. in Q1 2023"  
[X Link](https://x.com/kejca/status/1658835816397807616)  2023-05-17T14:04Z [----] followers, [----] engagements


"It hasn't exactly been a happy time for Paramount Global of late but $PARA bulls got two pieces of good news this week. (1) Despite Buffett's criticism Berkshire Hathaway bought more shares in Q1 [----]. $BRK.A $BRK.B (2) Shari Redstone bought $2.48 million worth yesterday"  
[X Link](https://x.com/kejca/status/1658964380791308288)  2023-05-17T22:35Z [----] followers, 10K engagements


"Berkshire Hathaway will receive $219.7 million in quarterly dividends from Apple today. $AAPL is by far the largest holding in Berkshire's portfolio [-----] million shares currently valued at $158.1 billion. $BRK.A $BRK.B (And no Berkshire did not buy more in Q1 2023.)"  
[X Link](https://x.com/kejca/status/1659168204349145092)  2023-05-18T12:05Z [----] followers, [--] engagements


"Turned out to be another good day for Apple. Just a dollar and change off its 52-week high. $AAPL Berkshire Hathaway's stake in the Cupertino-based tech giant is now worth over $160 billion. $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1659291684864159786)  2023-05-18T20:15Z [----] followers, [--] engagements


"New filing: Berkshire Hathaway purchased [----] million more shares of Occidental Petroleum over the last three days. $BRK.A $BRK.B This $201.4 million outlay boosts Berkshires stake in $OXY up to 24.3%"  
[X Link](https://x.com/kejca/status/1659335037362290691)  2023-05-18T23:07Z [----] followers, 14.6K engagements


"Each Friday I publish a weekly summary of Berkshire Hathaway news. $BRK.A $BRK.B Including the recent $OXY buys $ATVI $AAPL Jazwares & more. Read (and sub) at link in bio. Plus must-reads by @JohnHuber72 @tomowenmorgan @NeckarValue @rationalwalk and @QCompounding"  
[X Link](https://x.com/kejca/status/1659564021471748097)  2023-05-19T14:17Z [----] followers, [--] engagements


"Warren Buffett in 1975: "If interest rates go up bond prices must go down and if the bonds are long-term and the rates rise sharply prices go into a power dive." $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1659607099905646593)  2023-05-19T17:09Z [----] followers, [--] engagements


"Some notable 52-week highs today: $BRK.A & $BRK.B (Berkshire Hathaway) $AAPL (Apple) $MA (Mastercard) $VTS (Vitesse Energy)"  
[X Link](https://x.com/kejca/status/1659683199016902661)  2023-05-19T22:11Z [----] followers, [--] engagements


"Charlie Munger: "There is no oil basin in the United States that compares to the Permian in terms of promise." $BRK.A $BRK.B $OXY Article coming tomorrow about Berkshire Hathaway's ongoing investment in Occidental Petroleum"  
[X Link](https://x.com/kejca/status/1660640051108147200)  2023-05-22T13:33Z [----] followers, 13.2K engagements


"This month alone Berkshire Hathaway purchased [---] million shares of Occidental Petroleum to boost its stake in the oil-and-gas giant up to 24.3%. $BRK.A $BRK.B And tonight we'll find out if Berkshire is still buying. What does Warren Buffett see in $OXY Let's find out"  
[X Link](https://x.com/kejca/status/1661025755113873408)  2023-05-23T15:06Z [----] followers, 196.8K engagements


"Is that why Buffett started buying $OXY stock last year Kind of. But mostly it all boils down to the Permian Basin. "We do very much like the position they have in the Permian" Buffett said earlier this month. "That's why we financed them a few years ago.""  
[X Link](https://x.com/kejca/status/1661025761216667648)  2023-05-23T15:06Z [----] followers, [--] engagements


"Oxy emerged as one of the powerhouses of the Permian after acquiring Altura Energy (and its vast holdings in the basin) for $3.6 billion in [----]. "We know the Permian" says $OXY CEO Vicki Hollub. "It's the foundation of our company.""  
[X Link](https://x.com/kejca/status/1661025764723273730)  2023-05-23T15:06Z [----] followers, [--] engagements


"Where do things stand now Berkshire can buy up to 50% of $OXY but Buffett denied any interest in taking control of the oiler. In the meantime keep an eye out for any new Form 4s. For more on Berkshire & Oxy check out my latest article over at Kingswell. Link in bio"  
[X Link](https://x.com/kejca/status/1661025774777040900)  2023-05-23T15:06Z [----] followers, [--] engagements


"@John197210 Buffett bought [----] million shares of $OXY in the second half of [----] but sold all of it in [----] at a loss during the pandemic. Oxy also twice paid preferred dividends to Berkshire in common stock ($400 million worth) in [----] and Buffett sold those too"  
[X Link](https://x.com/kejca/status/1661053396231626754)  2023-05-23T16:56Z [----] followers, [--] engagements


"Chris Bloomstran: "Greg Abel gets it. I hope he gets a very long run as CEO of Berkshire Hathaway because I think he's that good." $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1661736033699135488)  2023-06-29T09:05Z [----] followers, [----] engagements


"Each Friday I publish a weekly summary of Berkshire Hathaway news. $BRK.A $BRK.B This one includes an abrupt stop to $OXY purchases $PARA shopping BET and more. Read (and sub) at link in bio. Plus must-reads by @Theron_Mohamed @vitaliyk @InvestmentTalkk and @LibertyRPF"  
[X Link](https://x.com/kejca/status/1662121126535864322)  2023-06-20T12:05Z [----] followers, 23.7K engagements


"Byron Trott's BDT Capital announced $125 million preferred equity investment with Paramount Global's controlling shareholder NAI. Berkshire Hathaway owns 15.4% of $PARA's Class B shares and now Warren Buffett's favorite banker is getting in on the action. $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1662247954424446976)  2023-05-27T00:02Z [----] followers, 44.2K engagements


"Byron Trott: "We are pleased to partner with NAI in a transaction that supports its stewardship of Paramount Global . We believe strongly in the value creation opportunities ahead for the company and its shareholders." $PARA"  
[X Link](https://x.com/kejca/status/1662247955913490432)  2023-05-27T00:02Z [----] followers, [--] engagements


"Good news for Markel shareholders from 61-year-old CEO Tom Gayner at the $MKL Omaha Brunch earlier this month: "My plan is to work indefinitely." Here's hoping that Gayner shoots for a Buffett/Munger-like retirement age. $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1663282056875372545)  2023-05-29T20:31Z [----] followers, 13.9K engagements


"Paramount pops for the second day in a row. Up 13% since Thursday's close as the market cheers Byron Trott's $125 million preferred equity investment in the studio's controlling shareholder NAI. Berkshire Hathaway owns 15.3% of $PARA's non-voting Class B shares. $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1663651680255197190)  2023-05-30T21:00Z [----] followers, [--] engagements


"New filing: Berkshire Hathaway purchased [----] million more shares of Occidental Petroleum over the last three business days. $BRK.A $BRK.B This $272.9 million outlay boosts Berkshire's stake in $OXY up to 24.9%"  
[X Link](https://x.com/kejca/status/1663688026470449154)  2023-05-30T23:25Z 10.8K followers, 57.5K engagements


"HP made no share repurchases in Q2 [----] and is not planning any for Q3 either. CEO Enrique Lores hopes to resume buybacks in the fourth quarter. $HPQ had previously been a prolific repurchaser reducing share count from [----] billion at the end of [----] to [---] million today"  
[X Link](https://x.com/kejca/status/1663895025619554304)  2023-05-31T13:07Z [----] followers, [--] engagements


