Shrewd'm: A Merry and Shrewd Investing Research and Education Community

100 most recent posts by BreckHutHigh⎊Shrewdness 3

	Author	Board	Recs	Date
Re: Affair with a Chines Spy? Oh My!	BreckHutHigh	Nvidia	-	11/10/26
Re: Affair with a Chines Spy? Oh My!	BreckHutHigh	Nvidia	-	11/10/26
Affair with a Chines Spy? Oh My!	BreckHutHigh	Nvidia	-	11/09/26
Baron Interview of Musk	BreckHutHigh	Space Exploration Technologies	-	11/06/26
Re: o/t, but I started the spcx thread here,	BreckHutHigh	Berkshire Hathaway	6	11/03/26
Gemini 4 Carbon	BreckHutHigh	Alphabet	-	11/03/26
Jassy Interview	BreckHutHigh	Amazon	4	10/24/26
Re: Gifting from Warren	BreckHutHigh	Berkshire Hathaway	2	10/21/26
Q3 2026 Financial and Operational Results	BreckHutHigh	Space Exploration Technologies	-	10/21/26
Re: 2026 BN Investor Day	BreckHutHigh	Brookfield Corporation	3	10/20/26
Re: Topicus: Not Constellation	BreckHutHigh	Non-US Stocks	1	10/06/26
Re: Gemini a better model than most think?	BreckHutHigh	Alphabet	3	09/30/26
Re: Kara Swisher and Scott Galloway	BreckHutHigh	Berkshire Hathaway	7	09/30/26
Re: 2026 BN Investor Day	BreckHutHigh	Brookfield Corporation	9	09/27/26
Re: OT - new Howard Marks letter	BreckHutHigh	Berkshire Hathaway	7	09/22/26
Re: OT - new Howard Marks letter	BreckHutHigh	Berkshire Hathaway	3	09/22/26
Gemini a better model than most think?	BreckHutHigh	Alphabet	3	09/19/26
OT:Hyperscaler Capex Returns	BreckHutHigh	Berkshire Hathaway	4	09/18/26
OT: Brooks Running	BreckHutHigh	Berkshire Hathaway	8	09/12/26
B 200	BreckHutHigh	Nvidia	-	09/07/26
H100	BreckHutHigh	Nvidia	-	09/07/26
Chip Diplomacy	BreckHutHigh	Nvidia	-	09/05/26
Re: Crying Face?	BreckHutHigh	Nvidia	-	09/03/26
Spreadsheet Jockeys	BreckHutHigh	Nvidia	-	08/27/26
Re: Post Earnings	BreckHutHigh	Nvidia	-	08/27/26
Satya on Hyperscaler ROIC	BreckHutHigh	Microsoft	1	08/18/26
Re: 13F	BreckHutHigh	Berkshire Hathaway	1	08/14/26
BRK's GOOG(L) Position	BreckHutHigh	Alphabet	4	08/14/26
Coreweave CEO	BreckHutHigh	Nvidia	1	08/13/26
Re: Jassy on AI infrastructure economics	BreckHutHigh	Alphabet	3	08/13/26
Re: Jassy on AI infrastructure economics	BreckHutHigh	Alphabet	6	08/11/26
AI Slop Summary of Q2	BreckHutHigh	Berkshire Hathaway	4	08/08/26
OXY Report	BreckHutHigh	Berkshire Hathaway	12	08/07/26
Re: Jassy on AI infrastructure economics	BreckHutHigh	Amazon	2	08/06/26
1st Earnings Call	BreckHutHigh	Space Exploration Technologies	-	08/05/26
Re: Jassy on AI infrastructure economics	BreckHutHigh	Berkshire Hathaway	-	08/04/26
Re: Jassy on AI infrastructure economics	BreckHutHigh	Berkshire Hathaway	6	08/04/26
Gavin Baker on SpaceX	BreckHutHigh	Space Exploration Technologies	-	08/04/26
Re: Jassy on AI infrastructure economics	BreckHutHigh	Berkshire Hathaway	1	08/04/26
Re: Jassy on AI infrastructure economics	BreckHutHigh	Alphabet	4	08/02/26
Re: Jassy on AI infrastructure economics	BreckHutHigh	Amazon	3	08/02/26
Re: Jassy on AI infrastructure economics	BreckHutHigh	Berkshire Hathaway	1	07/31/26
Jassy on AI infrastructure economics	BreckHutHigh	Berkshire Hathaway	11	07/31/26
Jassy on AI infrastructure economics	BreckHutHigh	Amazon	3	07/31/26
Jassy on AI infrastructure economics	BreckHutHigh	Alphabet	3	07/31/26
Buffett behind GOOG(L) Purchase	BreckHutHigh	Alphabet	3	07/16/26
