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The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: Blackswanny   😊 😞
Number: of 22354 
Subject: Re: Pabrai Funds
Date: 08/29/23 8:49 AM
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All that aside, what he says in terms of mental models (compounders / spawners etc and investing frameworks / thoughts and ideas are good in my opinion.

I don't clone Superinvestors. I use the lists of buys to generate ideas to review, I then look at the metrics and business models.I only invest in what I'm comfortable with.

I didn't touch Micron, Seritage or Brookfield for example and would not invest in Turkey.

However having reviewed Alibaba and Tencent from his and Mungers discussions I like those companies and invested. I also purchased some Prosus which worked out well. Alibaba is below what I paid (including averaging down) but I really like the company so am happy to hold for a long time despite him selling out, again because I'm comfortable with it.

I don't really care if the particular Super investor has outperformed the market or not overall, I'm just after their ideas so that I can review them through my own framework.

That's also what I like about this board, idea generation... Dollar General is an interesting opportunity for example, but it's still just a retailer and a value play rather than a long term compounder from here IMO.
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This community has written 21,861 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 58 recs · 2023
Summary of 2Q 2026 · 55 recs · 2026
3Q Summary · 53 recs · 2024
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