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
Private equity (PE) is an investment strategy that appeals to high-net-worth individuals and institutional investors alike. However, not all PE funds are structured the same way. Two primary types of private equity funds—closed-end funds and the newer open-ended, evergreen funds—are gaining attention, especially among wealth advisors and private investors.
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