CapexAndChill(@CapexAndChill):One important lesson for all investors comes from Berkshire's Ajit Jain's exact mandate to his underwriting team: "Your job is to say no. Every now and then you will come across a deal that'll hit you with a 2x4 and it'll be screaming money." Abel and Jain are not budging. They are earning a risk-free yield and waiting for structural market dislocation. The capital discipline remains ruthless. $BRK.A $BRK.B

CapexAndChill

@CapexAndChill

Long-term value in high conviction holdings. All thoughts are my own. NFA

参加 February 2025

288 フォロー中 9.9K ファン

CapexAndChill@CapexAndChill

2026.05.03 00:35

One important lesson for all investors comes from Berkshire's Ajit Jain's exact mandate to his underwriting team: "Your job is to say no. Every now and then you will come across a deal that'll hit you with a 2x4 and it'll be screaming money." Abel and Jain are not budging. They are earning a risk-free yield and waiting for structural market dislocation. The capital discipline remains ruthless. $BRK.A $BRK.B