"And yes we're inching closer and closer to Apple alone making up the majority of Berkshire's stock portfolio. $BRK.A $BRK.B CNBC's excellent Berkshire Hathaway Portfolio Tracker currently shows $AAPL as accounting for a mind-blowing 48.0% of the company's portfolio. 🤯"  
[X Link](https://x.com/kejca/status/1664080352766304263)  2023-06-01T01:24Z [----] followers, [--] engagements


"Each Friday I publish a weekly summary of Berkshire Hathaway news. $BRK.A $BRK.B This one includes another round of $OXY purchases Byron Trott & $PARA Ted Combs's NFM interview and more. Read (and subscribe) at link in bio. Plus must-reads from @NeckarValue and others"  
[X Link](https://x.com/kejca/status/1664639591322722311)  2023-06-02T14:26Z 10.7K followers, 17.9K engagements


"No Form [--] from Berkshire Hathaway last night meaning no further $OXY purchases after May [--]. Kinda surprising with Oxy trading in the $57-58 range on Wednesday and Thursday. $BRK.A $BRK.B _()_/"  
[X Link](https://x.com/kejca/status/1665009078513352704)  2023-06-03T14:54Z [----] followers, [--] engagements


"$OXY CEO Vicki Hollub back in February: "If you look at our assets they're incredible assets. They're the best assets that Oxy has ever owned. So I do believe that our stock is definitely not where it should be and not getting the respect right now that it deserves.""  
[X Link](https://x.com/kejca/status/1665846972689928192)  2023-06-05T22:24Z [----] followers, [--] engagements


"Paramount CFO Naveen Chopra: "It's probably unwise to bet against consolidation in the media industry . Whether $PARA is a seller of assets or whether we are a consolidator of assets we'll have to see." $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1668401483396571137)  2023-06-12T23:34Z [----] followers, [--] engagements


"Another 52-week high today for Berkshire Hathaway both $BRK.A and $BRK.B before the stock fell back a bit in the last hour. Apple $AAPL also hit a new 52-week high today. Berkshire's massive stake in the iPhone maker is now valued at a mind-blowing $170.3 billion. 🤯"  
[X Link](https://x.com/kejca/status/1669438839268552704)  2023-06-15T20:16Z [----] followers, [--] engagements


"WSJ: Bidding for Paramount's Simon & Schuster publishing subsidiary is heating up. HarperCollins and KKR named among frontrunners. Second round of bids due in July. Sale could conclude by end of summer providing $PARA with a much-needed cash infusion. $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1669745858626170882)  2023-06-16T16:36Z [----] followers, [--] engagements


"Last year the DOJ blocked Penguin's $2.18 billion acquisition of Simon & Schuster. S&S might fetch a higher price now. Profits grew to $248 million in [----] with another 16% boost in Q1 [----]. Fingers crossed for a bidding war. $PARA"  
[X Link](https://x.com/kejca/status/1669745860219924482)  2023-06-16T16:36Z [----] followers, [--] engagements


"(8) When Berkshire revealed its Q1 investing activity all hell broke loose. "So in actuality Berkshire bought stock in just four companies during Q1 2023: Occidental Petroleum Paramount Global and newcomers Capital One Financial and Vitesse Energy.""  
[X Link](https://x.com/kejca/status/1670448958059995139)  2023-06-18T15:24Z [----] followers, [----] engagements


"(9) Berkshire Hathaway continued to buy more and more Occidental Petroleum. What does Buffett see in this O&G giant $BRK.A $BRK.B We will never walk away from oil and gas but our carbon management business will continue to grow"  
[X Link](https://x.com/kejca/status/1670620033691656194)  2023-06-19T02:30Z [----] followers, [----] engagements


"(10) Great stuff from Tom Gayner at Markel's Omaha Brunch. $BRK.A $BRK.B The people who are most likely to understand what were doing are people who are already in Berkshire. If you own Berkshire youre already qualified to be a $MKL shareholder"  
[X Link](https://x.com/kejca/status/1670824305066745856)  2023-06-19T16:02Z [----] followers, [----] engagements


"Today over at Kingswell I wrote about the two big winners in Berkshire Hathaway's portfolio during the first half of 2023: Apple and Japan's sogo shosha. $BRK.A $BRK.B $AAPL"  
[X Link](https://x.com/kejca/status/1671175410380333057)  2023-06-20T15:25Z [----] followers, [----] engagements


"Coca-Cola CMO Manuel Arroyo: "As it relates to potential political controversy . it is a very simple answer: We don't play in that." $KO "From a brand safety standpoint we have very very clear guidelines. We're going to stay away from any major controversy." $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1671518204978495503)  2023-06-21T13:59Z [----] followers, [--] engagements


"Occidental Petroleum's rough week continues. Back down to $56 and uncomfortably close to a new 52-week low. Berkshire Hathaway hasn't been buying $OXY of late at least as far as we know but I wonder if today's downturn is tempting the Oracle $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1672240500961693697)  2023-06-23T13:55Z [----] followers, 13.3K engagements


"@investmattallen @TheAlphaThought Such a great story about the power of dividends. Sometimes Coca-Cola didnt pay the biggest dividend but it was a security in the middle of a life that was uncertain. $KO"  
[X Link](https://x.com/kejca/status/1672276171604500481)  2023-06-23T16:13Z [----] followers, [---] engagements


""I don't think anyone should be living out there in rural Montana" the HBO exec added. "It should be a park or something." HBO's loss turned into $PARA's gain. Not just with Yellowstone's 📈 ratings but going into biz with the prolific Sheridan"  
[X Link](https://x.com/kejca/status/1672288355617259532)  2023-06-23T17:01Z [----] followers, [----] engagements


"Bank of America CEO Brian Moynihan spoke to CNN yesterday. "We think it will take Fed officials all of this year and all of next year and into [----] before they get inflation in line with their long-term 2% target." $BAC Berkshire Hathaway owns 13.0% of BoA. $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1674060695455817730)  2023-06-28T14:22Z [----] followers, 12.4K engagements


"Moynihan on banking crisis: "The industry has great strong capital and strong liquidity. These specialized businesses (like SVB) had a problem that went through the system but the system recovered and you'll see in the earnings reports this quarter good earnings." $BAC"  
[X Link](https://x.com/kejca/status/1674060697284628480)  2023-06-28T14:22Z [----] followers, [---] engagements


"Seth Klarman yesterday on CNBC: "Warren Buffett has shown all of us the value of growth. He thinks hard about some of the highest-quality businesses in the world but only buys them when they're at attractive prices." $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1674118004743831553)  2023-06-28T18:39Z [----] followers, 15K engagements


"$AAPL stays winning. Up 51.3% year to date and another new 52-week high today. It's closing in on that $3 trillion mark too. This year alone Berkshire Hathaway's stake in Apple has increased from $113.6 billion ➡ $173.2 billion. $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1674156621189005312)  2023-06-28T20:43Z [----] followers, [----] engagements


"A little late to this but Berkshire Hathaway bought [---] million more shares of Occidental Petroleum over the last three days. $BRK.A $BRK.B Berkshire now owns 25.1% of $OXY"  
[X Link](https://x.com/kejca/status/1674251471980732418)  2023-06-29T03:00Z [----] followers, 16.3K engagements


"More info on Berkshire Hathaway's recent $OXY buy: - [----] million more shares - At prices ranging from $56.49 to $57.25 - Total outlay of $122.1 million - Bought between June 26-28 Oxy also redeemed another [----] of Berkshire's high-yielding preferred shares. $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1674421502417203204)  2023-06-29T14:17Z [----] followers, 13.7K engagements


"Dividends keep rolling into Omaha. 🤑 Today Berkshire Hathaway receives $184 million in quarterly dividends from Coca-Cola and somewhat less impressively $4.6 million from Paramount Global. $BRK.A $BRK.B $KO $PARA"  
[X Link](https://x.com/kejca/status/1675852252341325826)  2023-07-03T13:01Z [----] followers, [--] engagements


