Global Community

Zuckerberg Is Building a Railroad. The Question Is Whether Anyone Needs to Go Where It Leads.Read more

BYD (Build Your Dreams) / https://www.bydglobal.com/en/BasicInformation.html — as of April 2026, the company has finally solidified its status not just as an automaker, but as a global technology conglomerate. It is considered a "must-have" asset for the portfolio of the future due to its unique combination of vertical integration, energy technologies, and aggressive expansion.Read more

CATL (Contemporary Amperex Technology Co., Limited) / https://www.catl.com/en/inverelations/ is not just a battery manufacturer, but the backbone of global electrification. As of April 2026, the company maintains its status as the absolute technological and market leader, controlling nearly 40% of the global market.Read more

Berkshire Hathaway: A Fortress of Financial Strength Berkshire Hathaway, the investment conglomerate led by the legendary Warren Buffett, has long been admired for its disciplined investment strategy, long-term focus, and unwavering commitment to shareholder value. As the company prepares for the eventual transition of leadership to Greg Abel, it's essential to examine its financial strength and prospects for continued success.Read more

RXRX is a terrible biotech only because the INSIDERS themselves don’t believe in it! All they’re doing is milking the heck out of this doomed stock!Read more

Okay, so you are probably thinking… yeah right, here’s that degenerate Double Bubbler banging on about that penny stock again. Well take a brief moment and read the following to see why my opinion is not so outlandish.Read more

Microsoft just burned $37.5 billion in 90 days. The stock has lost a third of its value.Read more

Rollins is the dominant pure-play compounder in global pest control — a structurally necessary, recession-resistant service business that has grown revenue for 24 consecutive years and delivered ROIC of 23–31% for 12 consecutive years, without a single year of ROIC below 21% even through COVID-19. The investment thesis rests on three mutually reinforcing pillars: (1) a Wide Moat rooted in switching costs — commercial customers cannot switch providers without triggering compliance risk, and residential customers renew habitually at annual price increases of 3–4% above CPI without meaningful churn; (2) a proven M&A flywheel that converts a fragmented industry of 34,000+ U.S. operators into compounding route density and FCF, completing 30–45 bolt-on acquisitions annually at disciplined multiples with zero reported impairments; and (3) a capital-light business model with minimal reinvestment needs, generating FCF of $678M in FY2025 on $3.76B of revenue.Read more

I wanted to share what I am doing and how I think about BRKB. I am concentrated in 8 companies.Read more