Re: Warren initiated the GOOG position	BreckHutHigh	Berkshire Hathaway	1	07/16/26
Re: Brk in big deal with goog.	BreckHutHigh	Berkshire Hathaway	2	06/07/26
Re: Investor Presentation June 3	BreckHutHigh	Alphabet	3	06/05/26
Satya Nadella Interview...	BreckHutHigh	Microsoft	-	06/04/26
Alphabet Investor Presentation	BreckHutHigh	Berkshire Hathaway	8	06/03/26
Investor Presentation June 3	BreckHutHigh	Alphabet	4	06/03/26
Ben Thompson	BreckHutHigh	Berkshire Hathaway	1	06/02/26
Ben Thompson	BreckHutHigh	Alphabet	3	06/02/26
Re: Make Berkshire Compound Again!	BreckHutHigh	Berkshire Hathaway	10	06/02/26
Re: Make Berkshire Compound Again!	BreckHutHigh	Berkshire Hathaway	5	06/02/26
Re: Brk in big deal with goog.	BreckHutHigh	Berkshire Hathaway	2	06/01/26
BRK buys $10B more GOOG(L)	BreckHutHigh	Alphabet	1	06/01/26
Re: Brk in big deal with goog.	BreckHutHigh	Berkshire Hathaway	4	06/01/26
Re: CDS and hyperscaler lending	BreckHutHigh	Berkshire Hathaway	-	05/25/26
Re: CDS and hyperscaler lending	BreckHutHigh	Berkshire Hathaway	3	05/24/26
Re: Building Arks	BreckHutHigh	Brookfield Corporation	7	05/22/26
Peter Diamandis - GOOGL I/O	BreckHutHigh	Alphabet	3	05/21/26
Vitaliy Katsenelson on Abel	BreckHutHigh	Berkshire Hathaway	6	05/21/26
Bought More @ $219.6	BreckHutHigh	Nvidia	-	05/21/26
Post Earnings	BreckHutHigh	Nvidia	-	05/21/26
Re: brk, increasing demand for the common	BreckHutHigh	Berkshire Hathaway	1	05/21/26
Re: Bought Alphabet, NYT, Lennar	BreckHutHigh	Berkshire Hathaway	-	05/15/26
Re: Bought Alphabet, NYT, Lennar	BreckHutHigh	Berkshire Hathaway	1	05/15/26
BRK adds GOOGL	BreckHutHigh	Alphabet	3	05/15/26
New Position for Ackman	BreckHutHigh	Microsoft	-	05/15/26
Re: Paul Tudor Jones	BreckHutHigh	Berkshire Hathaway	2	05/07/26
Re: Buying opportunity?	BreckHutHigh	Fairfax Financial	1	05/02/26
Re: Valuation	BreckHutHigh	Alphabet	6	04/30/26
Re: YouTube and Sirius XM	BreckHutHigh	Alphabet	1	04/30/26
Re: ADP	BreckHutHigh	Falling Knives	3	04/29/26
Paul Tudor Jones	BreckHutHigh	Berkshire Hathaway	7	04/28/26
Re: ADP	BreckHutHigh	Falling Knives	2	04/27/26
Jassy Letter	BreckHutHigh	Amazon	9	04/09/26
Re: Building Arks	BreckHutHigh	Brookfield Corporation	4	04/08/26
Sundar Interview	BreckHutHigh	Alphabet	4	04/07/26
Dimon Letter	BreckHutHigh	Berkshire Hathaway	3	04/06/26
Waymo Update	BreckHutHigh	Alphabet	5	04/04/26
The Great GPU Shortage	BreckHutHigh	Nvidia	-	04/02/26
Bought More @ $179.4	BreckHutHigh	Nvidia	-	03/19/26
Re: Building Arks	BreckHutHigh	Brookfield Corporation	3	03/19/26
Re: Investor AB	BreckHutHigh	Non-US Stocks	1	03/12/26
$1.9 Trillion in 10 Years	BreckHutHigh	Alphabet	2	03/07/26
Building Arks	BreckHutHigh	Brookfield Corporation	2	02/26/26
Re: OT mostly: forevers	BreckHutHigh	Berkshire Hathaway	3	02/24/26
Bought More @ $198.55	BreckHutHigh	Amazon	-	02/17/26
In Huang We Trust	BreckHutHigh	Nvidia	-	02/17/26
Bought More Today @ $180	BreckHutHigh	Nvidia	-	02/17/26
Bought more @192.08	BreckHutHigh	Nvidia	1	02/10/26
Re: Bought $202	BreckHutHigh	Amazon	1	02/07/26
Re: Earnings	BreckHutHigh	Alphabet	3	02/04/26
Re: Maia 200 Chip	BreckHutHigh	Microsoft	-	01/27/26
Re: Earnings Preview	BreckHutHigh	Alphabet	2	01/26/26
Re: Recent purchases	BreckHutHigh	Microsoft	-	01/26/26
Re: Recent purchases	BreckHutHigh	Microsoft	-	01/26/26

Go further back!