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| Shrewd'm.com Merry shrewd investors Best Of Macro | Best Of | Favourites & Replies | All Boards | Post of the Week! | How To Invest |
| Author | Board | Recs | Date | |
Jassy Letter | BreckHutHigh | Amazon | 9 | 04/09/26 |
Re: Building Arks | BreckHutHigh | Brookfield Corporation | 3 | 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 |
Satya Nadella | BreckHutHigh | Microsoft | 1 | 01/25/26 |
Recent purchases | BreckHutHigh | Microsoft | 1 | 01/25/26 |
Search: Still Not Dead? | BreckHutHigh | Alphabet | 4 | 01/17/26 |
Huang: "just the beginning " | BreckHutHigh | Nvidia | 2 | 01/12/26 |
Re: Googl/Walmart | BreckHutHigh | Alphabet | 2 | 01/12/26 |
Apple Picks Gemini | BreckHutHigh | Alphabet | 5 | 01/12/26 |
GOOGL/Walmart/Wing | BreckHutHigh | Alphabet | 1 | 01/11/26 |
Googl/Walmart | BreckHutHigh | Alphabet | 2 | 01/11/26 |
Google Finance Upgrade | BreckHutHigh | Alphabet | 3 | 01/08/26 |
Re: OT: American Resilience | BreckHutHigh | Berkshire Hathaway | 6 | 12/31/25 |
OT: American Resilience | BreckHutHigh | Berkshire Hathaway | 14 | 12/30/25 |
Re: Li Liu Interview | BreckHutHigh | Berkshire Hathaway | - | 12/16/25 |
Li Liu Interview | BreckHutHigh | Berkshire Hathaway | 13 | 12/16/25 |
Waymo's Surge | BreckHutHigh | Alphabet | 7 | 12/09/25 |
Waymo Saving Lives | BreckHutHigh | Alphabet | 7 | 12/03/25 |
Alex Karp | BreckHutHigh | Alphabet | 3 | 11/30/25 |
Elon on Google | BreckHutHigh | Alphabet | 4 | 11/30/25 |
Re: A thought about AI | BreckHutHigh | Berkshire Hathaway | 1 | 11/22/25 |
Re: Gemini 3 | BreckHutHigh | Alphabet | 1 | 11/22/25 |
Need More Compute | BreckHutHigh | Alphabet | 5 | 11/21/25 |
Re: A thought about AI | BreckHutHigh | Berkshire Hathaway | 9 | 11/20/25 |
Re: A thought about AI | BreckHutHigh | Berkshire Hathaway | 2 | 11/20/25 |
Re: Big Deal | BreckHutHigh | Brookfield Corporation | 2 | 11/20/25 |
Big Deal | BreckHutHigh | Brookfield Corporation | 1 | 11/19/25 |
Waymo Expanding | BreckHutHigh | Alphabet | 2 | 11/18/25 |
Re: Google | BreckHutHigh | Berkshire Hathaway | 7 | 11/18/25 |
Nadella Interview | BreckHutHigh | Microsoft | 2 | 11/18/25 |
Re: Gemini 3 | BreckHutHigh | Alphabet | 2 | 11/18/25 |
Gemini 3 | BreckHutHigh | Alphabet | 3 | 11/18/25 |
Gemini 3 | BreckHutHigh | Berkshire Hathaway | 3 | 11/18/25 |
Re: Google | BreckHutHigh | Berkshire Hathaway | 23 | 11/18/25 |
Re: 13-F out | BreckHutHigh | Berkshire Hathaway | 20 | 11/17/25 |
Re: New Moonshot! | BreckHutHigh | Alphabet | 1 | 11/05/25 |
Re: 666 Fifth Avenue halloween special | BreckHutHigh | Brookfield Corporation | 3 | 11/05/25 |
Re: Q3 Earnings | BreckHutHigh | Alphabet | 1 | 10/30/25 |
Re: Q3 Earnings | BreckHutHigh | Alphabet | 1 | 10/29/25 |
Bruce Flatt Interview | BreckHutHigh | Brookfield Corporation | 4 | 10/29/25 |
Re: Brookfield /Bloom Energy Partnership | BreckHutHigh | Brookfield Corporation | 5 | 10/29/25 |
Brookfield /Bloom Energy Partnership | BreckHutHigh | Brookfield Corporation | 2 | 10/26/25 |
Measuring the Moat | BreckHutHigh | Berkshire Hathaway | 5 | 10/25/25 |