"In the last two business days Berkshire Hathaway has collected $546.1 million in quarterly dividends from $BAC (Bank of America) $KHC (Kraft Heinz) $KO (Coca-Cola) and $PARA (Paramount). The money machine in Omaha never stops. $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1675963775734751233)  2023-07-09T02:17Z [----] followers, 13.4K engagements


"Updating this one: Now over the last three business days Berkshire Hathaway has received $577.8 million in quarterly dividends from $BAC (Bank of America) $KHC (Kraft Heinz) $KO (Coca-Cola) $PARA (Paramount) and $HPQ (HP). Load up the elephant gun $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1676605057956040706)  2023-07-09T02:17Z [----] followers, [----] engagements


"Oxy CEO Vicki Hollub at OPEC International Seminar: "We will probably talk about artificial intelligence a little bit on one of the next two earnings calls b/c we are expanding it." $OXY could use AI to better monitor its equipment and avoid unneeded maintenance shutdowns"  
[X Link](https://x.com/kejca/status/1676697196454977537)  2023-07-05T20:58Z 10.2K followers, [----] engagements


"Berkshire Hathaway Energy has agreed to purchase Dominion Energys 50% stake in the Cove Point LNG facility (Maryland). Transaction valued at $3.3 billion funded with cash on hand and the sale of certain investments. BHE now owns 75% of Cove Point. $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1678515198221590529)  2023-07-11T08:53Z [----] followers, 57.2K engagements


"Sanity prevails as US district court denies FTC motion for injunction against Microsofts acquisition of Activision Blizzard. $MSFT $ATVI But its not over yet. FTC can still appeal and UKs CMA remains an obstacle. Good news for Berkshire Hathaway though. (h/t @twiter_criter)"  
[X Link](https://x.com/kejca/status/1678791437096189952)  2023-07-11T15:56Z [----] followers, [----] engagements


"More good news on the Microsoft-Activision front: $MSFT and the UKs Competition & Markets Authority (CMA) have agreed to pause litigation while Microsoft readies a new proposal that could win regulatory approval. $ATVI Feels like were in the endgame now. $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1678858471884693506)  2023-07-11T22:50Z [----] followers, [----] engagements


"@kingkang80 Thats a great question. I cant really recall Buffett ever discussing how he handles the final stages of a merger arbitrage situation whether he divests early or holds for full value. I also wonder whether he sold more during Q2 as he has in several recent quarters"  
[X Link](https://x.com/kejca/status/1678902306388017157)  2023-07-11T23:01Z [----] followers, [--] engagements


"Another banner day for Berkshire Hathaway. New 52-week highs for both $BRK.A and $BRK.B"  
[X Link](https://x.com/kejca/status/1679241406680821761)  2023-07-12T21:28Z [----] followers, [----] engagements


"Each Friday I publish a weekly summary of Berkshire Hathaway news. $BRK.A $BRK.B This one includes BHE's big bet on natural gas $MSFT & $ATVI Berkshire director Chris Davis and more. Plus must-reads from @TSOH_Investing @HowardMarksBook @rationalwalk & @NeckarValue"  
[X Link](https://x.com/kejca/status/1679833917757554689)  2023-07-14T12:43Z [----] followers, [--] engagements


"In new Barron's interview $OXY CEO Vicki Hollub points out that "for seven years in a row we've grown our productivity in the Delaware Basin while others could not". The Delaware is the largest part of the Permian Basin. Berkshire Hathaway owns 25.1% of Oxy. $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1680235181582479362)  2023-07-15T15:17Z [----] followers, [---] engagements


"Warren Buffett in 2013: "If you take care of a great brand it's forever. Those are the businesses I like. We own [---] million shares of Coca-Cola $KO stock and we've never sold a share. And I wouldn't think of selling a share." $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1680575780143677440)  2023-07-16T13:51Z [----] followers, [--] engagements


"More good news for Microsoft and Activision Blizzard and by extension Berkshire Hathaway. $BRK.A $BRK.B Agreement with Sony leaves $MSFT & $ATVI "on the brink of clinching victory for a deal that is expected to reshape the gaming industry""  
[X Link](https://x.com/kejca/status/1680684668021092357)  2023-07-16T21:03Z [----] followers, [--] engagements


"Charlie Munger in 2020: "How much brains does it take to know that the Permian Basin is America's best oil reserve It's layer after layer after layer. There is nothing comparable . It's a no-brainer. At least it's a no-brainer if you don't make it hard." $BRK.A $BRK.B $OXY"  
[X Link](https://x.com/kejca/status/1681015473909972993)  2023-07-17T18:58Z 10.2K followers, 22.7K engagements


"During Q2 [----] Berkshire Hathaway reduced its stake in Activision Blizzard to just [----] million shares or 1.9% of the video game maker. Berkshire held nearly [--] million shares of $ATVI at the end of Q1 so Warren Buffett reduced the position by over 70%. $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1681075095538655232)  2023-07-17T22:55Z 10.1K followers, 23.4K engagements


"Over at Kingswell I took a closer look at Berkshire Hathaway's bet on "old" energy like oil and gas. Including comments from $OXY CEO Vicki Hollub Charlie Munger on the Permian Basin and Chevron's latest acquisition in the Rocky Mountains. $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1681362915763290112)  2023-07-18T17:58Z 10.2K followers, 14.1K engagements


"Susie Buffett in 2020: "My dad (Warren Buffett) is going to outlive us all and I'm not kidding. I'll bet a lot of money he will get to 100." $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1681675667778285571)  2023-07-20T23:27Z [----] followers, 12.2K engagements


"UBS raises Berkshire Hathaway price target to $608000 (from $565k) for Class A shares and $405 (from $377) for Class B shares. Here's the upside from current prices. $BRK.A: +16.9% $BRK.B: +18.3%"  
[X Link](https://x.com/kejca/status/1681689859507757056)  2023-07-20T23:26Z [----] followers, 17.8K engagements


"Yesterday Markel CEO Tom Gayner joined Coca-Colas board of directors. Berkshire Hathaway owns 9.2% of $KO and 3.5% of $MKL. Happy to see Coke adding a Buffett-like voice to its board. $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1681994653325746176)  2023-07-20T11:49Z 10.9K followers, 21.2K engagements


"@StevenInvesting Thanks so much And yes I'd love to see Berkshire buy more Markel at the right price"  
[X Link](https://x.com/kejca/status/1682007653172609024)  2023-07-21T03:12Z [----] followers, [---] engagements


"Always an honor to be included in the latest Digest from @rationalwalk. My story on Berkshire Hathaway's bet on "old" energy includes comments from $OXY CEO Vicki Hollub Charlie Munger on the Permian Basin and Chevron's latest acquisition in the Rocky Mountains. $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1682136087781621766)  2023-07-20T21:11Z 10.8K followers, [----] engagements


"Bill Child of R.C. Willey: "You can't get a better partner than Warren Buffett. He doesn't have a non-compete with me and I don't have a contract with him . Nobody would ever disappoint him. I wouldn't even take a paperclip home." $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1682153878295306241)  2023-07-20T23:26Z [----] followers, [----] engagements


"Each Friday I publish a weekly summary of Berkshire Hathaway news. $BRK.A $BRK.B This one includes a lesson in humility more $OXY Activision Blizzard $ATVI and Liberty Media. Plus must-reads from @dailydirtnap @AswathDamodaran @rationalwalk & @LowRiskRules"  
[X Link](https://x.com/kejca/status/1682372844234080257)  2023-07-21T16:41Z [----] followers, [----] engagements


"So excited for this $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1683489692078034944)  2023-08-01T07:11Z [----] followers, [----] engagements


"If my napkin math is correct Berkshire Hathaway's mark-to-market "gain" from Apple $AAPL alone comes out to something like $26.6 billion in Q2 [----]. $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1683654478417870858)  2023-07-25T23:00Z [----] followers, [----] engagements


