CapexAndChill
@CapexAndChill
Long-term value in high conviction holdings. All thoughts are my own. NFA
加入 February 2025
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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
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