Cautionary Note on Growing CAPEX | BreckHutHigh | Alphabet | 2 | 10/23/25 |
Re: OT: Reported U.S. Inflation | BreckHutHigh | Berkshire Hathaway | 17 | 10/19/25 |
Sundar Pichai Interview | BreckHutHigh | Alphabet | 2 | 10/18/25 |
Google: The AI Company | BreckHutHigh | Alphabet | 3 | 10/07/25 |
Kai Wu-Buffett's Intangible Moats | BreckHutHigh | Berkshire Hathaway | - | 09/29/25 |
Everyone Has Freedom of Speech... | BreckHutHigh | Alphabet | 2 | 09/24/25 |
Re: o/t, terrific 8 minute interview with Whitney | BreckHutHigh | Berkshire Hathaway | - | 09/23/25 |
Re: Valuation @ $250 | BreckHutHigh | Alphabet | 5 | 09/21/25 |
Re: Google cloud contributes to IV10/price | BreckHutHigh | Manlobbi's Descent | 2 | 09/21/25 |
Re: Google cloud contributes to IV10/price | BreckHutHigh | Manlobbi's Descent | 10 | 09/20/25 |
Beware of Wolves in Sheep's Clothing | BreckHutHigh | Berkshire Hathaway | 3 | 09/20/25 |
Re: "The Art of The Deal" | BreckHutHigh | Berkshire Hathaway | 5 | 09/17/25 |
Re: Buffett and Dimon should call Becky, today, | BreckHutHigh | Berkshire Hathaway | 3 | 09/17/25 |
Lyft/Waymo Partnership | BreckHutHigh | Alphabet | 2 | 09/17/25 |
Re: Buffett and Dimon should call Becky, today, | BreckHutHigh | Berkshire Hathaway | 5 | 09/17/25 |
Re: Investor Day September 2025 | BreckHutHigh | Brookfield Corporation | 5 | 09/15/25 |
Re: Kurian on Cloud Growth | BreckHutHigh | Alphabet | 2 | 09/10/25 |
Re: Judge's Ruling | BreckHutHigh | Alphabet | 1 | 09/03/25 |
Re: Brk up again, does anyone have a clue | BreckHutHigh | Berkshire Hathaway | 4 | 08/29/25 |
Re: Antitrust - Search | BreckHutHigh | Alphabet | 2 | 08/28/25 |
Re: Wind & Solar | BreckHutHigh | Berkshire Hathaway | 2 | 08/27/25 |
Re: Wind & Solar | BreckHutHigh | Berkshire Hathaway | 4 | 08/25/25 |
Re: Wind & Solar | BreckHutHigh | Berkshire Hathaway | 2 | 08/25/25 |
Re: Trump | BreckHutHigh | US Policy | 12 | 08/25/25 |
Re: Will the Sexy Six Strut or Stumble? | BreckHutHigh | Alphabet | 3 | 08/21/25 |
The Stock Market’s Berkshire Problem | BreckHutHigh | Berkshire Hathaway | 2 | 08/21/25 |
Re: OT(-ish): Howard Marks memo | BreckHutHigh | Berkshire Hathaway | 8 | 08/14/25 |
AI use Case for GEICO | BreckHutHigh | Berkshire Hathaway | 10 | 08/10/25 |
Gregg Warren | BreckHutHigh | Berkshire Hathaway | 13 | 08/10/25 |
Re: AI helping, not hurting search.. | BreckHutHigh | Alphabet | 2 | 08/09/25 |
AI helping, not hurting search.. | BreckHutHigh | Alphabet | 5 | 08/07/25 |
Re: Smead Capital sells out of BRK | BreckHutHigh | Berkshire Hathaway | - | 08/04/25 |
Re: The clown show has come for the data | BreckHutHigh | Berkshire Hathaway | 8 | 08/01/25 |
Re: Earnings | BreckHutHigh | Microsoft | 2 | 07/30/25 |
Re: "The Art of The Deal" | BreckHutHigh | Berkshire Hathaway | 6 | 07/28/25 |
Smead Capital sells out of BRK | BreckHutHigh | Berkshire Hathaway | - | 07/27/25 |
Re: "The Art of The Deal" | BreckHutHigh | Berkshire Hathaway | 4 | 07/27/25 |
Re: Wall Street Journal Front Page | BreckHutHigh | Berkshire Hathaway | 2 | 07/27/25 |