"In January [----] Charlie Munger's wit and wisdom were on full display as he delivered a masterclass on investing (and life) at the Redlands Forum. From philanthropy to politics to Berkshire Hathaway Munger was in rare form. $BRK.A $BRK.B Here are a few of the highlights"  
[X Link](https://x.com/kejca/status/1684218320470306823)  2023-08-03T18:58Z [----] followers, 51.9K engagements


"Warren Buffett: Business schools reward complex behavior more than simple behavior but simple behavior is more effective. $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1684548250592849921)  2023-08-03T11:17Z [----] followers, 10.4K engagements


"If you ran out and bought $1000 of $COST stock after hearing that Charlie Munger was joining the company's board of directors back in January [----] you would now have $65600 (assuming dividends were reinvested). That's good for a sizzling 17.1% annual return"  
[X Link](https://x.com/kejca/status/1685315225791131648)  2023-07-29T15:43Z 11.2K followers, 21.5K engagements


"A penny for Charlie Munger's thoughts when Berkshire Hathaway sold out of Costco $COST in [----]. $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1685666764099600384)  2023-07-30T15:00Z 10.1K followers, 10.7K engagements


"@PigeonInvestor Nope I dont think Buffett has ever said why he sold $COST"  
[X Link](https://x.com/kejca/status/1685968491076038656)  2023-07-31T10:59Z [----] followers, [--] engagements


"Today over at Kingswell I wrote about how an offhand comment in Nick Sleep and Qais Zakaria's wonderful Nomad Partnership letters can make all of us better and more patient investors"  
[X Link](https://x.com/kejca/status/1686065955485466624)  2023-07-31T17:27Z [----] followers, [----] engagements


"Berkshire Hathaway kicked off earnings week in style with a new 52-week high for both Class A & Class B shares today. $BRK.A $BRK.B (Berkshire will release its Q2 [----] earnings on Saturday morning at around [--] a.m. ET)"  
[X Link](https://x.com/kejca/status/1686112336342384640)  2023-07-31T20:53Z [----] followers, [----] engagements


"Warren Buffett's purchase of NFM in [----] was built on trust. A handshake a one-page contract and no audits or inventory checks. $BRK.A $BRK.B "I would rather have Mrs. B's word than that of all the Big Eight auditors" he said. "It's like dealing with the Bank of England.""  
[X Link](https://x.com/kejca/status/1686385721031225344)  2023-08-01T15:03Z [----] followers, [----] engagements


"Occidental Petroleum $OXY and ADNOC (wholly owned by the Emirate of Abu Dhabi) have agreed to "evaluate investment opportunities in Direct Air Capture facilities in the USA and UAE". No firm commitments on either side but the start of an intriguing collaboration. $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1686414144029839365)  2023-08-01T16:30Z [----] followers, [----] engagements


"From the press release: "The DAC plant being evaluated by the companies in the UAE . could be the first megaton-scale facility of its kind outside of the United States." $BRK.A $BRK.B $OXY"  
[X Link](https://x.com/kejca/status/1686414145728421888)  2023-08-01T18:06Z [----] followers, [---] engagements


"In [----] GEICO posted a ghastly 93.1% loss ratio reflecting increases in claims severity and frequency across all policy coverages. But in Q1 [----] its combined ratio expense + loss dropped to 92.7%. (Lower is better.) $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1686535860353716225)  2023-08-02T12:32Z [----] followers, [----] engagements


"@wrm152 Thanks I really like $MKL too. And Ill have to study up on $JD and $RYAAY"  
[X Link](https://x.com/kejca/status/1686721670063525888)  2023-08-02T12:52Z [----] followers, [---] engagements


"In an interview last week Bank of America CEO Brian Moynihan weighed in on a number of hot topics. $BAC is the second-largest holding in Berkshire Hathaway's massive stock portfolio with a current value of $32 billion. $BRK.A $BRK.B Here's what Moynihan had to say"  
[X Link](https://x.com/kejca/status/1686746575161143297)  2023-08-02T14:31Z [----] followers, 19.7K engagements


"In Q2 [----] Occidental Petroleum repurchased $425 million worth of its common stock. That boosted Berkshire Hathaway's ownership stake up to 25.3%. $OXY also redeemed $522 million of its preferreds bringing year-to-date redemptions to 12% of the total. $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1686880618003456000)  2023-08-02T23:24Z [----] followers, [----] engagements


"Warren Buffett is not worried about Fitch downgrading the U.S. credit rating. $BRK.A $BRK.B "There are some things people shouldn't worry about" he told CNBC's @BeckyQuick. "This is one.""  
[X Link](https://x.com/kejca/status/1687141540299251725)  2023-08-03T21:24Z [----] followers, [----] engagements


"More from Buffett on Fitch downgrade: "Berkshire bought $10 billion in U.S. Treasurys last Monday. We bought $10 billion in Treasurys this Monday. And the only question for next Monday is whether we buy $10 billion in 3-month or 6-month T-bills." $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1687142202781179926)  2023-08-03T23:12Z [----] followers, 33.4K engagements


"According to WSJ Paramount Global is closing in on a sale of Simon & Schuster. $PARA Private-equity firm KKR is in advanced talks to buy the book publisher for $1.65 billion. Announcement could be coming in the next few days"  
[X Link](https://x.com/kejca/status/1687437897715130370)  2023-08-04T12:18Z 10.2K followers, [----] engagements


"Each Friday I publish a weekly summary of Berkshire Hathaway news. $BRK.A $BRK.B This one includes a preview of Berkshire's Q2 earnings Warren Buffett on the Fitch downgrade $OXY updates and more. Plus must-reads from @brklninvestor @tomowenmorgan and @NeckarValue"  
[X Link](https://x.com/kejca/status/1687454483746299904)  2023-08-04T13:45Z [----] followers, [----] engagements


"Tomorrow morning Berkshire Hathaway will release its Q2 [----] earnings report on its charmingly-spartan website. $BRK.A $BRK.B I'll have a full write-up on the results coming Monday but in the meantime here are three big questions about Berkshire's Q2 performance"  
[X Link](https://x.com/kejca/status/1687481555860529152)  2023-08-04T15:12Z 11.5K followers, 17.4K engagements


"(1) Did Warren Buffett put the brakes on buybacks In Q1 Berkshire repurchased $4.4 billion worth of its own stock. The price of $BRK.A and $BRK.B though has changed a lot since the first quarter. (It's way up.) That might curb Buffett's enthusiasm for further buybacks"  
[X Link](https://x.com/kejca/status/1687481557693476864)  2023-08-04T16:47Z [----] followers, [---] engagements


"Listening to Occidental Petroleum's earnings call and it doesn't sound like the company will be redeeming any more of Berkshire Hathaway's preferred shares in Q3 or quite possibly the rest of [----]. $BRK.A $BRK.B $OXY still committed to common stock repurchases"  
[X Link](https://x.com/kejca/status/1687574524210900992)  2023-08-04T21:21Z [----] followers, 10.6K engagements


""WTI prices would likely need to be higher than what the forward curve presently indicates for us to remain above the preferred redemption trigger for the remainder of 2023." $BRK.A $BRK.B $OXY has already redeemed 12% of preferreds saving $93 million in annual dividends"  
[X Link](https://x.com/kejca/status/1687575642886320128)  2023-08-04T23:45Z [----] followers, [----] engagements


"Berkshire Hathaway share repurchases in Q2 [----] (from the just-released 10-Q): $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1687796516713345024)  2023-08-05T12:03Z 11.5K followers, 49.6K engagements


"GEICO scored a $514 million pre-tax underwriting profit in Q2 [----] making that two profitable quarters in a row after six straight in the red. $BRK.A $BRK.B An impressive 94.7% combined ratio for the quarter"  
[X Link](https://x.com/kejca/status/1687803245006045184)  2023-08-05T12:30Z [----] followers, 10.7K engagements


