Capitalist Letters

Capitalist Letters

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Capitalist Letters
Capitalist Letters
Chubb: Why You Shouldn't Follow Buffett?
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Chubb: Why You Shouldn't Follow Buffett?

Buffett had previously asked for a preferential treatment from SEC not to disclose a position he was slowly accumulated. He disclosed it in Berkshire's latest 13-F filing.

Oguz Erkan's avatar
Oguz Erkan
May 19, 2024
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Capitalist Letters
Capitalist Letters
Chubb: Why You Shouldn't Follow Buffett?
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If you asked me to summarize Warren Buffett’s investment philosophy in a phrase, it would be: Circle of Competence.

He made this clear many times, he only looks at the companies in his circle of competence.

He likes to explain this concept by drawing a similarity between baseball pitches and investment opportunities👇

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