No. of Recommendations: 6
Perhaps I am an outlier here but I don't think Bloomstran's 200 page analysis of Berkshire adds much to one's understanding of the company beyond what can be obtained by reading the quarterly & annual reports.
You are an outlier from my perspective, but I'm only one guy here! 😀
But I'm not sure you've read his letter if you think it's entirely about Berkshire. Reminds me of Joe Morgan poo-pooing Moneyball without having read it, apologies if I misunderstood you. There's a lot more in it than Berkshire, and all enlightening (including much of the Berkshire portion).
