Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of BRK.ABest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of BRK.ABest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd


The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
Answer this questionContinue to Shrewd'mThis note won't appear again
Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
Unthreaded | Threaded | Whole Thread (2) |
Author: BreckHutHigh   😊 😞
Number: of 21944 
Subject: Kai Wu-Buffett's Intangible Moats
Date: 09/29/25 1:40 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 0
Executive Summary

Warren Buffett is often mischaracterized as an old-school value investor in the mold of Ben Graham. In reality, he long ago evolved beyond Grahamʼs focus on tangible book value – instead favoring asset-light businesses with wide intangible moats (e.g., Coca-Cola and Apple). Buffettʼs long-term success is largely driven by systematic exposure to two key factors: Intangible Value and Quality. While there will never be another Buffett, his philosophy can be distilled into a simple, rules-based strategy – one that can be implemented using long-only factor building blocks and applied across a broader opportunity set than Berkshire itself can access today.


blog.sparklinecapital.com - Sparkline buffett
Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to BreckHutHigh here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 21,448 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 57 recs · 2023
Summary of 2Q 2026 · 54 recs · 2026
3Q Summary · 53 recs · 2024
Unthreaded | Threaded | Whole Thread (2) |


Announcements
Berkshire Hathaway FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community