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Smith & Wesson: Unloved For Good Reason?
June 22, 2025 | We’re departing from the familiar territory of scalable SaaS companies and brand-centric consumer products, like Airbnb, Alphabet, Reddit, Nike, and Mercedes-Benz, and stepping into a realm that many investors will find more distasteful: firearms manufacturing via Smith & Wesson (ticker: SWBI).
TSMC: The Most Important Company in the World?
June 15, 2025 | “Taiwan Semiconductor is one of the best-managed and most important companies in the world. And I think you’ll be able to say the same thing 5, 10, or 20 years from now.” This is what Buffett said about TSMC in his 2023 shareholder meeting. However, he added, “I don’t like its location.”
Nubank: Berkshire’s Bet on Latin America
June 8, 2025 | How often are Berkshire Hathaway and Cathie Wood invested in the same thing? Today, we’ll be telling the story of one such company: Nubank, going through its incredible growth, still promising prospects, and trying to reconcile what it means for the company’s valuation.
