Monday links: crafty capital allocation
Tadas Viskanta
Abnormal Returns
1 day ago
2 MIN READ
Strategy
- You are NOT Warren Buffett. How to be a better you. (ritholtz.com)
- What you are saying when you bet on individual stocks. (obliviousinvestor.com)
Crypto
- Trump has two crypto-themed dinners this month. (cnbc.com)
- The Trump boys are on a deal making spree, many of which are crypto-related. (nytimes.com)
Berkshire Hathaway
- Greg Abel has big shoes to fill. (wsj.com)
- Nir Kaissar, “Buffett is celebrated for his stock picking, but he is also a crafty capital allocator.” (bloomberg.com)
- Warren Buffett isn’t done with Berkshire Hathaway ($BRK.A) just yet. (newsletter.rationalwalk.com)
- What happens to Omaha, in a post-Buffett world? (wsj.com)
- Jamie Dimon, “Warren Buffett represents everything that is good about American capitalism and America itself.” (nytimes.com)
Retail
- Costco’s ($COST) Kirkland brand keeps growing. (fastcompany.com)
- Scheel’s is taking over the outdoor retailing space. (wapo.st)
- Pre-tariff sales are a thing. (cnbc.com)
Tariffs
- How do you even tariff a movie? (time.com)
- Tariffs are putting a dent in weddings. (wsj.com)
- How tariffs could kill this fledgling business. (newyorker.com)
- The American manufacturers that are benefiting from tariff talk. (wsj.com)
Economy
- Don’t expect to see a drop in consumer spending until people start losing jobs. (optimisticallie.com)
- Economic activity continues to slow. (bonddad.blogspot.com)
- The economy typically doesn’t turn on a dime. (axios.com)
Earlier on Abnormal Returns
- Adviser links: remaining flexible. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on Abnormal Returns. (abnormalreturns.com)
- You can now follow us on Bluesky. (bsky.app)
- Are you signed up for daily e-mail newsletter? Well, you should be! (abnormalreturns.com)
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