Buffett’s Apple (AAPL) purchase is often called one of his greatest bets ever. It checked every box of his investing philosophy while delivering extraordinary absolute returns. Berkshire started buying in Q1 2016 when Apple traded at around $25 (split adjusted). The investment alone accounts for over 40%
The Vanguard Extended Market Index Fund (VEXAX) and its ETF counterpart VXF are widely used products with nearly $100 billion in combined assets. Both are market cap–weighted and track the S&P Completion Index. At first glance, the S&P Completion Index looks appealing: it represents every U.S. stock
Berkshire Hathaway’s stock often plays a unique role in markets. Like gold, it can act as a safe haven: when investors get nervous, they shift into Berkshire, trusting Warren Buffett’s ability to seize opportunities in downturns — just as he did in 2008 by buying distressed assets
Much as I’d love to follow Peter Lynch’s advice and invest in companies I love as a consumer, it becomes significantly harder when those companies are trading at sky-high valuations. One such company is Costco—a fan favorite for many of us, whether for its bulk bargains or
What Are Secondary PE Funds? Secondary private equity funds—commonly referred to as PE secondaries—acquire interests in existing private equity funds or portfolios. Rather than participating in new (primary) fundraises, they purchase stakes from current investors such as Limited Partners (LPs) or through GP-led restructurings, often at a
Barry Ritholtz’s book, How Not to Invest, offers a compelling exploration of common investment mistakes. His central thesis is that by simply avoiding unforced errors, investors can dramatically improve their outcomes. While the principles of public market investing are well-documented—if not always easy to follow—private markets remain
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