Subject: Re: Bloomstran annual letter is out
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).


I skimmed through the letter. Yes it isn't just about Berkshire, but it is the only company he talks about other than macro level topics. And Berkshire gets a ton of ink.

As they say "to each his own". I have no problem if you find it useful, it's just not my cup of tea.