"If my back-of-the-napkin math is correct Berkshire Hathaway did not sell any Apple $AAPL in Q2 [----] but did offload a little bit of its Chevron $CVX holding. No surprise there Warren Buffett has bought/sold Chevron stock in eleven consecutive quarters. $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1687806181387968513)  2023-08-05T12:42Z [----] followers, 12K engagements


"Berkshire Hathaway Q2 [----] highlights: - Operating earnings up 6.6% - $1.4 billion of buybacks - Insurance float up to $166 billion - Net earnings of $35.9 billion - Insurance & Stocks // BNSF And the cash pile is up to $141.9 billion. 👀 $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1687816065508659200)  2023-08-05T13:21Z [----] followers, 34.6K engagements


"In Q2 [----] Berkshire Hathaway reduced its outstanding share count from [-------] to [-------] Class A equivalents. $BRK.A $BRK.B Month-by-month breakdown of $$$ spent on buybacks: April: $151.5 million May: $117.4 million June: $1.03 billion"  
[X Link](https://x.com/kejca/status/1687917181487443969)  2023-08-05T22:29Z [----] followers, [----] engagements


"Warren Buffett: Money to some extent sometimes lets you be in more interesting environments. But it wont change how many people love you or how healthy you are. $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1688360001537036290)  2023-08-07T01:22Z 11.5K followers, [----] engagements


"My thoughts on Berkshire Hathaway's Q2 [----] earnings will be out tomorrow morning to all Kingswell subs. Sign up now at to get it delivered straight to your inbox $BRK.A $BRK.B In the meantime a must-read from @rationalwalk"  
[X Link](https://x.com/kejca/status/1688375432930902016)  2023-08-07T02:24Z [----] followers, [----] engagements


"The New York Times reports that Paramount $PARA could announce the $1.62 billion sale of Simon & Schuster to KKR as soon as today. Paramount reports earnings on Monday and investors will be expecting an update on the companys efforts to offload the book publisher"  
[X Link](https://x.com/kejca/status/1688509570119819265)  2023-08-07T11:17Z [----] followers, [--] engagements


"On Saturday morning Berkshire Hathaway reported its Q2 [----] earnings and to me they were a pleasant surprise after some ominous-sounding comments from Warren Buffett back in May. $BRK.A $BRK.B Today over at Kingswell my thoughts on Berkshire's second quarter performance"  
[X Link](https://x.com/kejca/status/1688544635767885824)  2023-08-07T13:36Z 11.6K followers, [----] engagements


"I'm certainly not the first person to note this but Berkshire Hathaway's Q2 [----] operating performance looks even better once you factor out currency effects. The gain in operating earnings jumps from 6.6% to 15.1% after you exclude forex and the like. $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1688622283844198400)  2023-08-07T18:45Z [----] followers, 14.7K engagements


"Charlie Munger on the decision to not franchise Sees Candies stores: It takes almost no capital to open a new Sees store. Were drowning in capital of our own that has almost no cost. It would be crazy to franchise stores like some capital-starved pancake house. $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1688889726047072256)  2023-08-08T12:27Z 16.9K followers, 23.2K engagements


"Whitney Tilson just released his current intrinsic value estimates for Berkshire Hathaway: $BRK.A $598000 $BRK.B $399 While the undervaluation isn't as great as it has been in the past I still think Berkshire should be the bedrock of any conservative portfolio"  
[X Link](https://x.com/kejca/status/1688961508640796673)  2023-08-08T17:12Z [----] followers, 36.1K engagements


"Charlie Munger in 2001: Whenever you think something or someone is ruining your life its actually you. A victimization mentality is so debilitating Just because its trite doesnt mean it isnt right. In fact I like to say If its trite its right. $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1689250895316291584)  2023-08-09T12:22Z 11.3K followers, 11.3K engagements


"Berkshire Hathaway receives $90.9 million in quarterly dividends from American Express today. $AXP is the third-largest holding in Berkshire's portfolio with [-----] million shares currently valued at $24.8 billion. $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1689608784807882753)  2023-08-10T12:05Z [----] followers, [----] engagements


".@NeckarValue's recent piece on Alice Schroeder and how trying to mentally keep up with Warren Buffett left her "unbelievably wrecked" reminded me that this is not uncommon. Fortune's "The Inside Story of Warren Buffett" in [----] mentioned the same thing. $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1689658994388840448)  2023-08-10T15:24Z [----] followers, 24.8K engagements


"Charlie Munger told Carol Loomis it's a good thing that Berkshire's managers work elsewhere. "He's so damn smart and quick that people who are around him all the time feel a constant mental pressure from trying to keep up. You'd need a strong ego to survive in headquarters.""  
[X Link](https://x.com/kejca/status/1689658995940757504)  2023-08-10T15:24Z [----] followers, [----] engagements


"Mike Goldberg (who ran Berkshire's insurance biz in the 1980s) put it more succinctly. $BRK.A $BRK.B "I've had a chance to see someone in action who can't be believed" he said. "How do you ever think much of your own abilities after being around Warren Buffett""  
[X Link](https://x.com/kejca/status/1689658997379342336)  2023-08-10T15:24Z 11.5K followers, [----] engagements


"Each Friday I publish a weekly summary of Berkshire Hathaway news. $BRK.A $BRK.B This one includes more on Berkshire's Q2 earnings Chevron dilution and a closer look at @morganhousel's chat with Barron's. Plus must-reads from @rationalwalk @APompliano @tedgioia and more"  
[X Link](https://x.com/kejca/status/1689979034887712768)  2023-08-11T12:36Z 11.6K followers, [----] engagements


""Not only are we really bad at predicting what is going to change but I think it actually matters a lot less than focusing on what is never going to change." Subscribe for free to get future issues delivered straight to your inbox $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1689979037844738048)  2023-08-11T12:36Z [----] followers, [---] engagements


"Warren Buffett: "Whenever I read about some company undertaking a cost-cutting program I know it's not a company that really knows what costs are all about. Spurts don't work in this area." $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1690340949749059585)  2023-08-12T12:34Z 11.5K followers, 60.6K engagements


"More from Buffett: "The really good manager does not wake up in the morning and say 'This is the day I'm going to cut costs' any more than he wakes up and decides to practice breathing." $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1690340951565172738)  2023-08-12T12:34Z [----] followers, [----] engagements


"Todd Combs in 2017: "I read about [--] hours a day. Our offices are like a library. I read annual reports conference call transcripts etc. Most things are routine mundane and obvious but every once in a while you find something interesting worth digging into." $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1690741497971511296)  2023-08-13T15:06Z [----] followers, 64.5K engagements


"If this quote resonates with you I think youll like my newsletter Kingswell. Lots on Buffett Berkshire and more. $BRK.A $BRK.B Subscribe (for free) to get future issues delivered straight to your inbox"  
[X Link](https://x.com/kejca/status/1690773678219284480)  2023-08-13T17:13Z [----] followers, [----] engagements


"In Q2 [----] Prem Watsa of Fairfax Financial nearly doubled his company's stake in Occidental Petroleum $OXY with [---] million additional shares. But on the flip-side he fully exited positions in Bank of America $BAC and Chevron $CVX"  
[X Link](https://x.com/kejca/status/1691064626350346240)  2023-08-14T12:30Z [----] followers, [----] engagements


"Berkshire Hathaway $BRK.A $BRK.B investing activity in Q2 2023:"  
[X Link](https://x.com/kejca/status/1691179108330242048)  2023-08-14T20:04Z [----] followers, 34K engagements


