# hathaway (audio feeds) — RSS Amplifier Recent posts from the 2 feeds in the RSS Amplifier directory that cover hathaway. Page: Feed: --- ## [30 Lessons at 30](https://aletteraday.substack.com/p/30-lessons-at-30) _2026-08-08 · Kevin Gee · A Letter a Day_ This year, I’ve received a lot of outreach from investors leaving their firms to start their own—many times more than any other outreach I get. ## [Episode 6: Episode 6: The 1965 Buffett Partnership Letter ; The 12½-Cent Takeover](https://becomingberkshire.substack.com/p/episode-6-episode-6-the-1965-buffett-ca6) _2026-08-06 · Becoming Berkshire · Becoming Berkshire_ In Episode 6, I revisit Warren Buffett’s 1965 partnership letter and the year he took control of Berkshire Hathaway. [Listen](https://api.substack.com/feed/podcast/210092491/9054f51d316426c58decda267936957b.mp3) ## [Hochschild, Kohn & Co.](https://becomingberkshire.substack.com/p/hochschild-kohn-and-co) _2026-08-05 · Becoming Berkshire · Becoming Berkshire_ Issue #51 | Buffett and Munger’s First Investment Together, and the Cost of Buying a Second-Class Business at a Third-Class Price ## [Letter #339: Oscar Hattink (2026)](https://aletteraday.substack.com/p/letter-339-oscar-hattink-2026) _2026-08-04 · Kevin Gee · A Letter a Day_ Founder of BlueDrive Global and Partner at TCI and Theleme | Closing Investor Letter ## [Inside the 1978 Capital Cities Annual Report](https://becomingberkshire.substack.com/p/inside-the-1978-capital-cities-annual) _2026-07-31 · Becoming Berkshire · Becoming Berkshire_ Issue #50 | 1978: A Deep Dive into the Capital Cities 10-K ## [Letter #338: Mala Gaonkar and Nicolai Tangen (2026)](https://aletteraday.substack.com/p/letter-338-mala-gaonkar-and-nicolai) _2026-07-29 · Kevin Gee · A Letter a Day_ Founder of SurgoCap Partners & PM at Lone Pine Capital and CEO of Norges Bank Investment Management | In Good Company Podcast ## [From the Archives: Buffett’s Playbook Meets Berkshire’s Cigar Butt](https://becomingberkshire.substack.com/p/from-the-archives-buffetts-playbook) _2026-07-19 · Becoming Berkshire · Becoming Berkshire_ I first sent this 1963 issue to about 50 readers. Now it’s updated with Buffett’s partnership letter and Berkshire’s 1963 annual report. ## [Episode 5: The 1964 Buffett Partnership Letter](https://becomingberkshire.substack.com/p/episode-5-the-1964-buffett-partnership-d73) _2026-07-19 · Becoming Berkshire · Becoming Berkshire_ In Episode 5 of Becoming Berkshire, we look at Warren Buffett’s 1964 Partnership Letter and Berkshire Hathaway’s 1964 annual report. [Listen](https://api.substack.com/feed/podcast/207627297/0e809dedf92a763618ad1a0525b0d01c.mp3) ## [Capital Cities](https://becomingberkshire.substack.com/p/tom-murphy-and-capital-cities-the) _2026-07-15 · Becoming Berkshire · Becoming Berkshire_ Issue #49: 1977 - How Tom Murphy and Dan Burke Built One of the Greatest Media Compounders of the 20th Century ## [Letter #337: Angela Aldrich, Michael Mauboussin, and Tano Santos](https://aletteraday.substack.com/p/letter-337-angela-aldrich-michael) _2026-07-14 · Kevin Gee · A Letter a Day_ Bayberry Capital Founder, Counterpoint Global Head of Consilient Research, and Columbia Business School Professor of Asset Management and Pricing | Developing A Differentiated View ## [Open directory of blogs for agents (Sponsored)](https://crawlproof.com/a/0PsLZFubQIx1) _2026-07-14 · **Sponsored**_ Submit URLs or OPML; receive feed pages with summaries, plus JSON/OPML/plain text ## [From the Archives: The $7.50 Mistake That Built Berkshire Hathaway](https://becomingberkshire.substack.com/p/from-the-archives-the-750-mistake) _2026-07-12 · Becoming Berkshire · Becoming Berkshire_ Originally published October 10, 2023 | Issue 3: 1962 ## [The Document](https://aletteraday.substack.com/p/the-document) _2026-07-10 · Kevin Gee · A Letter a Day_ by Ella Papanek | Multi-agent (psycho)analysis of 10yrs of my life. ## [Letter #336: Alex Karp (2026)](https://aletteraday.substack.com/p/letter-336-alex-karp-2026) _2026-07-06 · Kevin Gee · A Letter a Day_ Palantir Co-Founder & CEO | Frontier vs Open AI ## [Episode 4: Buffett’s 1963 American Express Bet](https://becomingberkshire.substack.com/p/episode-4-buffetts-1963-american-702) _2026-07-04 · Becoming Berkshire · Becoming Berkshire_ In Episode 4 of Becoming Berkshire, we are still in 1963. [Listen](https://api.substack.com/feed/podcast/205460841/2c2958a3501bab8a122b87860f17a511.mp3) ## [Letter #335: Peter Kagan, David Foley, and Zach Schreiber (2015)](https://aletteraday.substack.com/p/letter-335-peter-kagan-david-foley) _2026-06-29 · Kevin Gee · A Letter a Day_ Warburg Pincus Energy MD, Blackstone Energy CEO, and Point State Capital Chairman & CIO | Financing our Energy Future ## [Episode 3: 1963, The Two Stories Meet](https://becomingberkshire.substack.com/p/episode-3-1963-the-two-stories-meet-850) _2026-06-29 · Becoming Berkshire · Becoming Berkshire_ In Episode 3 of Becoming Berkshire, we enter 1963, the year Buffett’s partnership letter and Berkshire Hathaway’s annual report start to feel like two parts of the same story. [Listen](https://api.substack.com/feed/podcast/205460842/423d18509956f8057bbabb96b0d4dd05.mp3) ## [1962: Berkshire Hathaway’s Annual Report](https://becomingberkshire.substack.com/p/1962-berkshire-hathaways-annual-report-2d8) _2026-06-27 · Becoming Berkshire · Becoming Berkshire_ In 1962, Warren Buffett began buying shares of Berkshire Hathaway, a struggling New England textile mill selling far below book value. [Listen](https://api.substack.com/feed/podcast/205460843/db0bd3ad7bdf6a595ad7becc91984863.mp3) ## [1962: Buffett’s Partnership Letter](https://becomingberkshire.substack.com/p/1962-buffetts-partnership-letter-24e) _2026-06-27 · Becoming Berkshire · Becoming Berkshire_ In this episode, we look at Warren Buffett’s 1962 partnership letter and the early framework behind his investing style. [Listen](https://api.substack.com/feed/podcast/205460844/f1ce13bba4dd8b46a64110b33acdfe2b.mp3) ## [The Structural Case for Open-Source AI](https://aletteraday.substack.com/p/the-structural-case-for-open-source) _2026-06-26 · Kevin Gee · A Letter a Day_ Why Open-Source AI is overdetermined ## [Letter #334: Deven Parekh (2025)](https://aletteraday.substack.com/p/letter-334-deven-parekh-2025) _2026-06-25 · Kevin Gee · A Letter a Day_ Insight Partners Managing Director | 30 Years of Insight Partners ## [Real SIMs for AI Agents (Sponsored)](https://crawlproof.com/a/JKonyFrgejVn) _2026-06-25 · **Sponsored**_ Pass 2FA and verifications with real carrier numbers via our API. ## [For the First Time in Forever : Disney ($DIS)](https://becomingberkshire.substack.com/p/for-the-first-time-in-forever-disneydis) _2026-06-18 · Becoming Berkshire · Becoming Berkshire_ What Disney’s 2025 10-K reveals about streaming profitability, record operating cash flow, and a company that may finally be turning the corner ## [SpaceX is building a planetary starter kit](https://aletteraday.substack.com/p/spacex-is-building-a-planetary-starter) _2026-06-16 · Kevin Gee · A Letter a Day_ What if everything goes right? ## [Letter #333: Luca Ferrari (2026)](https://aletteraday.substack.com/p/letter-333-luca-ferrari-2026) _2026-06-10 · Kevin Gee · A Letter a Day_ Bending Spoons Cofounder & CEO | S-1 Letter from the Team ## [Berkshire Hathaway 1977: A New Hope](https://becomingberkshire.substack.com/p/berkshire-hathaway-1977-a-new-hope) _2026-06-10 · Becoming Berkshire · Becoming Berkshire_ Issue 48| Buffett’s 1977 letter shows how operating earnings, disciplined underwriting, and marketable securities began to power Berkshire’s transformation. ## [Alphabet is Berkshire Hathaway 2.0](https://aletteraday.substack.com/p/alphabet-is-berkshire-hathaway-20) _2026-06-06 · Kevin Gee · A Letter a Day_ Earlier this week, Alphabet announced Berkshire Hathaway was investing $10bn in a private placement as part of a larger $80bn equity capital raise to expand AI infrastructure and compute. ## [Letter #332: Alex Sacerdote and Leon Shaulov (2026)](https://aletteraday.substack.com/p/letter-332-alex-sacerdote-and-leon) _2026-06-04 · Kevin Gee · A Letter a Day_ Founder of Whale Rock and Founder of Maplelane Capital | Intelligence as Infrastructure: How AI is Rewiring the Economy ## [Can the Market Absorb Three Trillion-Dollar IPOs?](https://aletteraday.substack.com/p/can-the-market-absorb-three-trillion) _2026-05-26 · Kevin Gee · A Letter a Day_ A memo on the upcoming mega IPOs ## [Inside Exxon’s Empire: ($XOM)](https://becomingberkshire.substack.com/p/inside-exxons-empire-xom) _2026-05-25 · Becoming Berkshire · Becoming Berkshire_ Reviewing ExxonMobil’s 2025 10-K to understand how one of the world’s largest energy companies actually makes money. ## [The Buffalo Evening News](https://becomingberkshire.substack.com/p/the-buffalo-evening-news) _2026-05-20 · Becoming Berkshire · Becoming Berkshire_ Issue 47| 1977 -Why Buffett and Munger paid up for the Buffalo Evening News and why the Sunday edition became one of his hardest early business fights. ## [Letter #331: Red Emmerson (2019)](https://aletteraday.substack.com/p/letter-305-red-emmerson-2019) _2026-05-19 · Kevin Gee · A Letter a Day_ Founder of Sierra Pacific Industries | Ready for the Next Big Thing ## [Refer a Friend, Earn Rewards (Sponsored)](https://crawlproof.com/a/ZWX9bUe0wQNE) _2026-05-19 · **Sponsored**_ Earn rewards when friends get the Graphite Business Card through your referral. ## [AI Isn't Coming for Your Mind. It's Coming Through It.](https://aletteraday.substack.com/p/ai-isnt-coming-for-your-mind-its) _2026-05-14 · Kevin Gee · A Letter a Day_ Last week, I saw the following tweet from Anthropic: ## [Letter #330: Ken Griffin, Robyn Grew, Michael O'Leary, and David Rubenstein (2026)](https://aletteraday.substack.com/p/letter-330-ken-griffin-robyn-grew) _2026-05-13 · Kevin Gee · A Letter a Day_ Citadel Founder, Man Group CEO, Ryanair CEO, and Carlyle Founder | Leading with Vision and Resilience ## [Letter #329: Paula Volent and Malin Norberg (2024)](https://aletteraday.substack.com/p/letter-314-paula-volent-and-malin) _2026-05-07 · Kevin Gee · A Letter a Day_ Rockefeller University CIO and Norges Bank CIO Market Strategies | Allocating in a Volatile World ## [Letter #328: Greg Abel (2026)](https://aletteraday.substack.com/p/letter-328-greg-abel-2026) _2026-04-28 · Kevin Gee · A Letter a Day_ CEO of Berkshire Hathaway | First annual shareholder letter ## [From Qwikster to Cash Flow Machine: Netflix ($NFLX)](https://becomingberkshire.substack.com/p/from-qwikster-to-cash-flow-machine) _2026-04-28 · Becoming Berkshire · Becoming Berkshire_ A 2025 10-K Review of Netflix’s transformation into a global profit machine ## [Letter #327: John Ternus (2024)](https://aletteraday.substack.com/p/letter-327-john-ternus-2024) _2026-04-21 · Kevin Gee · A Letter a Day_ Incoming Apple CEO | 2024 Penn Engineering Commencement Speech ## [Charlie Munger’s 1977 Blueprint for Berkshire](https://becomingberkshire.substack.com/p/before-berkshire-was-berkshire-the) _2026-04-06 · Becoming Berkshire · Becoming Berkshire_ Charlie Munger’s 1977 Blue Chip Stamps letter reads like an early blueprint for Berkshire. See’s, Wesco, float, and the strange little holding company that helped shape Buffett’s empire. ## [Start Here: Your Guide to Becoming Berkshire](https://becomingberkshire.substack.com/p/start-here-your-guide-to-becoming) _2026-03-31 · Becoming Berkshire · Becoming Berkshire_ Where to start, what I write about, and the best posts to read first ## [The YouTube of Video Games? Roblox ($RBLX)](https://becomingberkshire.substack.com/p/roblox-the-youtube-of-video-games) _2026-03-22 · Becoming Berkshire · Becoming Berkshire_ A 10-K deep dive into Robux, deferred revenue, developer network effects, and whether Roblox’s moat is real ## [1976: When the Berkshire Machine Began to Work](https://becomingberkshire.substack.com/p/1976-when-the-berkshire-machine-began) _2026-03-09 · Becoming Berkshire · Becoming Berkshire_ Issue 45| 1976 -Inside the 1976 Berkshire Hathaway Annual Report: GEICO, insurance float, and the early formation of Buffett’s compounding engine.