Kingswell

Kingswell

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Long-term investing lessons from Buffett/Munger and other greats; curation and commentary.

The Berkshire Beat: April 24, 2026
NewsApr 24, 2026

The Berkshire Beat: April 24, 2026

Greg Abel’s first 100 days as Berkshire Hathaway CEO have been marked by decisive portfolio reshuffling, including the liquidation of all stocks managed by Todd Combs and leaving Ted Weschler with roughly six percent of holdings. Abel is also tightening...

By Kingswell
The Uncommon Sense of Jim Weber: How Saying No Built a Billion-Dollar Brand at Brooks
NewsApr 14, 2026

The Uncommon Sense of Jim Weber: How Saying No Built a Billion-Dollar Brand at Brooks

Jim Weber assumed leadership of Brooks Sports in 2001 when the company was cash‑negative, heavily indebted, and irrelevant to serious runners. He stripped the brand down to its core, abandoning most product categories and betting on a singular purpose‑driven running‑shoe...

By Kingswell
Succeeding the GOAT: What Greg Abel Can Learn From Tim Cook
NewsApr 7, 2026

Succeeding the GOAT: What Greg Abel Can Learn From Tim Cook

Apple marked its 50th anniversary while Berkshire Hathaway celebrated its biggest holding, Apple, as a testament to Warren Buffett’s legacy. The article draws parallels between Tim Cook’s transition after Steve Jobs and Greg Abel’s upcoming succession of Buffett, highlighting how...

By Kingswell
Howard Marks & The Foundational Elements of Intelligent Investment
NewsMar 30, 2026

Howard Marks & The Foundational Elements of Intelligent Investment

Howard Marks, co‑founder of Oaktree Capital, delivered a one‑hour presentation in Sag Harbor outlining what he calls the three foundational elements of intelligent investing. He revisited the Efficient Market Hypothesis, explained how investor psychology and risk aversion shape market cycles,...

By Kingswell
The Berkshire Beat: February 27, 2026
NewsFeb 27, 2026

The Berkshire Beat: February 27, 2026

Greg Abel, Berkshire Hathaway’s new CEO, will publish his inaugural letter to shareholders alongside the 2026 annual report tomorrow, marking a symbolic handoff from Warren Buffett. Analyst Christopher Bloomstran estimates Berkshire’s intrinsic value grew 9.3% in 2025, reaching $1.23 trillion, or...

By Kingswell
The Berkshire Beat: February 20, 2026
NewsFeb 20, 2026

The Berkshire Beat: February 20, 2026

Peter Lynch sat down for a reflective interview, reiterating his “invest in what you understand” mantra, while Berkshire Hathaway released its final 13‑F of the Warren Buffett era, showing modest portfolio tweaks—adding Chevron and Domino’s, trimming Apple and Bank of...

By Kingswell
The Eternity of Intelligent Investment
NewsFeb 18, 2026

The Eternity of Intelligent Investment

Benjamin Graham taught that investing success hinges on a proper psychological attitude, famously quoting Spinoza’s “sub specie aeternitatis” to stress an eternal perspective. The lesson, recalled by his disciple Marshall Weinberg, urges investors to detach from daily market noise and...

By Kingswell
Uncommon Sense: Warren Buffett in Milan
NewsFeb 9, 2026

Uncommon Sense: Warren Buffett in Milan

In May 2008 Warren Buffett concluded a four‑day European roadshow in Milan, where he fielded questions from MBA students about investing, management, and life. The trip was part of Berkshire Hathaway’s hunt for family‑owned businesses to add to its decentralized...

By Kingswell