"In Q2 Berkshire Hathaway bought [---] million shares of D.R. Horton. $BRK.A $BRK.B Since [----] this Texas-based homebuilder has repurchased 10.4% of its outstanding common stock reducing its overall share count from [-----] million to [-----] million. $DHI"  
[X Link](https://x.com/kejca/status/1691437310322122752)  2023-08-15T13:10Z [----] followers, [----] engagements


"Warren Buffett in 1991: "Berkshire Hathaway's intrinsic value is not a scientific number. Charlie and I might differ by up to 10%. We tell everybody all the factors they should consider but they have to figure it out." $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1691469298097631232)  2023-08-15T15:18Z 11.6K followers, [----] engagements


"Yesterday Occidental Petroleum announced the acquisition of Canadian-based Carbon Engineering Ltd. for $1.1 billion in cash. Deal expected to close in [----]. Carbon Engineering has been working with $OXY on Direct Air Capture (DAC) technology since 2019"  
[X Link](https://x.com/kejca/status/1691836921880699093)  2023-08-16T15:38Z [----] followers, 14.8K engagements


"Charlie Munger in 1996: "What I find is that it takes a long time to read the annual report of a company even if it's a comparatively simple business. If you really are trying to understand it it's not a bit easy." $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1691935117336264978)  2023-08-16T22:09Z [----] followers, 27.6K engagements


"Berkshire Hathaway will receive $219.7 million in quarterly dividends from Apple today. $AAPL is by far the largest holding in Berkshire's portfolio [-----] million shares currently valued at $161.6 billion. $BRK.A $BRK.B Berkshire now owns 5.9% of the iPhone maker"  
[X Link](https://x.com/kejca/status/1692132161435111903)  2023-08-17T11:12Z [----] followers, [----] engagements


"Warren Buffett: "On average in a business we're really interested in even though we know what to skip and what to read it's going to be [--] minutes or an hour on an annual report." $BRK.A $BRK.B "The way you learn about businesses is by absorbing information about them.""  
[X Link](https://x.com/kejca/status/1692215974232011254)  2023-08-17T16:45Z [----] followers, 12.8K engagements


"Each Friday I publish a weekly summary of Berkshire Hathaway news. $BRK.A $BRK.B This one includes the missing pieces from Berkshire's latest 13F a new Kraft Heinz CEO Paramount Apple and more. Plus must-reads from @julie_segal @rationalwalk @JohnHuber72 and @jtkoster"  
[X Link](https://x.com/kejca/status/1692515989265547695)  2023-08-18T12:37Z [----] followers, [----] engagements


"Bottom line supply is short demand is returning to affordable offerings and builders will need to produce more homes to fill the void. Subscribe for free to get future issues delivered straight to your inbox $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1692515990670565780)  2023-08-18T12:37Z [----] followers, [---] engagements


"Warren Buffett in 2010: "Todd Combs is a 100% fit for our culture. I can define the culture while I am here but we want a culture that is so embedded that it doesn't get tested when the founder of it isn't around. Todd is perfect in that respect." $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1692547213480615962)  2023-08-18T14:41Z [----] followers, [----] engagements


"Biggest surprise of Berkshire Hathaway's 13F No $PARA. On one hand Berkshire had bought Paramount stock in five consecutive quarters leading into Q2 [----]. On the other Buffett's bearish comments on streaming made it sound like a sell-off might be in the offing. $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1692667890082726021)  2023-08-18T22:40Z [----] followers, 11.9K engagements


"@t1mcook Not inferring anything. I thought either they would buy more (since they had for [--] straight quarters and price was down) or might sell since Buffett sounded pretty down on $PARA in both his Tokyo interview and at annual meeting. I'm glad they didn't sell"  
[X Link](https://x.com/kejca/status/1692670698089574726)  2023-08-18T22:51Z [----] followers, [---] engagements


"Todd Combs: Investing is all about turning over a lot of stones. The way that I spend my day is just reading. Annual reports transcripts delta reports regulatory filings channel checks trade magazines anything that I can get my hands on really. $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1692947182066786745)  2023-08-19T17:10Z [----] followers, 18.1K engagements


"Charlie Munger in 1988: "In my whole life nobody has ever accused me of being humble. Although humility is a trait I much admire I don't think I quite got my full share." $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1693292035350974605)  2023-08-20T16:00Z [----] followers, [----] engagements


"Todd Combs: If you know that you cant get comfortable with a business you dont need to spend any more time on it. Its the 1% of ideas that are really exciting like a needle in a haystack. You just know when youve done this long enough when theres something there"  
[X Link](https://x.com/kejca/status/1693613832134947316)  2023-08-21T13:19Z [----] followers, 13.2K engagements


"Back in May Berkshire Hathaway investment manager (and CEO of GEICO) Todd Combs joined the NFM podcast and spoke for over an hour about his investing career. $BRK.A $BRK.B Today over at Kingswell I bring you an annotated transcript (with 30+ explanatory footnotes) of his Q&A"  
[X Link](https://x.com/kejca/status/1694093650974691540)  2023-08-22T21:06Z [----] followers, 82.7K engagements


"This is August's "bonus" for paid supporters. But everyone gets access to the first 2500-ish words of the transcript. (That's longer than the typical Kingswell article.) $BRK.A $BRK.B I've tried to do my best to ensure that no one feels short-changed"  
[X Link](https://x.com/kejca/status/1694093652207837283)  2023-08-22T21:06Z [----] followers, [----] engagements


"French mathematician Blaise Pascal: It has struck me that all mens misfortunes spring from the single cause that they are unable to stay quietly in one room. Warren Buffett quoted this line in back-to-back annual letters (82/83) during the buyout-happy 1980s. $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1694355487859347819)  2023-08-23T14:26Z [----] followers, [----] engagements


""When the rest of the investment world is trying to convince retirees they need to be worried about everything we can always cite something Warren Buffett has written or said during his career that is calming and accurate in the moment." $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1694459098366890051)  2023-08-23T21:18Z [----] followers, [----] engagements


"What has @morganhousel learned from Markel CEO Tom Gayner "No matter what we're talking about Tom has a perfect analogy from something totally unrelated . If we're talking about market valuations Tom might say 'It's kind of like Winston Churchill used to say." $MKL"  
[X Link](https://x.com/kejca/status/1694757329374212130)  2023-08-24T17:03Z [----] followers, 24K engagements


"Berkshire Hathaway has nearly caught up to the S&P 500's year-to-date total return: S&P 500: +15.2% $BRK.A: +14.74% $BRK.B: +14.70% The benchmark index is clinging to its lead thanks to dividends. Without them Berkshire would already be ahead"  
[X Link](https://x.com/kejca/status/1694824833152954552)  2023-08-24T21:31Z 11.3K followers, [----] engagements


"Berkshire Hathaway will receive $29.2 million in quarterly dividends from Citigroup today. $C Not exactly the biggest dividend check that Warren Buffett has ever cashed but every little bit of dry powder helps the cause. $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1695038352309772624)  2023-08-25T11:40Z [----] followers, [----] engagements


"Each Friday I publish a weekly summary of Berkshire Hathaway news. $BRK.A $BRK.B This one includes Citigroup dividends Activision Blizzard Johns Manville Apple David Einhorn & more. Plus must-reads from @InvestmentTalkk @morganhousel @BRK_Student and @polina_marinova"  
[X Link](https://x.com/kejca/status/1695073432239558920)  2023-08-25T13:59Z [----] followers, [----] engagements


"On Tuesday I released an annotated transcript of one of the few interviews that Todd Combs has ever given. And as @rationalwalk says here I did it so that students of the money game could enjoy and study Combs's comments at their own pace. $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1695206754215186869)  2023-08-25T22:49Z [----] followers, [----] engagements


"Listening to podcasts watching YouTube interviews and all of that is great. But when it comes to an important Q&A session like this one I don't think anything can beat a written transcript with footnotes to provide additional info. $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1695206755997749674)  2023-08-25T22:49Z [----] followers, [---] engagements


