Success

The difference between successful people and very successful people is that very successful people say no to almost everything.

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$9 MILLION SUMMIT: BUFFETT, CURRY LUNCH AUCTION DRAWS BIGGEST BID YET

A private lunch with Warren Buffett and Steph Curry sold for $9 million in a charity auction. Proceeds go to Glide Foundation and Eat.Learn.Play.

#WarrenBuffett, #StephenCurry, #CharityAuction, #GlideFoundation, #EatLearnPlay

https://newsletter.tf/buffett-curry-lunch-auction-9-million-charity/

This $9 million lunch auction is the highest ever for Warren Buffett, showing a big interest in charity events.

#WarrenBuffett, #StephenCurry, #CharityAuction, #GlideFoundation, #EatLearnPlay
https://newsletter.tf/buffett-curry-lunch-auction-9-million-charity/

US Top News and Analysis | Seth Klarman’s Baupost makes Amazon top holding, starts Aon and Visa stakes

AI generated summary, Read the full article for complete information.

Seth Klarman’s Baupost Group significantly boosted its exposure to Amazon—raising the stake by 47% to roughly $650 million and making the e‑commerce and cloud giant its largest disclosed U.S. equity holding—while also taking sizable new positions in insurance broker Aon, payments network Visa and medical‑device maker Teleflex, and tweaking other holdings such as increasing its stakes in Alphabet and Ferguson Enterprises and trimming Union Pacific and Willis Towers Watson. The moves, detailed in a recent regulatory filing, reflect Baupost’s search for opportunities amid AI‑driven market valuations, underscoring Klarman’s patient, value‑oriented approach that has earned him the nickname “Oracle of Boston” and frequent comparisons to Warren Buffett.

Read more: https://www.cnbc.com/2026/05/15/seth-klarmans-baupost-makes-amazon-top-holding-starts-aon-and-visa-stakes.html

#SethKlarman #BaupostGroup #Amazon #Aon #visa #Teleflex #Alphabet #UnionPacific #WescoInternational #WarrenBuffett # #BenjaminGraham

One more indicator that a market crash will happen sooner than later.

"What’s with the stock market?”, #DailyKos

"the “Buffett Indicator” is up to 225%. That’s not a good thing.”

"The Warren Buffett indicator has just one job: to tell investors whether the stock market is overheating. And right now, at 228%, it’s sounding the alarm.”

"The problem today is that at its current level, the indicator is beyond the 200% threshold that the Oracle of Omaha warned is when investors are 'playing with fire’."

9 reasons the stock market is overvalued:

“1. Irrational Exuberance
2. FOMO Effect
3. Algorithmic Trading
4. Passive Inflows
5. Speculative Leverage
6. Earnings Manipulation
7 Monetary Echoes
8 Tech Monopoly Concentration
9. Hopeful Fed Pivots"

https://www.dailykos.com/stories/2026/5/12/800037294/community/whats-with-the-stock-market/

#Business #Economics #Economy #StockMarket #WarrenBuffett #StockMarketCrash #StockValuation

US Top News and Analysis | Greg Abel knows Berkshire cold, but some miss the Buffett magic

AI generated summary, Read the full article for complete information.

Greg Abel’s debut as CEO at Berkshire Hathaway’s 2026 annual shareholders meeting earned generally positive but muted reviews: analysts praised his deep knowledge of the conglomerate’s businesses while noting the lack of substantial buybacks and vague guidance on the equity portfolio and cash pile as drawbacks. Shareholders missed the humor and life‑philosophy anecdotes traditionally offered by Warren Buffett and Charlie Munger, finding the event more focused on operational details. Highlights from the meeting included Warren Buffett’s mid‑session interview stressing a cautious approach to investing in today’s “gambling‑minded” market, the announcement that Gen Re’s Charlie Shamieh will eventually succeed Ajit Jain as insurance chief, and the retirement of long‑serving CFO Marc Hamburg with generous NetJets flight benefits. Berkshire also disclosed a $183 million sale of DaVita shares to meet a stake‑reduction agreement, and revealed that its stakes in Japan’s Marubeni and Sumitomo have each risen above 10 %. Overall, the meeting underscored continuity in Berkshire’s leadership and strategy while hinting at modest capital‑return actions and evolving holdings.

Read more: https://www.cnbc.com/2026/05/09/greg-abel-knows-berkshire-cold-but-some-miss-the-buffett-magic.html

#GregAbel #BerkshireHathaway #WarrenBuffett #CharlieMunger #AjitJain #CathySeifer #CharlieShamieh #MarcHamburg #CharlesChang

Berkshire Hathaway Under Abel: A Record Hoard Faces Market Skepticism

Berkshire Hathaway, led by Greg Abel, holds a record $397 billion cash. Investors question its market performance compared to the S&P 500.

#BerkshireHathaway, #GregAbel, #WarrenBuffett, #StockMarket, #S&P500

https://newsletter.tf/berkshire-hathaway-397-billion-cash-under-abel/

Berkshire Hathaway now holds $397 billion in cash, a new record. This is much higher than many companies hold.

#BerkshireHathaway, #GregAbel, #WarrenBuffett, #StockMarket, #S&P500
https://newsletter.tf/berkshire-hathaway-397-billion-cash-under-abel/

Jones Recants Past Criticism of Buffett, Cites 'Compounding' as Key

Paul Tudor Jones re-evaluates his past criticism of Warren Buffett, now calling him the 'OG of Compounding' after studying his long-term investment success.

#PaulTudorJones, #WarrenBuffett, #Compounding, #ValueInvesting, #MarketStrategy

https://newsletter.tf/paul-tudor-jones-praises-warren-buffett-compounding/