The B Files
Practicing continuous learning by studying the ways of the Berkshire Hathaway portfolio companies
The Portfolio:
"Berkshire's portfolio is often reduced to a list of tickers. Here, I dig into the wholly owned businesses themselves — what they actually do, why Buffett and his team chose them, and what their performance can teach us about patient, value-driven investing. This is where I share what I'm learning as I study each holding, one company at a time."
The People:
"Behind every wholly owned portfolio company are the people running it — CEOs, founders, and leadership teams whose decisions shape the numbers. This page is about putting faces and philosophies to the businesses: who leads them, how they think, and what their track record tells us about the kind of leadership Berkshire bets on."
The Relations:
"Great businesses don't exist in isolation — they're built on relationships with the customers and partners who depend on them. Here I explore the key customer relationships behind each wholly owned portfolio company: what makes them durable, why they matter to the business model, and what they reveal about long-term competitive advantage."