"As Charlie Munger tells it the decision to pay up for See's Candies was not an easy one. $BRK.A $BRK.B "We almost didn't buy it. We just squeaked through. We made a wonderful decision to buy See's because we were just barely smart enough to make a no-brainer.""  
[X Link](https://x.com/kejca/status/1695590109603680326)  2023-08-27T00:12Z [----] followers, 38.8K engagements


"@RMW_Allocator I don't think we've gotten an answer to that recently. Combs and Weschler outperformed the S&P [---] over their first few years while at Berkshire but I think most estimates have them behind the index these days"  
[X Link](https://x.com/kejca/status/1695590807263154280)  2023-08-27T00:15Z 11.5K followers, [--] engagements


"Earlier this week Reuters released a list of the companies that have spent the most on stock buybacks over the last ten years: (1) $AAPL: $621.31 billion 👀 (2) $GOOGL: $193.07 billion (3) $MSFT: $180.41 billion (4) $META: $130.22 billion (5) $WFC: $116.56 billion"  
[X Link](https://x.com/kejca/status/1695798077628563637)  2023-08-27T13:59Z 15.8K followers, 129.2K engagements


"Berkshire Hathaway comes in at #9 with $70.27 billion spent on repurchases over the last decade (through Q1 2023). $BRK.A $BRK.B Bank of America the second-largest holding in Berkshire's stock portfolio bought back $112.87 billion"  
[X Link](https://x.com/kejca/status/1695798078932967636)  2023-08-27T13:59Z [----] followers, [--] engagements


"Warren Buffett: "When you find a really good business run by first-class people chances are a price that looks high isn't high. The combination is rare enough that it's worth a pretty good price." $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1696181700500345005)  2023-08-28T15:23Z [----] followers, 32.1K engagements


"Today over at Kingswell I dug up an old report from the Omaha World-Herald about Berkshire Hathaway's annual meeting in [----]. $BRK.A $BRK.B Happy to shine some light on this "lost" moment in Berkshire history"  
[X Link](https://x.com/kejca/status/1696577160322936942)  2023-08-29T17:34Z [----] followers, [----] engagements


"Warren Buffett turns [--] today. 🎉 What makes his story all the more incredible is that he continues to thrive at an age when almost anyone else would be long retired. $BRK.A $BRK.B Check out just a few of Buffett's accomplishments from the past year"  
[X Link](https://x.com/kejca/status/1696892126817124590)  2023-08-30T14:26Z [----] followers, 12.6K engagements


".@DrDavidKass: "Warren Buffett's preferred holding period is in his words forever. He still has this infinite time horizon even at the age of 93." Happy Birthday to the Oracle of Omaha 🥳🎂 $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1697047929381384542)  2023-08-31T00:45Z 11.3K followers, [----] engagements


"Putting the finishing touches on another edition of The Berkshire Beat which comes out tomorrow morning. $BRK.A $BRK.B All of the week's Berkshire Hathaway news gathered in one place. Plus a birthday tribute to Warren Buffett. Here's a sneak peek"  
[X Link](https://x.com/kejca/status/1697267960925041141)  2023-08-31T15:19Z 11.5K followers, [----] engagements


"Warren Buffett in 1993: "Ben Graham wanted everything to be a quantitative bargain based on present conditions. I want it to be a quantitative bargain in terms of future streams of cash." $BRK.A $BRK.B"  
[X Link](https://x.com/anyuser/status/1697628148366557396)  2023-09-01T15:11Z [--] followers, 30.5K engagements


"Each Friday I publish a weekly summary of Berkshire Hathaway news. $BRK.A $BRK.B This one includes Warren Buffett's 93rd birthday Hurricane Idalia buybacks and more. Plus must-reads from @rationalwalk @McD_Investments @vitaliyk @tomowenmorgan and @InvestmentTalkk"  
[X Link](https://x.com/kejca/status/1697643184661119132)  2023-09-01T16:10Z 11.4K followers, [----] engagements


""Buffett is still at the top of his game" @DrDavidKass told CNBC's @YunLi626. "His mental acuity is as sharp as ever. Subscribe (for free) to get future issues delivered straight to your inbox $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1697643185915269549)  2023-09-01T16:10Z [----] followers, [---] engagements


"Berkshire Hathaway Energy has completed its acquisition of Dominion Energys 50% interest in Cove Point LNG for $3.3 billion in cash. BHE now owns 75% of the Cove Point LNG terminal. $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1697723140913127622)  2023-09-01T21:28Z [----] followers, 13.3K engagements


"We are pleased for this opportunity to own a greater stake in the Cove Point LNG business says BHEs Paul Ruppert. He added that BHE will continue its excellent operating and commercial performance at Cove Point. $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1697723142808957406)  2023-09-01T21:28Z [----] followers, [---] engagements


"@_a113n_ Thanks Much appreciated"  
[X Link](https://x.com/kejca/status/1697918096168624632)  2023-09-02T10:23Z [----] followers, [--] engagements


"Charlie Munger in 1998: "If you've got a standardized bunch of popular jargon in your annual report that looks like it came out of the same consulting firm I do think it's a big turn-off . There's a lot to be said for candid simple coherent prose." $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1698026841594876153)  2023-09-02T17:35Z [----] followers, 11.1K engagements


"A few months ago Berkshire Hathaway vice chairman Ajit Jain revealed that the company's reinsurance portfolio was heavily exposed to a "big" hurricane in Florida. $BRK.A $BRK.B Hurricane Idalia though probably wasn't "big" enough. From the latest Berkshire Beat"  
[X Link](https://x.com/kejca/status/1698079675195547857)  2023-09-02T21:05Z [----] followers, [----] engagements


"Over the past year Berkshire Hathaway trimmed its BYD position by 56%. $BRK.A $BRK.B But as this chart from CNBC shows the pace of sales has slowed (or stopped altogether). "If Berkshire had maintained its [----] selling rate a new filing would have occurred in mid-July.""  
[X Link](https://x.com/kejca/status/1698397843814277585)  2023-09-03T18:09Z [----] followers, [----] engagements


"Buffett at UGA: "Defining your circle of competence is the most important aspect of investing. It's not how large your circle is you don't have to be an expert on everything but knowing where the perimeter is and staying inside of it is all important." $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1698816713599467640)  2023-09-04T21:54Z [----] followers, [----] engagements


".@NeckarValue with a great point here about Warren Buffett's willingness to make a deal when the odds are in his favor. Reminds me of what Buffett said in 1990: "I can go into an emergency ward and write life insurance if you let me charge enough of a premium." $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1699073882593038738)  2023-09-05T14:55Z [----] followers, [----] engagements


"In [----] Warren Buffett topped the Forbes [---] list of richest Americans with a net worth of $8.3 billion. $BRK.A $BRK.B Today over at Kingswell I take a closer look at the principles and philosophies that made it all possible"  
[X Link](https://x.com/anyuser/status/1699133932204171465)  2023-09-05T18:54Z [--] followers, [----] engagements


""If Berkshire does well Im happy. If Berkshire was doing so-so and I was at the top of this list I would not feel good about it. $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1699133934175453202)  2023-09-05T18:54Z [----] followers, [---] engagements


"Warren Buffett sent a written remembrance of the late Jimmy Buffett (no relation) to the WSJ earlier today. $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1699173123965227357)  2023-09-05T21:30Z [----] followers, 31K engagements


"This (and more) will be featured in my weekly Berkshire Hathaway news roundup published every Friday morning. $BRK.A $BRK.B Subscribe (for free) to get future issues delivered straight to your inbox"  
[X Link](https://x.com/kejca/status/1699244180499775916)  2023-09-06T02:12Z [----] followers, [---] engagements


