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Becoming Berkshire

Becoming Berkshire

De: The Weekend Investor
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I am on a journey to document the history of Berkshire Hathaway, along with the stories of Warren Buffett and Charlie Munger. This journey began on December 12, 1962, when the Buffett Partnership started purchasing shares of a struggling textile company located in New Bedford, Massachusetts, at a price of $7.50 per share. I am sharing a podcast version of my Substack using Notebook LM.The Weekend Investor Economía Finanzas Personales
Episodios
  • 1969: Warren Buffett Retires
    Jul 28 2025

    In 1969, Warren Buffett retired from managing money and dissolved his partnership, shifting his focus more towards Berkshire Hathaway. This decision occurred during a period of significant economic change marked by the onset of "stagflation" and sharp drawdowns for "high-flying go-go stocks", as Buffett found the investing environment increasingly "negative and frustrating" and struggled to find new opportunities that aligned with his investment style. Throughout his partnership, Buffett consistently followed fundamentalist investment principles, focusing on basic value, a margin of safety, and avoiding "glamour stocks" or "concept companies," a disciplined approach that contrasted sharply with the speculative market of the late 1960s.


    https://open.substack.com/pub/theweekendinvestor/p/becoming-berkshire-1969-part-1-buffett?r=21sroa&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false

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    40 m
  • 1968: Sun Newspaper & Blacker Printing Company
    Jul 28 2025

    1968 was a year of profound upheaval for the United States and Wall Street, marked by assassinations, widespread social unrest, and a "back-office crisis" that overwhelmed manual trading systems. Amidst this national and financial turmoil, Warren Buffett's disciplined partnership delivered an impressive 45% return, significantly outperforming the modest gains of the Dow Jones. This strategic steadfastness was exemplified by Berkshire Hathaway's acquisition of Sun Newspaper and Blacker Printing Company, showcasing Buffett's ability to thrive when the world seemed to be crumbling.



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    43 m
  • 1967: National Indemnity
    Jul 27 2025

    Welcome to episode 11, where we delve into the transformative 1967 acquisition of National Indemnity (NICO) by Berkshire Hathaway for $8.6 million. This pivotal move marked Berkshire's strategic shift from its struggling textile operations, which Warren Buffett was actively shrinking due to mounting costs and competition. The acquisition was fundamentally driven by the significant "float" NICO provided, offering Berkshire valuable, deployable capital and laying the groundwork for its future as a powerful insurance conglomerate.


    https://open.substack.com/pub/theweekendinvestor/p/becoming-berkshire-1967-national?r=21sroa&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false

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    44 m
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