".@gruber on what sets Apple apart from its competitors. Easy to see why Warren Buffett is a big fan of $AAPL. Fits right in with the Berkshire Hathaway ethos. $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1699505981460279489)  2023-09-06T19:32Z [----] followers, [----] engagements


"Berkshire Hathaway will receive $389249 in quarterly dividends from Johnson & Johnson today. A minuscule part of the Berkshire portfolio but money is money. $BRK.A $BRK.B The AAA-rated Dividend King's yield also just crept up over 3% which doesn't happen all that often. $JNJ"  
[X Link](https://x.com/kejca/status/1699742306549535058)  2023-09-07T11:12Z [----] followers, [----] engagements


"Couldnt pass this guy up at the book store today. $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1699823197720396262)  2023-09-07T16:33Z [----] followers, [----] engagements


"Earlier this week I wrote an article on Warren Buffetts Forbes interview from [----] after he was named the richest man in America. $BRK.A $BRK.B And as @rationalwalk says here it's remarkable how consistent Buffett's philosophies and principles have remained over the years"  
[X Link](https://x.com/kejca/status/1699894406785224754)  2023-09-07T21:16Z 11.6K followers, [----] engagements


"It's Friday so you know what that means: a new issue of The Berkshire Beat over at Kingswell. $BRK.A $BRK.B All of the latest Berkshire Hathaway news and must-reads from @DividendGrowth @robkhenderson @LowRiskRules & @morganhousel. Plus how Buffett & Munger read 10-Ks"  
[X Link](https://x.com/kejca/status/1700166296699117851)  2023-09-08T15:16Z [----] followers, [----] engagements


""We want to understand the business better when we get through with the annual report than when we picked it up. That is not difficult for a management to do if they want to do it." $BRK.A $BRK.B Subscribe (for free) at the link"  
[X Link](https://x.com/kejca/status/1700166298020217308)  2023-09-08T15:16Z [----] followers, [---] engagements


"In today's newsletter I dive into what Warren Buffett and Charlie Munger are looking for while reading annual reports. Link in bio. $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1700256655433511377)  2023-09-08T21:15Z [----] followers, 11.4K engagements


"After trailing the benchmark index for most of the year Berkshire Hathaway has finally pulled ahead of the S&P 500's year-to-date total return. (h/t @kingkang80) $BRK.A: +17.64% $BRK.B: +17.56% S&P 500: +17.45% Berkshire on pace for three in a row over the S&P 500"  
[X Link](https://x.com/kejca/status/1700644342870737299)  2023-09-09T22:56Z [----] followers, [----] engagements


"Re-upping this one for the weekend crew. This week's Berkshire Beat features the latest info on BHE x Cove Point Hurricane Idalia the late Jimmy Buffett dividends and BYD. Plus Warren & Charlie on what they look for while reading 10-Ks. Link in next tweet. $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1700905934287954182)  2023-09-10T16:15Z [----] followers, [----] engagements


"Berkshire Hathaway will receive $185.9 million in quarterly dividends from Chevron today. (Assuming of course that Buffett didn't sell more $CVX in the first half of Q3.) Berkshire still owns 6.5% of the oil major a position currently valued at $20.5 billion. $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1701191858008080595)  2023-09-11T11:12Z [----] followers, [----] engagements


"Sneak peek at tomorrow's issue of Kingswell about Warren Buffett's final annual letter to his partners. $BRK.A $BRK.B This letter written in [----] to review his performance over the previous calendar year does not appear in most (or any) collection of Buffett letters"  
[X Link](https://x.com/kejca/status/1701292879182807331)  2023-09-11T17:53Z [----] followers, [----] engagements


"Interesting numbers in today's NYT on iPhone & Apple: - Over 50% marketshare in USA and around 20% worldwide (up from 13% in 2019) - iPhone accounts for 5% of smartphone sales in India - In USA nearly 90% of teenagers own an iPhone $AAPL $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1701303562158915678)  2023-09-11T18:35Z [----] followers, 30.3K engagements


"Berkshire Hathaway closed the day with a market cap of $803.7 billion. According to the WSJ that's a new record for the company topping the previous high from March [----] ($794 billion). $BRK.A $BRK.B Class B shares hit new all-time (intraday) high too"  
[X Link](https://x.com/kejca/status/1701328906442125449)  2023-09-11T20:16Z [----] followers, 21.8K engagements


"This (and more) will be featured in my weekly Berkshire Hathaway news roundup published every Friday morning. $BRK.A $BRK.B Subscribe (for free) to get future issues delivered straight to your inbox"  
[X Link](https://x.com/kejca/status/1701348080153481486)  2023-09-11T21:32Z [----] followers, [---] engagements


"The complete record of Buffett Partnership Ltd. This and more today over at Kingswell as I take a closer look at Warren Buffett's final annual partnership letter before BPL closed down. $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1701601719841665533)  2023-09-12T14:20Z [----] followers, 25.5K engagements


"Buffett: "I have probably been able to utilize my time & energy more effectively than virtually any money manager working with comparable sums. My activity has not been burdened by second-guessing discussing non sequiturs or hand-holding." $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1701601723310342215)  2023-09-12T14:20Z [----] followers, [---] engagements


"Howard Marks: Theres such a thing as the risk of taking too little risk. Most people understand this intellectually but human nature makes it hard for many to accept the idea that the willingness to live with some losses is an essential ingredient in investment success"  
[X Link](https://x.com/kejca/status/1701705260052676747)  2023-09-12T21:12Z [----] followers, [----] engagements


"Another banner day for Berkshire Hathaway. Both Class A and Class B shares hit new all-time (intraday) highs before trailing off a bit in the afternoon. Opening up a bigger YTD lead on S&P [---] too: - $BRK.A: +18.93% - $BRK.B: +19.06% - S&P 500: +17.57%"  
[X Link](https://x.com/kejca/status/1701737607787319578)  2023-09-12T23:20Z [----] followers, [----] engagements


"Occidental Petroleum through its 1PointFive subsidiary agreed to sell [------] metric tons of carbon removal credits to Amazon over the next ten years. These credits will come from the Direct Air Capture (DAC) facility currently being built in Texas. $OXY $AMZN $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1701951542591357090)  2023-09-13T13:30Z [----] followers, 11.4K engagements


"Warren Buffett: In the long term you only have your reputation. When you get to be [--] you get the one you deserve. You can get away with things in the short run but life eventually sorts you out. $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1701991580242956601)  2023-09-13T16:09Z [----] followers, [--] engagements


"Blown away by the incredible support of Kingswell readers 🤯 When I started writing this newsletter in January [----] and sent each issue out to like five people this milestone seemed a million miles away. $BRK.A $BRK.B Thank you from the bottom of my heart 🙏❤"  
[X Link](https://x.com/kejca/status/1702353986664247783)  2023-09-14T16:09Z [----] followers, [----] engagements


"Each Friday I publish a weekly summary of Berkshire Hathaway news. $BRK.A $BRK.B This one includes Berkshire hitting all-time highs selling some HP Charlie Munger on Li Lu and more. Plus must-reads from @DividendGrowth @HowardMarksBook @tomowenmorgan and @rationalwalk"  
[X Link](https://x.com/kejca/status/1702695933425680640)  2023-09-15T14:48Z [----] followers, [----] engagements


""In Buffett parlance the 50th anniversary books intrinsic value is way higher than its $25 sticker price." Subscribe (for free) to get future issues delivered straight to your inbox $BRK.A $BRK.B"  
[X Link](https://x.com/kejca/status/1702695934746935633)  2023-09-15T14:48Z [----] followers, [----] engagements


".@morganhousel: "The most valuable personal finance asset is not needing to impress anyone. A bigger problem than price inflation is expectations inflation: A constant increase in what you need to be satisfied.""  
[X Link](https://x.com/kejca/status/1702751636156981406)  2023-09-15T18:30Z [----] followers, [----] engagements

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